Purchases and Sales Made in Q1 2025 in First Tr ETF Viii Tcw Unconstr (UCON)
This table provides information about the institutional ownership of First Tr ETF Viii Tcw Unconstr (UCON) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII TCW UNCONSTR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-84.4K- 2.99% |
$2.07M - $2.11M
|
2.74M
$68M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-91.7K- 9.73% |
$2.25M - $2.29M
|
850K
$21.1M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-92K- 16.51% |
$2.25M - $2.3M
|
465K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-111KClosed |
$2.72M - $2.77M
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-114K- 28.99% |
$2.79M - $2.85M
|
279K
$6.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-122K- 50.0% |
$2.98M - $3.03M
|
122K
$3.02M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-123K- 47.07% |
$3.02M - $3.08M
|
139K
$3.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-135K- 6.83% |
$3.32M - $3.38M
|
1.85M
$45.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-192K- 21.94% |
$4.7M - $4.79M
|
683K
$16.9M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-382K- 31.41% |
$9.36M - $9.54M
|
835K
$20.7M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-407K- 60.8% |
$9.96M - $10.1M
|
262K
$6.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-570K- 18.32% |
$14M - $14.2M
|
2.54M
$63M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-636K- 13.17% |
$15.6M - $15.9M
|
4.19M
$104M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-641K- 16.13% |
$15.7M - $16M
|
3.33M
$82.7M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-931K- 67.53% |
$22.8M - $23.2M
|
448K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.55M- 83.57% |
$38.1M - $38.7M
|
305K
$7.57M
|