Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
15KNew |
$366K - $373K
|
15K
$379K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.8K+ 6.57% |
$362K - $369K
|
240K
$6.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
14.7K+ 12.1% |
$360K - $366K
|
136K
$3.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.5K+ 3.83% |
$356K - $362K
|
394K
$9.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.1K+ 1.53% |
$345K - $351K
|
936K
$23.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13.9K+ 4.55% |
$340K - $346K
|
319K
$8.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
13.8K+ 6.51% |
$338K - $344K
|
226K
$5.72M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.5K+ 9.75% |
$331K - $337K
|
152K
$3.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.5K+ 9.75% |
$331K - $337K
|
152K
$3.86M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.5K+ 25.69% |
$331K - $337K
|
66.2K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
11.8KNew |
$289K - $294K
|
11.8K
$299K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.6K+ 2.52% |
$283K - $288K
|
471K
$11.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
10.1K+ 3.75% |
$248K - $252K
|
281K
$7.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9.18K+ 26.25% |
$225K - $229K
|
44.2K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
8.69K+ 88.3% |
$213K - $216K
|
18.5K
$469K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.49K+ 45.09% |
$208K - $211K
|
27.3K
$692K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
8.2KNew |
$201K - $204K
|
8.2K
$208K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
7.52K+ 3.16% |
$184K - $187K
|
246K
$6.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.36K+ 1.0% |
$180K - $183K
|
743K
$18.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.85K+ 2.94% |
$168K - $171K
|
240K
$6.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.84K+ 1.18% |
$168K - $170K
|
588K
$14.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.16K+ 0.93% |
$151K - $153K
|
671K
$17M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.69K+ 1.6% |
$139K - $142K
|
362K
$9.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
5.51K+ 1.44% |
$135K - $137K
|
387K
$9.81M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.01K+ 18.4% |
$123K - $125K
|
32.3K
$817K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.97K+ 12.22% |
$122K - $124K
|
45.7K
$1.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.76K+ 16.73% |
$116K - $118K
|
33.2K
$841K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.4K+ 2289.58% |
$108K - $109K
|
4.59K
$116K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.76K+ 7.82% |
$92.1K - $93.7K
|
51.9K
$1.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.42K+ 3.37% |
$83.6K - $85.1K
|
105K
$2.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3.3KNew |
$80.7K - $82K
|
3.3K
$83.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.13K+ 365.77% |
$76.6K - $78K
|
3.99K
$101K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
2.47KNew |
$60.5K - $61.6K
|
2.47K
$62.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.43K+ 0.85% |
$59.6K - $60.6K
|
289K
$7.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2.3K+ 16.84% |
$56.2K - $57.2K
|
15.9K
$404K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.26K+ 2.15% |
$55.4K - $56.3K
|
108K
$2.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.23K+ 2.88% |
$54.5K - $55.4K
|
79.6K
$2.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.13K+ 4.14% |
$52.2K - $53.1K
|
53.6K
$1.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.11K+ 20.96% |
$51.7K - $52.6K
|
12.2K
$309K
|
|
|
Jul 30, 2025
Q2 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
1.78K+ 16.82% |
$43.6K - $44.3K
|
12.4K
$313K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
1.69K+ 6.06% |
$41.4K - $42.2K
|
29.6K
$751K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.67KNew |
$41K - $41.7K
|
1.67K
$42.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.65KNew |
$40.3K - $41K
|
1.65K
$41.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.65K+ 8.65% |
$40.3K - $41K
|
20.7K
$523K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.6K+ 52.4% |
$39.3K - $39.9K
|
4.67K
$118K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.6K+ 0.5% |
$39.2K - $39.9K
|
319K
$8.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.56KNew |
$38.2K - $38.9K
|
1.56K
$39.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.33K+ 0.61% |
$32.6K - $33.2K
|
221K
$5.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.21K+ 7.35% |
$29.5K - $30K
|
17.6K
$446K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.19K+ 7.72% |
$29.2K - $29.7K
|
16.7K
$422K
|