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 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.05K+ 4.23% |
$25.8K - $26.2K
|
26K
$658K
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.05K+ 1.1% |
$25.6K - $26K
|
96.5K
$2.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
840+ 3.54% |
$20.6K - $20.9K
|
24.5K
$622K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
817+ 9.34% |
$20K - $20.3K
|
9.57K
$242K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
809+ 5.62% |
$19.8K - $20.1K
|
15.2K
$385K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
799+ 4.99% |
$19.6K - $19.9K
|
16.8K
$425K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
778+ 0.11% |
$19K - $19.4K
|
732K
$18.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
757+ 9.16% |
$18.5K - $18.8K
|
9.02K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
664+ 0.13% |
$16.3K - $16.5K
|
523K
$13.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
659+ 3.34% |
$16.1K - $16.4K
|
20.4K
$517K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
538+ 10.62% |
$13.2K - $13.4K
|
5.61K
$142K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
493+ 2.8% |
$12.1K - $12.3K
|
18.1K
$459K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
493+ 2.56% |
$12.1K - $12.3K
|
19.7K
$500K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
486+ 4.2% |
$11.9K - $12.1K
|
12.1K
$306K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
378New |
$9.25K - $9.41K
|
378
$9.57K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
360+ 99.17% |
$8.81K - $8.96K
|
723
$18.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
301+ 0.1% |
$7.37K - $7.49K
|
309K
$7.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
237+ 0.5% |
$5.8K - $5.9K
|
48K
$1.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
214+ 1.33% |
$5.24K - $5.33K
|
16.3K
$412K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
152+ 0.93% |
$3.72K - $3.78K
|
16.5K
$418K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
130+ 0.99% |
$3.18K - $3.24K
|
13.3K
$337K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
82+ 0.99% |
$2.01K - $2.04K
|
8.34K
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
76New |
$1.86K - $1.89K
|
76
$1.93K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
23+ 0.03% |
$563 - $573
|
79.5K
$2.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
20+ 0.41% |
$490 - $498
|
4.89K
$124K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6+ 0.05% |
$147 - $149
|
12.4K
$314K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.84% |
$122 - $125
|
601
$15.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
4+ 0.02% |
$97.9 - $99.6
|
26.4K
$667K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.16% |
$441 - $448
|
11K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-325- 1.13% |
$7.96K - $8.09K
|
28.3K
$717K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-393- 0.59% |
$9.62K - $9.79K
|
65.9K
$1.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-398- 1.93% |
$9.74K - $9.91K
|
20.3K
$513K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-400- 2.22% |
$9.79K - $9.96K
|
17.6K
$447K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-438- 0.22% |
$10.7K - $10.9K
|
203K
$5.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-461- 2.99% |
$11.3K - $11.5K
|
15K
$379K
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-470- 3.56% |
$11.5K - $11.7K
|
12.7K
$322K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-565- 5.27% |
$13.8K - $14.1K
|
10.1K
$257K
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-765- 7.39% |
$18.7K - $19K
|
9.59K
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-791- 8.53% |
$19.4K - $19.7K
|
8.48K
$215K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-835- 3.49% |
$20.4K - $20.8K
|
23.1K
$585K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-948- 7.47% |
$23.2K - $23.6K
|
11.7K
$297K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 5.33% |
$26K - $26.5K
|
18.9K
$479K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.07K- 4.04% |
$26.1K - $26.5K
|
25.3K
$641K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.15K- 6.12% |
$28.1K - $28.6K
|
17.6K
$446K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.17K- 3.59% |
$28.5K - $29K
|
31.3K
$792K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.22K- 7.16% |
$29.8K - $30.3K
|
15.8K
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.25K- 1.97% |
$30.5K - $31.1K
|
61.9K
$1.57M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.28K- 3.68% |
$31.4K - $31.9K
|
33.6K
$851K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.34K- 9.31% |
$32.7K - $33.3K
|
13K
$330K
|