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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.46K- 14.05% |
$35.7K - $36.4K
|
8.93K
$226K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.87K- 31.51% |
$45.7K - $46.5K
|
4.06K
$103K
|
|
|
Aug 06, 2025
Q2 2025
|
Fairway Financial, LLC
Casselberry, FL |
SELL
|
- |
-1.94K- 1.55% |
$47.6K - $48.4K
|
123K
$3.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-2.16K- 13.54% |
$52.8K - $53.7K
|
13.8K
$349K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-2.17K- 14.13% |
$53.2K - $54.1K
|
13.2K
$334K
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-2.45K- 10.46% |
$60K - $61.1K
|
21K
$532K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-2.54K- 4.47% |
$62.1K - $63.1K
|
54.2K
$1.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-2.62K- 1.04% |
$64.1K - $65.2K
|
248K
$6.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.77K- 6.31% |
$67.8K - $68.9K
|
41.1K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.77K- 14.18% |
$67.8K - $69K
|
16.8K
$425K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.01K- 5.9% |
$73.7K - $74.9K
|
48K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-3.34K- 2.03% |
$81.8K - $83.2K
|
162K
$4.09M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-3.48K- 18.57% |
$85.2K - $86.6K
|
15.3K
$387K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-3.61K- 4.88% |
$88.4K - $89.9K
|
70.3K
$1.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.74K- 0.86% |
$91.6K - $93.2K
|
432K
$10.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.82K- 1.37% |
$93.6K - $95.2K
|
275K
$6.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-4K- 23.31% |
$97.9K - $99.6K
|
13.2K
$333K
|
|
|
Sep 03, 2025
Q2 2025
|
Q3 Asset Management
|
SELL
|
- |
-4.21K- 19.42% |
$103K - $105K
|
17.5K
$443K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-4.25K- 5.13% |
$104K - $106K
|
78.6K
$1.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.67K- 3.28% |
$114K - $116K
|
138K
$3.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.75K- 35.3% |
$116K - $118K
|
8.71K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.89K- 6.89% |
$120K - $122K
|
66.1K
$1.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-4.95K- 24.67% |
$121K - $123K
|
15.1K
$383K
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-5.28K- 4.55% |
$129K - $132K
|
111K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.48K- 3.57% |
$134K - $137K
|
148K
$3.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.99K- 5.62% |
$147K - $149K
|
101K
$2.55M
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-6K- 40.81% |
$147K - $149K
|
8.7K
$220K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-6.01K- 2.05% |
$147K - $150K
|
288K
$7.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-6.25K- 1.17% |
$153K - $156K
|
530K
$13.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-7.03K- 7.23% |
$172K - $175K
|
90.2K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-7.17K- 11.49% |
$176K - $179K
|
55.3K
$1.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.26K- 2.56% |
$178K - $181K
|
276K
$6.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.42K- 29.96% |
$182K - $185K
|
17.3K
$439K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.79K- 4.3% |
$191K - $194K
|
174K
$4.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-7.91K- 15.21% |
$194K - $197K
|
44.1K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-8.05K- 2.25% |
$197K - $200K
|
350K
$8.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.3K- 8.48% |
$253K - $257K
|
112K
$2.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-11.6K- 27.29% |
$283K - $288K
|
30.8K
$781K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-12.1K- 2.77% |
$297K - $302K
|
425K
$10.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-12.5K- 54.93% |
$307K - $312K
|
10.3K
$260K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-13K- 44.77% |
$317K - $323K
|
16K
$405K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-14.2K- 4.67% |
$348K - $354K
|
290K
$7.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-14.4K- 39.56% |
$353K - $359K
|
22.1K
$559K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-14.7K- 60.46% |
$360K - $366K
|
9.61K
$243K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-14.9K- 7.04% |
$364K - $371K
|
196K
$4.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-18K- 3.74% |
$440K - $448K
|
463K
$11.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-18.3K- 4.53% |
$449K - $457K
|
386K
$9.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-18.7K- 39.5% |
$457K - $465K
|
28.6K
$724K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-18.8K- 0.96% |
$461K - $469K
|
1.94M
$49.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-18.9K- 28.08% |
$462K - $470K
|
48.3K
$1.22M
|