Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
343KNew |
$8.43M - $8.64M
|
343K
$8.44M
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
130K+ 18.21% |
$3.19M - $3.27M
|
843K
$20.7M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
77.2K+ 288.76% |
$1.9M - $1.94M
|
104K
$2.56M
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
75.9K+ 35.38% |
$1.86M - $1.91M
|
291K
$7.15M
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
74.2KNew |
$1.82M - $1.87M
|
74.2K
$1.82M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
69K+ 8.19% |
$1.69M - $1.73M
|
910K
$22.4M
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
54.8K+ 6.18% |
$1.35M - $1.38M
|
942K
$23.2M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
47.2K+ 23851.52% |
$1.16M - $1.19M
|
47.4K
$1.17M
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
46.4K+ 41.71% |
$1.14M - $1.17M
|
158K
$3.88M
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
36.4K+ 9.5% |
$893K - $915K
|
419K
$10.3M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23.4K+ 10.39% |
$575K - $589K
|
249K
$6.12M
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
22.7K+ 3.43% |
$558K - $572K
|
685K
$16.9M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
18K+ 5.29% |
$442K - $453K
|
358K
$8.81M
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
17.1KNew |
$421K - $431K
|
17.1K
$421K
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
16.6K+ 5.54% |
$408K - $418K
|
316K
$7.78M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
16.4K+ 5.78% |
$403K - $413K
|
300K
$7.38M
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
16.3KNew |
$401K - $411K
|
16.3K
$402K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
15.8K+ 160.67% |
$388K - $397K
|
25.6K
$630K
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
14.3KNew |
$351K - $359K
|
14.3K
$351K
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.5KNew |
$330K - $339K
|
13.5K
$331K
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
11.6K+ 31.38% |
$285K - $293K
|
48.7K
$1.2M
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
10.4K+ 5.05% |
$254K - $261K
|
216K
$5.3M
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$247K - $253K
|
10.1K
$247K
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
9.13KNew |
$224K - $230K
|
9.13K
$225K
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
8.56KNew |
$210K - $215K
|
8.56K
$210K
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
7.21K+ 9.09% |
$177K - $182K
|
86.6K
$2.13M
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.9K+ 0.82% |
$145K - $148K
|
722K
$17.7M
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
5.79K+ 11.58% |
$142K - $146K
|
55.8K
$1.37M
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.25K+ 1.79% |
$104K - $107K
|
241K
$5.93M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.52K+ 27.0% |
$86.3K - $88.5K
|
16.5K
$407K
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
3.1K+ 5.27% |
$76.2K - $78.1K
|
62K
$1.53M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.98K+ 2.77% |
$73.1K - $74.9K
|
111K
$2.72M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.85K+ 1.74% |
$70K - $71.8K
|
167K
$4.11M
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.82KNew |
$44.6K - $45.7K
|
1.82K
$44.7K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.49KNew |
$36.7K - $37.6K
|
1.49K
$36.7K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
806New |
$19.8K - $20.3K
|
806
$19.8K
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
795+ 3.38% |
$19.5K - $20K
|
24.3K
$598K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
463+ 20.88% |
$11.4K - $11.6K
|
2.68K
$65.9K
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
386+ 0.4% |
$9.48K - $9.71K
|
96.4K
$2.37M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
130+ 0.02% |
$3.19K - $3.27K
|
648K
$15.9M
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-279- 0.41% |
$6.85K - $7.02K
|
67.6K
$1.66M
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-462- 41.14% |
$11.3K - $11.6K
|
661
$16.3K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-784- 5.06% |
$19.2K - $19.7K
|
14.7K
$362K
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-804- 7.81% |
$19.7K - $20.2K
|
9.49K
$233K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-916- 6.83% |
$22.5K - $23K
|
12.5K
$307K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.05K- 6.11% |
$25.9K - $26.5K
|
16.2K
$398K
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.72K- 8.93% |
$42.3K - $43.3K
|
17.5K
$432K
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-1.93K- 14.46% |
$47.3K - $48.4K
|
11.4K
$280K
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-2.11K- 0.63% |
$51.8K - $53.1K
|
332K
$8.16M
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-2.21K- 12.65% |
$54.2K - $55.6K
|
15.3K
$375K
|