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 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
17.1KNew |
$421K - $431K
|
17.1K
$425K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
16.6K+ 5.54% |
$408K - $418K
|
316K
$7.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.6KNew |
$408K - $418K
|
16.6K
$412K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
16.4K+ 5.78% |
$403K - $413K
|
300K
$7.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
16.3KNew |
$401K - $411K
|
16.3K
$405K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
15.8K+ 160.67% |
$388K - $397K
|
25.6K
$635K
|
|
|
May 28, 2025
Q4 2024
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
15.5KNew |
$380K - $390K
|
15.5K
$384K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.2K+ 8.53% |
$374K - $383K
|
194K
$4.81M
|
|
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
14.6KNew |
$359K - $368K
|
14.6K
$362K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
14.5K+ 3.38% |
$355K - $364K
|
442K
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
14.3KNew |
$351K - $359K
|
14.3K
$354K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.5KNew |
$330K - $339K
|
13.5K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.7K+ 27.59% |
$286K - $293K
|
53.9K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
11.6K+ 31.38% |
$285K - $293K
|
48.7K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11.5KNew |
$283K - $290K
|
11.5K
$286K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
11.1KNew |
$273K - $279K
|
11.1K
$275K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11K+ 14.4% |
$270K - $277K
|
87.5K
$2.17M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
10.5KNew |
$257K - $264K
|
10.5K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.4KNew |
$255K - $261K
|
10.4K
$257K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
10.4K+ 5.05% |
$254K - $261K
|
216K
$5.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
10.3KNew |
$253K - $259K
|
10.3K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.2K+ 4.21% |
$251K - $257K
|
253K
$6.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$247K - $253K
|
10.1K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.91K+ 316.35% |
$243K - $249K
|
13K
$323K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.88K+ 56.93% |
$243K - $249K
|
27.2K
$676K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
9.59K+ 3.93% |
$235K - $241K
|
253K
$6.28M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.4KNew |
$231K - $237K
|
9.4K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
9.13KNew |
$224K - $230K
|
9.13K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.58KNew |
$211K - $216K
|
8.58K
$213K
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
8.56KNew |
$210K - $215K
|
8.56K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
8.27K+ 2.62% |
$203K - $208K
|
324K
$8.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7.66K+ 9.25% |
$188K - $193K
|
90.4K
$2.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
7.45K+ 48.36% |
$183K - $188K
|
22.9K
$567K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
7.21K+ 9.09% |
$177K - $182K
|
86.6K
$2.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.65K+ 36.51% |
$163K - $167K
|
24.9K
$617K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
6.16K+ 7.61% |
$151K - $155K
|
87.1K
$2.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.9K+ 0.82% |
$145K - $148K
|
722K
$17.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
5.79K+ 11.58% |
$142K - $146K
|
55.8K
$1.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.54K+ 3.99% |
$136K - $139K
|
144K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
5.47K+ 5.86% |
$134K - $138K
|
98.9K
$2.45M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.37K+ 19.64% |
$132K - $135K
|
32.7K
$810K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.14K+ 1.19% |
$126K - $129K
|
438K
$10.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
5.01K+ 12.25% |
$123K - $126K
|
45.9K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.92K+ 18.37% |
$121K - $124K
|
31.7K
$786K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.71K+ 57.7% |
$116K - $119K
|
12.9K
$319K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
4.71K+ 19.43% |
$116K - $118K
|
28.9K
$717K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4.27K+ 26.16% |
$105K - $107K
|
20.6K
$511K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.25K+ 1.79% |
$104K - $107K
|
241K
$5.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.6K+ 9.42% |
$88.3K - $90.5K
|
41.7K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.52K+ 27.0% |
$86.3K - $88.5K
|
16.5K
$410K
|