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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.16K+ 15.59% |
$53.1K - $54.4K
|
16K
$396K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.02K+ 4.12% |
$49.5K - $50.7K
|
50.9K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.82KNew |
$44.6K - $45.7K
|
1.82K
$44.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.79K+ 3.73% |
$44K - $45.1K
|
49.9K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.63K+ 15.13% |
$40K - $41K
|
12.4K
$306K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.52K+ 0.35% |
$37.2K - $38.2K
|
437K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.49KNew |
$36.7K - $37.6K
|
1.49K
$36.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.42K+ 12.94% |
$35K - $35.8K
|
12.4K
$307K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.36K+ 1.32% |
$33.5K - $34.3K
|
105K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.26K+ 1.11% |
$30.9K - $31.7K
|
114K
$2.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.26KNew |
$30.9K - $31.6K
|
1.26K
$31K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.1K+ 3.46% |
$27.1K - $27.8K
|
33K
$815K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
919+ 0.32% |
$22.6K - $23.1K
|
284K
$7.01M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
824+ 8.05% |
$20.2K - $20.7K
|
11.1K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
806New |
$19.8K - $20.3K
|
806
$19.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
795+ 3.38% |
$19.5K - $20K
|
24.3K
$600K
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
652+ 2.33% |
$16K - $16.4K
|
28.6K
$706K
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
600+ 3.67% |
$14.7K - $15.1K
|
17K
$419K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
515+ 2.82% |
$12.6K - $13K
|
18.8K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
495+ 1.88% |
$12.2K - $12.5K
|
26.9K
$663K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
484New |
$11.9K - $12.2K
|
484
$11.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
463+ 20.88% |
$11.4K - $11.6K
|
2.68K
$66.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
422+ 0.06% |
$10.4K - $10.6K
|
728K
$18M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
404+ 1.99% |
$9.92K - $10.2K
|
20.7K
$510K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
386+ 0.4% |
$9.48K - $9.71K
|
96.4K
$2.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
213+ 217.35% |
$5.23K - $5.36K
|
311
$7.68K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
206+ 0.42% |
$5.06K - $5.18K
|
49.2K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
130+ 0.02% |
$3.19K - $3.27K
|
648K
$16M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
110+ 0.84% |
$2.7K - $2.77K
|
13.2K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
104New |
$2.55K - $2.62K
|
104
$2.57K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
99+ 1.2% |
$2.43K - $2.49K
|
8.37K
$207K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
78+ 9.51% |
$1.91K - $1.96K
|
898
$22.2K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
42+ 0.01% |
$1.03K - $1.06K
|
354K
$8.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$73.7 - $75.5
|
14.9K
$367K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2+ 0.0% |
$49.1 - $50.3
|
90.1K
$2.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-45- 3.9% |
$1.1K - $1.13K
|
1.11K
$27.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-77- 8.25% |
$1.89K - $1.94K
|
856
$21.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-86- 0.05% |
$2.11K - $2.16K
|
161K
$3.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-174- 0.69% |
$4.27K - $4.38K
|
24.9K
$615K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-236- 0.16% |
$5.79K - $5.94K
|
151K
$3.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-271- 2.01% |
$6.65K - $6.82K
|
13.2K
$326K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-279- 0.41% |
$6.85K - $7.02K
|
67.6K
$1.67M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-340- 6.79% |
$8.35K - $8.55K
|
4.67K
$115K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-340- 23.38% |
$8.35K - $8.55K
|
1.11K
$27.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-449- 2.64% |
$11K - $11.3K
|
16.5K
$408K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-462- 41.14% |
$11.3K - $11.6K
|
661
$16.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-549- 13.26% |
$13.5K - $13.8K
|
3.59K
$88.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-595- 6.67% |
$14.6K - $15K
|
8.33K
$206K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-784- 5.06% |
$19.2K - $19.7K
|
14.7K
$363K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-804- 7.81% |
$19.7K - $20.2K
|
9.49K
$234K
|