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 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
345K+ 776.39% |
$8.44M - $8.59M
|
389K
$9.69M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
37.3K+ 18.68% |
$913K - $928K
|
237K
$5.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
22.1KNew |
$542K - $551K
|
22.1K
$551K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.1K+ 1.53% |
$345K - $351K
|
936K
$23.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.76K+ 7.82% |
$92.1K - $93.7K
|
51.9K
$1.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.42K+ 3.37% |
$83.6K - $85.1K
|
105K
$2.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.65KNew |
$40.3K - $41K
|
1.65K
$41K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
778+ 0.11% |
$19K - $19.4K
|
732K
$18.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
493+ 2.8% |
$12.1K - $12.3K
|
18.1K
$451K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
486+ 4.2% |
$11.9K - $12.1K
|
12.1K
$300K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
20+ 0.41% |
$490 - $498
|
4.89K
$122K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-835- 3.49% |
$20.4K - $20.8K
|
23.1K
$575K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 5.33% |
$26K - $26.5K
|
18.9K
$470K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-2.16K- 13.54% |
$52.8K - $53.7K
|
13.8K
$342K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-2.17K- 14.13% |
$53.2K - $54.1K
|
13.2K
$328K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-2.62K- 1.04% |
$64.1K - $65.2K
|
248K
$6.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.77K- 14.18% |
$67.8K - $69K
|
16.8K
$417K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-6.01K- 2.05% |
$147K - $150K
|
288K
$7.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-7.03K- 7.23% |
$172K - $175K
|
90.2K
$2.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.42K- 29.96% |
$182K - $185K
|
17.3K
$431K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.3K- 8.48% |
$253K - $257K
|
112K
$2.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-12.1K- 2.77% |
$297K - $302K
|
425K
$10.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-23.5K- 9.68% |
$575K - $585K
|
219K
$5.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-105K- 35.66% |
$2.58M - $2.62M
|
190K
$4.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-124K- 26.65% |
$3.04M - $3.09M
|
341K
$8.49M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-141K- 15.92% |
$3.45M - $3.5M
|
744K
$18.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-1.27M- 97.62% |
$31M - $31.6M
|
30.9K
$769K
|