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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.84MNew |
$45.1M - $46.2M
|
1.84M
$45.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.64M+ 15.94% |
$40.4M - $41.4M
|
12M
$295M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
921K+ 28.0% |
$22.6M - $23.2M
|
4.21M
$104M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
536K+ 15.59% |
$13.2M - $13.5M
|
3.98M
$98M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
533K+ 42.75% |
$13.1M - $13.4M
|
1.78M
$43.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
476KNew |
$11.7M - $12M
|
476K
$11.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
425KNew |
$10.4M - $10.7M
|
425K
$10.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
346K+ 20.18% |
$8.48M - $8.69M
|
2.06M
$50.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
343KNew |
$8.43M - $8.64M
|
343K
$8.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
275KNew |
$6.76M - $6.93M
|
275K
$6.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
254KNew |
$6.23M - $6.39M
|
254K
$6.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
243K+ 1539.27% |
$5.97M - $6.12M
|
259K
$6.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
227K+ 22.14% |
$5.57M - $5.7M
|
1.25M
$30.9M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
211K+ 259.48% |
$5.19M - $5.32M
|
293K
$7.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
204KNew |
$5M - $5.12M
|
204K
$5.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
192K+ 131.84% |
$4.71M - $4.83M
|
338K
$8.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
188KNew |
$4.62M - $4.73M
|
188K
$4.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
170K+ 9.35% |
$4.16M - $4.27M
|
1.98M
$48.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
162K+ 62.87% |
$3.97M - $4.07M
|
419K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
159K+ 48.94% |
$3.9M - $4M
|
484K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
153KNew |
$3.76M - $3.85M
|
153K
$3.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
149K+ 5.57% |
$3.66M - $3.75M
|
2.83M
$69.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
140K+ 101.52% |
$3.44M - $3.52M
|
278K
$6.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
132K+ 155.28% |
$3.23M - $3.31M
|
216K
$5.33M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
130K+ 18.21% |
$3.19M - $3.27M
|
843K
$20.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
124KNew |
$3.04M - $3.11M
|
124K
$3.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
121KNew |
$2.96M - $3.03M
|
121K
$2.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
113KNew |
$2.77M - $2.84M
|
113K
$2.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
110K+ 13972.53% |
$2.71M - $2.78M
|
111K
$2.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
105K+ 1165.76% |
$2.58M - $2.65M
|
114K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
103K+ 34.72% |
$2.52M - $2.58M
|
399K
$9.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
96.7K+ 75.32% |
$2.37M - $2.43M
|
225K
$5.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
91.5K+ 234.35% |
$2.25M - $2.3M
|
131K
$3.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
81.7KNew |
$2.01M - $2.06M
|
81.7K
$2.02M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
81.3K+ 3.95% |
$2M - $2.05M
|
2.14M
$52.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
80.9K+ 5.99% |
$1.99M - $2.04M
|
1.43M
$35.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
80.4K+ 64.87% |
$1.97M - $2.02M
|
204K
$5.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
77.3K+ 5.94% |
$1.9M - $1.94M
|
1.38M
$34M
|
|
|
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
$7.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
74.5KNew |
$1.83M - $1.87M
|
74.5K
$1.84M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
74.2KNew |
$1.82M - $1.87M
|
74.2K
$1.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
69K+ 8.19% |
$1.69M - $1.73M
|
910K
$22.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
61.6KNew |
$1.51M - $1.55M
|
61.6K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
54.8K+ 6.18% |
$1.35M - $1.38M
|
942K
$23.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
54.8K+ 18.86% |
$1.35M - $1.38M
|
345K
$8.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
50.7KNew |
$1.25M - $1.28M
|
50.7K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
48.4K+ 4.14% |
$1.19M - $1.22M
|
1.22M
$30M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
47.4K+ 32.13% |
$1.16M - $1.19M
|
195K
$4.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
47.2K+ 23851.52% |
$1.16M - $1.19M
|
47.4K
$1.17M
|