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 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
46.4K+ 41.71% |
$1.14M - $1.17M
|
158K
$3.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
45.7K+ 164.03% |
$1.12M - $1.15M
|
73.6K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
45.5KNew |
$1.12M - $1.14M
|
45.5K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
45.1K+ 96.66% |
$1.11M - $1.13M
|
91.8K
$2.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
44.6K+ 12.22% |
$1.09M - $1.12M
|
409K
$10.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
44.2K+ 3.83% |
$1.08M - $1.11M
|
1.2M
$29.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
42.8K+ 138.32% |
$1.05M - $1.08M
|
73.7K
$1.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
40.9KNew |
$1M - $1.03M
|
40.9K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
38K+ 30.59% |
$934K - $957K
|
162K
$4.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
36.4K+ 9.5% |
$893K - $915K
|
419K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35K+ 8.25% |
$860K - $881K
|
460K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
33.6KNew |
$826K - $846K
|
33.6K
$830K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
32.5K+ 6.26% |
$799K - $819K
|
553K
$13.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
32.1KNew |
$788K - $807K
|
32.1K
$791K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.4K+ 6.75% |
$745K - $764K
|
480K
$11.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
30.3K+ 27.36% |
$744K - $763K
|
141K
$3.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
30.3K+ 4.77% |
$744K - $762K
|
665K
$16.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
29.2K+ 23.29% |
$716K - $734K
|
154K
$3.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
27.1K+ 12.85% |
$666K - $682K
|
238K
$5.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25.6KNew |
$629K - $644K
|
25.6K
$631K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
24.1K+ 18.99% |
$592K - $607K
|
151K
$3.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23.4K+ 10.39% |
$575K - $589K
|
249K
$6.14M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
23.3K+ 44.55% |
$572K - $586K
|
75.6K
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
22.7K+ 3.43% |
$558K - $572K
|
685K
$16.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22K+ 54.43% |
$539K - $552K
|
62.3K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
20.7KNew |
$507K - $520K
|
20.7K
$510K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.7K+ 4.98% |
$458K - $469K
|
393K
$9.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
18KNew |
$443K - $454K
|
18K
$445K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
18K+ 5.29% |
$442K - $453K
|
358K
$8.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17.2K+ 4.5% |
$422K - $433K
|
400K
$9.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
17.1KNew |
$421K - $431K
|
17.1K
$422K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
16.6K+ 5.54% |
$408K - $418K
|
316K
$7.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
16.4K+ 5.78% |
$403K - $413K
|
300K
$7.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
16.3KNew |
$401K - $411K
|
16.3K
$403K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
15.8K+ 160.67% |
$388K - $397K
|
25.6K
$632K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.2K+ 8.53% |
$374K - $383K
|
194K
$4.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
14.5K+ 3.38% |
$355K - $364K
|
442K
$10.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
14.3KNew |
$351K - $359K
|
14.3K
$352K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.5KNew |
$330K - $339K
|
13.5K
$332K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
11.6K+ 31.38% |
$285K - $293K
|
48.7K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11.5KNew |
$283K - $290K
|
11.5K
$285K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11K+ 14.4% |
$270K - $277K
|
87.5K
$2.16M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
10.4K+ 5.05% |
$254K - $261K
|
216K
$5.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
10.3KNew |
$253K - $259K
|
10.3K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.2K+ 4.21% |
$251K - $257K
|
253K
$6.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$247K - $253K
|
10.1K
$248K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
9.59K+ 3.93% |
$235K - $241K
|
253K
$6.25M
|
|
|
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
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
8.27K+ 2.62% |
$203K - $208K
|
324K
$7.99M
|