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 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.59K- 5.51% |
$39K - $40K
|
27.2K
$672K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.72K- 8.93% |
$42.3K - $43.3K
|
17.5K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.84K- 11.05% |
$45.1K - $46.2K
|
14.8K
$365K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-1.93K- 14.46% |
$47.3K - $48.4K
|
11.4K
$281K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-2.11K- 0.63% |
$51.8K - $53.1K
|
332K
$8.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-2.21K- 12.65% |
$54.2K - $55.6K
|
15.3K
$376K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-2.48K- 4.08% |
$60.9K - $62.4K
|
58.3K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.63K- 22.81% |
$64.5K - $66.1K
|
8.89K
$219K
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-2.71K- 10.03% |
$66.4K - $68.1K
|
24.3K
$599K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.9K- 26.2% |
$71.1K - $72.8K
|
8.15K
$201K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.35K- 4.67% |
$82.3K - $84.4K
|
68.5K
$1.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.81K- 1.57% |
$93.4K - $95.8K
|
238K
$5.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-4.03K- 51.58% |
$98.8K - $101K
|
3.78K
$93.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.9K- 2.54% |
$120K - $123K
|
188K
$4.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-6.21K- 6.08% |
$152K - $156K
|
95.9K
$2.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-6.46K- 27.35% |
$159K - $163K
|
17.2K
$423K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.75K- 12.05% |
$166K - $170K
|
49.2K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-7.3K- 28.06% |
$179K - $184K
|
18.7K
$461K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-7.31K- 11.1% |
$179K - $184K
|
58.5K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-7.75K- 42.38% |
$190K - $195K
|
10.5K
$260K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.51K- 13.11% |
$209K - $214K
|
56.4K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.59K- 1.06% |
$211K - $216K
|
803K
$19.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-8.87K- 10.11% |
$218K - $223K
|
78.8K
$1.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-11.7K- 54.92% |
$286K - $293K
|
9.57K
$236K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-11.9K- 30.96% |
$292K - $299K
|
26.5K
$654K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-12K- 4.4% |
$294K - $302K
|
261K
$6.43M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-12.5K- 20.51% |
$308K - $315K
|
48.6K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12.8K- 4.67% |
$315K - $323K
|
262K
$6.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-13.3K- 6.04% |
$325K - $333K
|
206K
$5.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15.7K- 4.74% |
$385K - $395K
|
315K
$7.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-20.3K- 1.7% |
$499K - $511K
|
1.17M
$29M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-23.6K- 5.14% |
$578K - $593K
|
434K
$10.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-25.4K- 2.82% |
$622K - $638K
|
875K
$21.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-29.3K- 8.55% |
$719K - $737K
|
313K
$7.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-29.8K- 6.57% |
$731K - $749K
|
424K
$10.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-29.8K- 99.75% |
$732K - $750K
|
74
$1.82K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-33.5K- 22.18% |
$822K - $842K
|
117K
$2.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-48.5K- 99.89% |
$1.19M - $1.22M
|
51
$1.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-48.6K- 15.08% |
$1.19M - $1.22M
|
274K
$6.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-64.2K- 7.56% |
$1.58M - $1.62M
|
785K
$19.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-69.5K- 88.88% |
$1.71M - $1.75M
|
8.7K
$214K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-78.4K- 88.64% |
$1.92M - $1.97M
|
10K
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-78.5K- 27.09% |
$1.93M - $1.98M
|
211K
$5.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-81.7K- 19.96% |
$2.01M - $2.06M
|
328K
$8.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-85.3K- 45.27% |
$2.09M - $2.15M
|
103K
$2.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-102K- 6.46% |
$2.51M - $2.57M
|
1.48M
$36.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-105K- 91.09% |
$2.57M - $2.64M
|
10.3K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-123K- 11.68% |
$3.03M - $3.1M
|
932K
$23M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-134K- 37.97% |
$3.29M - $3.38M
|
219K
$5.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-136K- 91.52% |
$3.33M - $3.41M
|
12.6K
$310K
|