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 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
$6.76M
|
|
|
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
$215K
|
|
|
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
$5.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-81.7K- 19.96% |
$2.01M - $2.06M
|
328K
$8.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-85.3K- 45.27% |
$2.09M - $2.15M
|
103K
$2.55M
|
|
|
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
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-159K- 31.59% |
$3.9M - $4M
|
344K
$8.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-264K- 89.26% |
$6.47M - $6.63M
|
31.7K
$783K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-280K- 77.34% |
$6.87M - $7.05M
|
82.1K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-284K- 65.43% |
$6.97M - $7.14M
|
150K
$3.7M
|