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
$45.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
536K+ 15.59% |
$13.2M - $13.5M
|
3.98M
$98.2M
|
|
|
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
$50.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
343KNew |
$8.43M - $8.64M
|
343K
$8.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
275KNew |
$6.76M - $6.93M
|
275K
$6.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
254KNew |
$6.23M - $6.39M
|
254K
$6.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
243K+ 1539.27% |
$5.97M - $6.12M
|
259K
$6.4M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
211K+ 259.48% |
$5.19M - $5.32M
|
293K
$7.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
192K+ 131.84% |
$4.71M - $4.83M
|
338K
$8.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
188KNew |
$4.62M - $4.73M
|
188K
$4.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
170K+ 9.35% |
$4.16M - $4.27M
|
1.98M
$49M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
140K+ 101.52% |
$3.44M - $3.52M
|
278K
$6.86M
|
|
|
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
$3.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
113KNew |
$2.77M - $2.84M
|
113K
$2.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
105K+ 1165.76% |
$2.58M - $2.65M
|
114K
$2.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
96.7K+ 75.32% |
$2.37M - $2.43M
|
225K
$5.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
91.5K+ 234.35% |
$2.25M - $2.3M
|
131K
$3.23M
|
|
|
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
$52.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
80.9K+ 5.99% |
$1.99M - $2.04M
|
1.43M
$35.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
80.4K+ 64.87% |
$1.97M - $2.02M
|
204K
$5.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
77.3K+ 5.94% |
$1.9M - $1.94M
|
1.38M
$34.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
77.2K+ 288.76% |
$1.9M - $1.94M
|
104K
$2.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
75.9K+ 35.38% |
$1.86M - $1.91M
|
291K
$7.18M
|
|
|
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
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
54.8K+ 6.18% |
$1.35M - $1.38M
|
942K
$23.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
48.4K+ 4.14% |
$1.19M - $1.22M
|
1.22M
$30.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
47.4K+ 32.13% |
$1.16M - $1.19M
|
195K
$4.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
47.2K+ 23851.52% |
$1.16M - $1.19M
|
47.4K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
46.4K+ 41.71% |
$1.14M - $1.17M
|
158K
$3.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
45.1K+ 96.66% |
$1.11M - $1.13M
|
91.8K
$2.27M
|
|
|
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
$29.6M
|
|
|
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
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
36.4K+ 9.5% |
$893K - $915K
|
419K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
33.6KNew |
$826K - $846K
|
33.6K
$831K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
32.5K+ 6.26% |
$799K - $819K
|
553K
$13.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
32.1KNew |
$788K - $807K
|
32.1K
$793K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.4K+ 6.75% |
$745K - $764K
|
480K
$11.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
30.3K+ 27.36% |
$744K - $763K
|
141K
$3.49M
|
|
|
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
$3.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
27.1K+ 12.85% |
$666K - $682K
|
238K
$5.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23.4K+ 10.39% |
$575K - $589K
|
249K
$6.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
22.7K+ 3.43% |
$558K - $572K
|
685K
$16.9M
|