Purchases and Sales Made in Q4 2025 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 2025. 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 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
682KNew |
$17.2M - $17.3M
|
682K
$17.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
150K+ 35.72% |
$3.78M - $3.81M
|
570K
$14.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
108K+ 29.54% |
$2.71M - $2.74M
|
473K
$11.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
63.9K+ 8.73% |
$1.61M - $1.62M
|
796K
$20.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
BUY
|
- |
63.3K+ 56.64% |
$1.59M - $1.61M
|
175K
$4.41M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
32K+ 4.32% |
$806K - $813K
|
774K
$19.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24.7K+ 7.87% |
$621K - $626K
|
338K
$8.52M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
22.1KNew |
$557K - $562K
|
22.1K
$558K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
14.6K+ 6.19% |
$368K - $371K
|
251K
$6.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.5KNew |
$339K - $342K
|
13.5K
$340K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.6K+ 47.5% |
$266K - $268K
|
32.8K
$826K
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
8.29KNew |
$209K - $210K
|
8.29K
$209K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.98K+ 4.94% |
$201K - $203K
|
170K
$4.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.1K+ 25.5% |
$154K - $155K
|
30K
$757K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.08K+ 1.37% |
$103K - $104K
|
303K
$7.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.3K+ 13.25% |
$57.8K - $58.3K
|
19.6K
$495K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.92K+ 8.41% |
$48.3K - $48.7K
|
24.7K
$623K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.54K+ 3.07% |
$38.8K - $39.2K
|
51.8K
$1.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
360+ 2.04% |
$9.06K - $9.14K
|
18K
$454K
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
BUY
|
- |
358New |
$9.01K - $9.09K
|
358
$9.02K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
339+ 4.0% |
$8.53K - $8.6K
|
8.81K
$222K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
36+ 1.13% |
$906 - $914
|
3.22K
$81.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-295- 0.28% |
$7.43K - $7.49K
|
104K
$2.63M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-636- 5.53% |
$16K - $16.1K
|
10.9K
$274K
|
|
|
Jan 08, 2026
Q4 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-851- 0.87% |
$21.4K - $21.6K
|
96.9K
$2.44M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 0.64% |
$38.7K - $39.1K
|
241K
$6.07M
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-1.61K- 4.54% |
$40.6K - $41K
|
33.9K
$855K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.91K- 1.53% |
$124K - $125K
|
315K
$7.94M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-4.92K- 1.75% |
$124K - $125K
|
276K
$6.95M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.52K- 2.8% |
$139K - $140K
|
191K
$4.82M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-6.08K- 25.83% |
$153K - $154K
|
17.4K
$440K
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-9.39K- 12.71% |
$236K - $238K
|
64.5K
$1.63M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-36.7K- 5.32% |
$923K - $931K
|
653K
$16.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-61.4K- 24.44% |
$1.55M - $1.56M
|
190K
$4.79M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-204K- 21.16% |
$5.12M - $5.17M
|
759K
$19.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-377K- 52.91% |
$9.48M - $9.56M
|
335K
$8.45M
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-394K- 71.27% |
$9.92M - $10M
|
159K
$4M
|
|