Etesian Wealth Advisors, Inc. First Tr ETF Viii Tcw Unconstr Transaction History

Etesian Wealth Advisors, Inc.

$232 Billion
Q1 2025

A detailed history of Etesian Wealth Advisors, Inc. transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 456,372 shares of UCON stock, worth $11.3 Million. This represents 4.87% of its overall portfolio holdings.

Number of Shares

456,372

Previous 409,485 11.45%

Holding current value

$11.3 Million

Previous $10.1 Billion 11.9%

% of portfolio

4.87%

Previous 4.46%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$24.5 - $24.95 $1.15 Million - $1.17 Million	46,887 Added 11.45%	456,372 $11.3 Billion
Q4 2024 Jan 27, 2025	BUY	$24.55 - $25.16 $1.09 Million - $1.12 Million	44,598 Added 12.22%	409,485 $10.1 Billion
Q3 2024 Oct 18, 2024	BUY	$24.39 - $25.28 $2.01 Million - $2.09 Million	82,571 Added 29.25%	364,887 $9.17 Billion
Q2 2024 Jul 25, 2024	BUY	$24.14 - $24.61 $545,008 - $555,619	22,577 Added 8.69%	282,316 $6.9 Billion
Q1 2024 Apr 12, 2024	BUY	$24.41 - $24.85 $483,708 - $492,427	19,816 Added 8.26%	259,739 $6.39 Billion
Q4 2023 Jan 16, 2024	BUY	$23.51 - $24.79 $452,073 - $476,686	19,229 Added 8.71%	239,923 $5.95 Billion
Q4 2023 Jan 12, 2024	BUY	$23.51 - $24.79 $452,073 - $476,686	19,229 Added 8.71%	239,923 $5.95 Billion
Q3 2023 Jan 16, 2024	BUY	$23.9 - $24.39 $380,153 - $387,947	15,906 Added 7.77%	220,694 $5.27 Billion
Q3 2023 Oct 19, 2023	BUY	$23.9 - $24.39 $380,153 - $387,947	15,906 Added 7.77%	220,694 $5.27 Billion
Q2 2023 Jan 16, 2024	BUY	$24.08 - $24.59 $864,905 - $883,223	35,918 Added 21.27%	204,788 $4.95 Billion
Q2 2023 Oct 19, 2023	BUY	$24.08 - $24.59 $864,905 - $883,223	35,918 Added 21.27%	204,788 $4.95 Billion
Q1 2023 Jan 16, 2024	BUY	$23.87 - $24.72 $562,568 - $582,600	23,568 Added 16.22%	168,870 $4.09 Billion
Q1 2023 Oct 19, 2023	BUY	$23.87 - $24.72 $562,568 - $582,600	23,568 Added 16.22%	168,870 $4.09 Billion
Q4 2022 Jan 16, 2024	SELL	$23.44 - $24.47 $2.22 Million - $2.32 Million	-94,621 Reduced 39.44%	145,302 $3.5 Billion
Q4 2022 Oct 19, 2023	BUY	$23.44 - $24.47 $3.41 Million - $3.56 Million	145,302 New	145,302 $3.5 Billion

Others Institutions Holding UCON

# of Institutions

308

Shares Held

117M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII TCW UNCONSTR

Ticker UCON
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Etesian Wealth Advisors, Inc. First Tr ETF Viii Tcw Unconstr Transaction History