Holistic Financial Partners First Tr ETF Viii Tcw Unconstr Transaction History

Holistic Financial Partners

$237 Million
Q3 2025

A detailed history of Holistic Financial Partners transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Holistic Financial Partners holds 364,868 shares of UCON stock, worth $9.19 Million. This represents 3.88% of its overall portfolio holdings.

Number of Shares

364,868

Previous 351,966 3.67%

Holding current value

$9.19 Million

Previous $8.76 Million 4.92%

% of portfolio

3.88%

Previous 3.95%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$24.73 - $25.29 $319,066 - $326,291	12,902 Added 3.67%	364,868 $9.19 Million
Q2 2025 Aug 05, 2025	BUY	$24.48 - $24.9 $3.24 Million - $3.3 Million	132,376 Added 60.28%	351,966 $8.76 Million
Q1 2025 May 06, 2025	BUY	$24.5 - $24.95 $1.92 Million - $1.96 Million	78,529 Added 55.67%	219,590 $5.43 Million
Q4 2024 Feb 04, 2025	BUY	$24.55 - $25.16 $744,036 - $762,524	30,307 Added 27.36%	141,061 $3.48 Million
Q3 2024 Nov 07, 2024	SELL	$24.39 - $25.28 $5,317 - $5,511	-218 Reduced 0.2%	110,754 $2.78 Million

Q2 2024 Jul 30, 2024	BUY	$24.14 - $24.61 $465,708 - $474,776	19,292 Added 21.04%	110,972 $2.71 Million
Q1 2024 May 08, 2024	BUY	$24.41 - $24.85 $2.24 Million - $2.28 Million	91,680 New	91,680 $2.26 Million

Others Institutions Holding UCON

# of Institutions

293

Shares Held

101M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII TCW UNCONSTR

Ticker UCON
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Holistic Financial Partners First Tr ETF Viii Tcw Unconstr Transaction History