Legacy Capital Wealth Partners, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Legacy Capital Wealth Partners, LLC

$437 Million
Q1 2025

A detailed history of Legacy Capital Wealth Partners, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 51,038 shares of UCON stock, worth $1.25 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

51,038

Previous 68,517 25.51%

Holding current value

$1.25 Million

Previous $1.69 Million 25.18%

% of portfolio

0.29%

Previous 0.38%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$24.5 - $24.95 $428,235 - $436,101	-17,479 Reduced 25.51%	51,038 $1.26 Million
Q4 2024 Jan 30, 2025	SELL	$24.55 - $25.16 $82,316 - $84,361	-3,353 Reduced 4.67%	68,517 $1.69 Million
Q3 2024 Nov 04, 2024	BUY	$24.39 - $25.28 $143,461 - $148,696	5,882 Added 8.91%	71,870 $1.81 Million
Q2 2024 Aug 01, 2024	BUY	$24.14 - $24.61 $1.59 Million - $1.62 Million	65,988 New	65,988 $1.61 Million
Q4 2023 Feb 05, 2024	SELL	$23.51 - $24.79 $39,825 - $41,994	-1,694 Reduced 2.84%	58,057 $1.44 Million
Q3 2023 Oct 16, 2023	BUY	$23.9 - $24.39 $709,782 - $724,334	29,698 Added 98.82%	59,751 $1.43 Million
Q2 2023 Jul 27, 2023	SELL	$24.08 - $24.59 $257,631 - $263,088	-10,699 Reduced 26.25%	30,053 $726,000
Q1 2023 May 10, 2023	BUY	$23.87 - $24.72 $220,176 - $228,017	9,224 Added 29.26%	40,752 $986,000
Q4 2022 Feb 09, 2023	SELL	$23.44 - $24.47 $2.12 Million - $2.22 Million	-90,652 Reduced 74.2%	31,528 $760,000
Q3 2022 Nov 14, 2022	SELL	$23.82 - $25.02 $90,206 - $94,750	-3,787 Reduced 3.01%	122,180 $2.91 Million
Q2 2022 Aug 12, 2022	SELL	$24.41 - $25.54 $262,676 - $274,835	-10,761 Reduced 7.87%	125,967 $3.09 Million
Q1 2022 May 16, 2022	BUY	$25.46 - $26.37 $3.48 Million - $3.61 Million	136,728 New	136,728 $3.49 Million

Others Institutions Holding UCON

# of Institutions

313

Shares Held

122M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII TCW UNCONSTR

Ticker UCON
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Legacy Capital Wealth Partners, LLC First Tr ETF Viii Tcw Unconstr Transaction History