N.E.W. Advisory Services LLC First Tr ETF Viii Tcw Unconstr Transaction History

N.E.W. Advisory Services LLC

$1.03 Billion
Q4 2024

A detailed history of N.E.W. Advisory Services LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 292,891 shares of UCON stock, worth $7.27 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

292,891

Previous 81,477 259.48%

Holding current value

$7.27 Million

Previous $2.05 Million 252.66%

% of portfolio

0.7%

Previous 0.2%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$24.55 - $25.16 $5.19 Million - $5.32 Million	211,414 Added 259.48%	292,891 $7.22 Million
Q3 2024 Oct 31, 2024	SELL	$24.39 - $25.28 $5.22 Million - $5.41 Million	-213,966 Reduced 72.42%	81,477 $2.05 Million
Q2 2024 Aug 02, 2024	BUY	$24.14 - $24.61 $531,345 - $541,690	22,011 Added 8.05%	295,443 $7.22 Million
Q1 2024 Apr 24, 2024	BUY	$24.41 - $24.85 $871,876 - $887,592	35,718 Added 15.03%	273,432 $6.73 Million
Q4 2023 Feb 06, 2024	BUY	$23.51 - $24.79 $2.56 Million - $2.7 Million	108,987 Added 84.67%	237,714 $5.88 Million
Q3 2023 Nov 03, 2023	BUY	$23.9 - $24.39 $3.08 Million - $3.14 Million	128,727 New	128,727 $3.08 Million

Others Institutions Holding UCON

# of Institutions

310

Shares Held

115M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII TCW UNCONSTR

Ticker UCON
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N.E.W. Advisory Services LLC First Tr ETF Viii Tcw Unconstr Transaction History