Regal Investment Advisors LLC First Tr ETF Viii Tcw Unconstr Transaction History

Regal Investment Advisors LLC

  • $1.4 Billion
  • Q3 2024

A detailed history of Regal Investment Advisors LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Regal Investment Advisors LLC holds 137,939 shares of UCON stock, worth $3.4 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
137,939
Previous 389,013 64.54%
Holding current value
$3.4 Million
Previous $9.51 Million 63.56%
% of portfolio
0.25%
Previous 0.64%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$24.39 - $25.28 $6.12 Million - $6.35 Million
-251,074 Reduced 64.54%
137,939 $3.47 Million
Q2 2024

Aug 14, 2024
BUY
$24.14 - $24.61 $391,285 - $398,903
16,209 Added 4.35%
389,013 $9.51 Million
Q1 2024

May 15, 2024
BUY
$24.41 - $24.85 $269,437 - $274,294
11,038 Added 3.05%
372,804 $9.17 Million
Q4 2023

Feb 14, 2024
SELL
$23.51 - $24.79 $120,935 - $127,519
-5,144 Reduced 1.4%
361,766 $8.95 Million
Q3 2023

Nov 13, 2023
BUY
$23.9 - $24.39 $698,286 - $712,602
29,217 Added 8.65%
366,910 $8.77 Million
Q2 2023

Aug 11, 2023
BUY
$24.08 - $24.59 $468,717 - $478,644
19,465 Added 6.12%
337,693 $8.16 Million
Q1 2023

May 11, 2023
BUY
$23.87 - $24.72 $3.84 Million - $3.98 Million
160,873 Added 102.24%
318,228 $7.7 Million
Q4 2022

Mar 01, 2023
SELL
$23.44 - $24.47 $418,450 - $436,838
-17,852 Reduced 10.19%
157,355 $3.79 Million
Q3 2022

Nov 15, 2022
SELL
$23.82 - $25.02 $10,242 - $10,758
-430 Reduced 0.24%
175,207 $4.17 Million
Q2 2022

Aug 09, 2022
SELL
$24.41 - $25.54 $61,366 - $64,207
-2,514 Reduced 1.41%
175,637 $4.3 Million
Q1 2022

May 09, 2022
BUY
$25.46 - $26.37 $18,458 - $19,118
725 Added 0.41%
178,151 $4.55 Million
Q4 2021

Feb 10, 2022
BUY
$26.26 - $26.59 $72,398 - $73,308
2,757 Added 1.58%
177,426 $4.68 Million
Q3 2021

Nov 05, 2021
BUY
$26.56 - $26.68 $168,416 - $169,177
6,341 Added 3.77%
174,669 $4.64 Million
Q2 2021

Aug 09, 2021
BUY
$26.58 - $26.69 $4.47 Million - $4.49 Million
168,328 New
168,328 $4.49 Million
Q1 2021

May 12, 2021
SELL
$26.49 - $26.83 $332,661 - $336,931
-12,558 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$26.08 - $26.74 $327,512 - $335,800
12,558 New
12,558 $335,000
Q3 2020

Nov 13, 2020
SELL
$25.81 - $26.34 $312,713 - $319,135
-12,116 Closed
0 $0
Q2 2020

Aug 03, 2020
BUY
$23.87 - $25.87 $289,208 - $313,440
12,116 New
12,116 $312,000

Others Institutions Holding UCON

# of Institutions
269
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII TCW UNCONSTR

UCON Quotes by TradingView
  • Ticker UCON
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