Latest Institutional Transactions on First Tr ETF Viii Tcw Unconstr (UCON)
This table provides information on the latest institutional transactions involving First Tr ETF Viii Tcw Unconstr (UCON) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
41.9K+ 26.54% |
$1.03M - $1.04M
|
200K
$4.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.19K+ 81.68% |
$53.6K - $54.6K
|
4.87K
$121K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
36.4K+ 17.65% |
$892K - $908K
|
243K
$6.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
9.43K+ 1.31% |
$231K - $235K
|
731K
$18.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.42K+ 14.1% |
$59.2K - $60.3K
|
19.5K
$484K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-61K- 33.07% |
$1.49M - $1.52M
|
123K
$3.06M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
488New |
$12K - $12.2K
|
488
$12.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
48.1K+ 94262.75% |
$1.18M - $1.2M
|
48.1K
$1.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
10.6K+ 12.3% |
$261K - $266K
|
97.2K
$2.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-4.35K- 17.88% |
$107K - $108K
|
20K
$495K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
18.8K+ 73.42% |
$461K - $469K
|
44.4K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
4.27K+ 6.89% |
$105K - $107K
|
66.3K
$1.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.06K- 4.23% |
$25.9K - $26.4K
|
23.9K
$593K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
22.2K+ 10.28% |
$543K - $553K
|
238K
$5.89M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
41.3K+ 4.9% |
$1.01M - $1.03M
|
884K
$21.9M
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
217New |
$5.33K - $5.46K
|
217
$5.38K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28.3KNew |
$694K - $712K
|
28.3K
$701K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.4KNew |
$231K - $237K
|
9.4K
$233K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
128KNew |
$3.14M - $3.22M
|
128K
$3.17M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
5+ 4.81% |
$123 - $126
|
109
$2.7K
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
10.5KNew |
$257K - $264K
|
10.5K
$259K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
142KNew |
$3.49M - $3.58M
|
142K
$3.52M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.88K+ 56.93% |
$243K - $249K
|
27.2K
$675K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-15.6K- 24.12% |
$383K - $392K
|
49.1K
$1.22M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-24.6K- 72.24% |
$604K - $619K
|
9.45K
$234K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-340- 6.79% |
$8.35K - $8.55K
|
4.67K
$116K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
22.6K+ 4.33% |
$555K - $569K
|
545K
$13.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
18.3KNew |
$450K - $461K
|
18.3K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
917K+ 11.65% |
$22.5M - $23.1M
|
8.79M
$218M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-48.6K- 15.08% |
$1.19M - $1.22M
|
274K
$6.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.84K- 11.05% |
$45.1K - $46.2K
|
14.8K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-134K- 37.97% |
$3.29M - $3.38M
|
219K
$5.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.6KNew |
$408K - $418K
|
16.6K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.4KNew |
$255K - $261K
|
10.4K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.59K- 1.06% |
$211K - $216K
|
803K
$19.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.21K- 0.75% |
$29.7K - $30.4K
|
161K
$3.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
973K+ 25.23% |
$23.9M - $24.5M
|
4.83M
$120M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.91K+ 316.35% |
$243K - $249K
|
13K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-595- 6.67% |
$14.6K - $15K
|
8.33K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-105K- 91.09% |
$2.57M - $2.64M
|
10.3K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-123K- 11.68% |
$3.03M - $3.1M
|
932K
$23.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
22.1K+ 5.92% |
$543K - $556K
|
395K
$9.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.7K+ 27.59% |
$286K - $293K
|
53.9K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
24.6KNew |
$605K - $620K
|
24.6K
$610K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
495+ 1.88% |
$12.2K - $12.5K
|
26.9K
$666K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
65KNew |
$1.59M - $1.63M
|
65K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
508K+ 543.06% |
$12.5M - $12.8M
|
602K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
59.4KNew |
$1.46M - $1.49M
|
59.4K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
18.5K+ 11.38% |
$453K - $465K
|
181K
$4.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
5.47K+ 5.86% |
$134K - $138K
|
98.9K
$2.45M
|
|