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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-25.7K- 48.78% |
$627K - $650K
|
27K
$665K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
149KNew |
$3.63M - $3.76M
|
149K
$3.66M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11KNew |
$269K - $279K
|
11K
$272K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
47.6K+ 24.35% |
$1.16M - $1.2M
|
243K
$5.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
184K+ 2185.85% |
$4.48M - $4.64M
|
192K
$4.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.62K- 0.93% |
$186K - $193K
|
812K
$20M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
55.4K+ 2.77% |
$1.35M - $1.4M
|
2.06M
$50.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
236K+ 1114.42% |
$5.76M - $5.97M
|
257K
$6.34M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.1K+ 7.31% |
$587K - $609K
|
354K
$8.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29.9KNew |
$728K - $755K
|
29.9K
$736K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.64M+ 167.47% |
$40M - $41.5M
|
2.62M
$64.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.9K+ 5.03% |
$437K - $453K
|
375K
$9.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
SELL
|
- |
-1.13K- 3.87% |
$27.5K - $28.5K
|
28K
$689K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30.8K+ 15.85% |
$752K - $780K
|
225K
$5.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.4KNew |
$303K - $314K
|
12.4K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.66K+ 19.62% |
$114K - $118K
|
28.4K
$699K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
4.1K+ 0.05% |
$99.9K - $104K
|
7.87M
$194M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.32K- 27.13% |
$81K - $84K
|
8.92K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
8.9K+ 6.27% |
$217K - $225K
|
151K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
373KNew |
$9.11M - $9.44M
|
373K
$9.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-30K- 6.6% |
$732K - $759K
|
425K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
737+ 0.72% |
$18K - $18.6K
|
103K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
280K+ 7.84% |
$6.83M - $7.08M
|
3.85M
$95M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
68.7K+ 30.97% |
$1.68M - $1.74M
|
291K
$7.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
149KNew |
$3.63M - $3.76M
|
149K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.87K+ 1.68% |
$45.6K - $47.2K
|
113K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
162KNew |
$3.95M - $4.09M
|
162K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.72K+ 652.64% |
$66.2K - $68.6K
|
3.13K
$77.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.6K- 4.23% |
$257K - $267K
|
239K
$5.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
14.9KNew |
$364K - $377K
|
14.9K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
91.8K+ 395.29% |
$2.24M - $2.32M
|
115K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-191K- 35.81% |
$4.66M - $4.83M
|
342K
$8.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
681K+ 29.14% |
$16.6M - $17.2M
|
3.02M
$74.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.1M+ 17.96% |
$26.7M - $27.7M
|
7.2M
$177M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
37+ 0.14% |
$902 - $935
|
26.4K
$650K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
12.7K+ 15.73% |
$310K - $321K
|
93.4K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.12K+ 6.97% |
$51.6K - $53.5K
|
32.5K
$800K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.59K+ 2.26% |
$87.4K - $90.6K
|
162K
$4M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
21K+ 122.78% |
$513K - $531K
|
38.1K
$940K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
42.3KNew |
$1.03M - $1.07M
|
42.3K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.37M+ 257.4% |
$57.8M - $59.9M
|
3.29M
$81.1M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
9.66K+ 22.64% |
$236K - $244K
|
52.3K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
225K+ 163.52% |
$5.48M - $5.68M
|
362K
$8.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
22.1K+ 1.88% |
$539K - $558K
|
1.19M
$29.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
81.1K+ 21.98% |
$1.98M - $2.05M
|
450K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.07K+ 4.16% |
$124K - $128K
|
127K
$3.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
34.8K+ 29.96% |
$849K - $880K
|
151K
$3.72M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.5K+ 4.8% |
$85.4K - $88.5K
|
76.5K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.45KNew |
$35.5K - $36.8K
|
1.45K
$35.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
462K+ 34.23% |
$11.3M - $11.7M
|
1.81M
$44.7M
|