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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-174- 0.69% |
$4.27K - $4.38K
|
24.9K
$616K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-159K- 31.59% |
$3.9M - $4M
|
344K
$8.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-979- 6.69% |
$24K - $24.6K
|
13.7K
$337K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
170K+ 9.35% |
$4.16M - $4.27M
|
1.98M
$49M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11K+ 14.4% |
$270K - $277K
|
87.5K
$2.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.54K+ 3.99% |
$136K - $139K
|
144K
$3.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
8.27K+ 2.62% |
$203K - $208K
|
324K
$8M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.35K- 4.67% |
$82.3K - $84.4K
|
68.5K
$1.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.65K+ 36.51% |
$163K - $167K
|
24.9K
$614K
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
81.7KNew |
$2.01M - $2.06M
|
81.7K
$2.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
515+ 2.82% |
$12.6K - $13K
|
18.8K
$463K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-20.3K- 1.7% |
$499K - $511K
|
1.17M
$29M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.37K+ 19.64% |
$132K - $135K
|
32.7K
$807K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
80.4K+ 64.87% |
$1.97M - $2.02M
|
204K
$5.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-2.48K- 4.08% |
$60.9K - $62.4K
|
58.3K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-13.3K- 6.04% |
$325K - $333K
|
206K
$5.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
404+ 1.99% |
$9.92K - $10.2K
|
20.7K
$511K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-7.3K- 28.06% |
$179K - $184K
|
18.7K
$462K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
5.01K+ 12.25% |
$123K - $126K
|
45.9K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-29.8K- 6.57% |
$731K - $749K
|
424K
$10.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.59K- 5.51% |
$39K - $40K
|
27.2K
$673K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
124KNew |
$3.04M - $3.11M
|
124K
$3.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
29.2K+ 23.29% |
$716K - $734K
|
154K
$3.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
77.3K+ 5.94% |
$1.9M - $1.94M
|
1.38M
$34.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
18KNew |
$443K - $454K
|
18K
$446K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
78+ 9.51% |
$1.91K - $1.96K
|
898
$22.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
30.3K+ 4.77% |
$744K - $762K
|
665K
$16.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.51K- 13.11% |
$209K - $214K
|
56.4K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
346K+ 20.18% |
$8.48M - $8.69M
|
2.06M
$50.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7.66K+ 9.25% |
$188K - $193K
|
90.4K
$2.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22K+ 54.43% |
$539K - $552K
|
62.3K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.76K+ 5.83% |
$67.8K - $69.5K
|
50.2K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
105K+ 1165.76% |
$2.58M - $2.65M
|
114K
$2.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-78.4K- 88.64% |
$1.92M - $1.97M
|
10K
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-12K- 4.4% |
$294K - $302K
|
261K
$6.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.26KNew |
$30.9K - $31.6K
|
1.26K
$31K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
45.1K+ 96.66% |
$1.11M - $1.13M
|
91.8K
$2.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
44.6K+ 12.22% |
$1.09M - $1.12M
|
409K
$10.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
652+ 2.33% |
$16K - $16.4K
|
28.6K
$707K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.81K+ 5303.77% |
$69K - $70.7K
|
2.86K
$70.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.52K+ 0.35% |
$37.2K - $38.2K
|
437K
$10.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
32.5K+ 6.26% |
$799K - $819K
|
553K
$13.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
96.7K+ 75.32% |
$2.37M - $2.43M
|
225K
$5.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-29.8K- 99.75% |
$732K - $750K
|
74
$1.83K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.42K+ 12.94% |
$35K - $35.8K
|
12.4K
$307K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
42.8K+ 138.32% |
$1.05M - $1.08M
|
73.7K
$1.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
919+ 0.32% |
$22.6K - $23.1K
|
284K
$7.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
422+ 0.06% |
$10.4K - $10.6K
|
728K
$18M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
806New |
$19.8K - $20.3K
|
806
$19.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
17.1KNew |
$421K - $431K
|
17.1K
$423K
|