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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.89K+ 9.0% |
$70.8K - $72.1K
|
35K
$865K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-56K- 61.91% |
$1.37M - $1.4M
|
34.5K
$852K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4K- 3.62% |
$98K - $99.8K
|
107K
$2.64M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-2K- 4.07% |
$49K - $49.9K
|
47.2K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
SELL
|
- |
-6.92K- 24.18% |
$170K - $173K
|
21.7K
$537K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.8K- 4.79% |
$68.6K - $69.9K
|
55.7K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
9.6K+ 3.68% |
$235K - $239K
|
270K
$6.69M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-560- 9.4% |
$13.7K - $14K
|
5.4K
$134K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13K+ 5.45% |
$318K - $324K
|
251K
$6.22M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-931K- 67.53% |
$22.8M - $23.2M
|
448K
$11.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8.26KNew |
$202K - $206K
|
8.26K
$204K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
172KNew |
$4.22M - $4.3M
|
172K
$4.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-978- 3.38% |
$24K - $24.4K
|
28K
$691K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
76.3K+ 122.51% |
$1.87M - $1.9M
|
139K
$3.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.45K- 4.88% |
$60K - $61.1K
|
47.7K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-51.7K- 76.45% |
$1.27M - $1.29M
|
15.9K
$394K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
90New |
$2.21K - $2.25K
|
90
$2.23K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-30.4K- 23.77% |
$745K - $759K
|
97.6K
$2.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.62K- 15.4% |
$39.7K - $40.5K
|
8.91K
$220K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
190+ 1.52% |
$4.66K - $4.74K
|
12.7K
$314K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.15M+ 765.54% |
$28.1M - $28.7M
|
1.3M
$32.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.91K+ 1.03% |
$120K - $122K
|
481K
$11.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
16.7K+ 2.57% |
$409K - $416K
|
665K
$16.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.29K+ 13.87% |
$56.2K - $57.2K
|
18.8K
$466K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
12.2K+ 10.76% |
$298K - $303K
|
125K
$3.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-971- 6.65% |
$23.8K - $24.2K
|
13.6K
$337K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.71K+ 16.39% |
$66.4K - $67.6K
|
19.3K
$476K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-135K- 6.83% |
$3.32M - $3.38M
|
1.85M
$45.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
157+ 0.97% |
$3.85K - $3.92K
|
16.4K
$404K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-84.4K- 2.99% |
$2.07M - $2.11M
|
2.74M
$67.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
29.2K+ 5.36% |
$715K - $728K
|
574K
$14.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.51K+ 2.02% |
$36.9K - $37.6K
|
76K
$1.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-8.89K- 47.51% |
$218K - $222K
|
9.82K
$243K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.28K+ 12.47% |
$31.5K - $32K
|
11.6K
$286K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.97K+ 131.51% |
$122K - $124K
|
8.75K
$216K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
147K+ 26.55% |
$3.6M - $3.66M
|
699K
$17.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.46KNew |
$60.3K - $61.4K
|
2.46K
$60.8K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
22.5K+ 25.69% |
$551K - $561K
|
110K
$2.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-18.4K- 44.86% |
$450K - $458K
|
22.6K
$558K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-161- 1.28% |
$3.94K - $4.02K
|
12.4K
$307K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-16.4K- 17.09% |
$401K - $409K
|
79.5K
$1.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
29+ 0.29% |
$711 - $724
|
10.1K
$249K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.74K+ 5.09% |
$91.7K - $93.4K
|
77.3K
$1.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
104KNew |
$2.54M - $2.58M
|
104K
$2.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.1K+ 3.52% |
$272K - $277K
|
326K
$8.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.77K+ 0.98% |
$67.9K - $69.2K
|
287K
$7.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.57K- 14.7% |
$185K - $189K
|
43.9K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
46.9K+ 11.45% |
$1.15M - $1.17M
|
456K
$11.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-26.7K- 7.75% |
$654K - $666K
|
318K
$7.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.6K- 34.38% |
$39.3K - $40K
|
3.06K
$75.7K
|