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 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
6.77K+ 11.08% |
$165K - $171K
|
67.9K
$1.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
568K+ 19.8% |
$13.9M - $14.4M
|
3.44M
$84.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.91K+ 23.24% |
$70.9K - $73.5K
|
15.4K
$380K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-13.6K- 17.31% |
$331K - $343K
|
64.9K
$1.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.88K+ 8.91% |
$143K - $149K
|
71.9K
$1.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
40.9KNew |
$997K - $1.03M
|
40.9K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.36K+ 0.46% |
$33.2K - $34.4K
|
300K
$7.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
34.8K+ 13.36% |
$849K - $880K
|
295K
$7.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
3.33K+ 1.42% |
$81.1K - $84.1K
|
237K
$5.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.7K+ 101.42% |
$602K - $624K
|
49K
$1.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
38.7K+ 91.8% |
$945K - $979K
|
80.9K
$1.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.76K- 3.87% |
$238K - $247K
|
242K
$5.97M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-214K- 72.42% |
$5.22M - $5.41M
|
81.5K
$2.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.5K+ 10.91% |
$354K - $367K
|
147K
$3.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
17.5K+ 3.6% |
$426K - $442K
|
503K
$12.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
70K+ 8.57% |
$1.71M - $1.77M
|
887K
$21.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.8K+ 9.73% |
$43.8K - $45.4K
|
20.3K
$500K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.38K+ 2.54% |
$58K - $60.2K
|
96K
$2.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
15.7K+ 3.09% |
$382K - $396K
|
522K
$12.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
96+ 0.33% |
$2.34K - $2.43K
|
28.8K
$710K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
220K+ 94.58% |
$5.37M - $5.57M
|
453K
$11.2M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
502+ 0.78% |
$12.2K - $12.7K
|
64.7K
$1.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
4.35K+ 20.1% |
$106K - $110K
|
26K
$641K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
600K+ 1263.01% |
$14.6M - $15.2M
|
648K
$16M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.9K- 3.75% |
$314K - $325K
|
331K
$8.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.83K+ 29.12% |
$93.4K - $96.8K
|
17K
$419K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.65K- 10.6% |
$64.6K - $67K
|
22.3K
$551K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
30.4K+ 6083.0% |
$742K - $769K
|
30.9K
$762K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-486- 0.91% |
$11.9K - $12.3K
|
52.7K
$1.3M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
111KNew |
$2.71M - $2.81M
|
111K
$2.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.6K+ 3.7% |
$356K - $369K
|
409K
$10.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
257+ 1.6% |
$6.27K - $6.5K
|
16.3K
$403K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
215KNew |
$5.23M - $5.42M
|
215K
$5.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.6K+ 4.01% |
$991K - $1.03M
|
1.05M
$26M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
65.2K+ 36.49% |
$1.59M - $1.65M
|
244K
$6.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-10.4K- 24.59% |
$254K - $263K
|
31.9K
$787K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
8.55KNew |
$208K - $216K
|
8.55K
$211K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
136+ 0.75% |
$3.32K - $3.44K
|
18.2K
$450K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
27.9K+ 7.86% |
$680K - $704K
|
382K
$9.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.7K+ 60.21% |
$358K - $371K
|
39K
$963K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-765- 4.25% |
$18.7K - $19.3K
|
17.2K
$425K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-119K- 44.46% |
$2.89M - $3M
|
148K
$3.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-13.4K- 33.56% |
$326K - $338K
|
26.5K
$653K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.4K+ 0.64% |
$34.2K - $35.5K
|
222K
$5.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-6.25K- 87.0% |
$152K - $158K
|
933
$23K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1K+ 8.06% |
$24.4K - $25.3K
|
13.4K
$331K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.67K+ 12.06% |
$40.7K - $42.2K
|
15.5K
$382K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
60.8KNew |
$1.48M - $1.54M
|
60.8K
$1.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
21.3K+ 5.13% |
$519K - $537K
|
435K
$10.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-235- 2.4% |
$5.73K - $5.94K
|
9.57K
$236K
|