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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.1K+ 1.53% |
$345K - $351K
|
936K
$23.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 5.33% |
$26K - $26.5K
|
18.9K
$469K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.42K+ 3.37% |
$83.6K - $85.1K
|
105K
$2.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-2.62K- 1.04% |
$64.1K - $65.2K
|
248K
$6.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-6.01K- 2.05% |
$147K - $150K
|
288K
$7.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.76K+ 7.82% |
$92.1K - $93.7K
|
51.9K
$1.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
778+ 0.11% |
$19K - $19.4K
|
732K
$18.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
20+ 0.41% |
$490 - $498
|
4.89K
$121K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-2.17K- 14.13% |
$53.2K - $54.1K
|
13.2K
$327K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-124K- 26.65% |
$3.04M - $3.09M
|
341K
$8.46M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
37.3K+ 18.68% |
$913K - $928K
|
237K
$5.87M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
345K+ 776.39% |
$8.44M - $8.59M
|
389K
$9.65M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-141K- 15.92% |
$3.45M - $3.5M
|
744K
$18.4M
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-407K- 60.8% |
$9.96M - $10.1M
|
262K
$6.5M
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
112+ 1.07% |
$2.74K - $2.79K
|
10.6K
$263K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
22.8KNew |
$558K - $569K
|
22.8K
$565K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-80.5K- 11.89% |
$1.97M - $2.01M
|
596K
$14.8M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-23.4K- 15.5% |
$574K - $584K
|
128K
$3.17M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
79New |
$1.94K - $1.97K
|
79
$1.96K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
7.75K+ 4.77% |
$190K - $193K
|
170K
$4.22M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
527New |
$12.9K - $13.1K
|
527
$13.1K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
15K+ 0.21% |
$368K - $375K
|
7.25M
$180M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-636K- 13.17% |
$15.6M - $15.9M
|
4.19M
$104M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
66.4KNew |
$1.63M - $1.66M
|
66.4K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.4KNew |
$279K - $284K
|
11.4K
$282K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
49.3K+ 13.95% |
$1.21M - $1.23M
|
403K
$9.99M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
20.1K+ 4.15% |
$492K - $501K
|
504K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.35K+ 0.92% |
$180K - $183K
|
811K
$20.1M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
23K+ 37.36% |
$564K - $575K
|
84.7K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.76K+ 6.54% |
$43K - $43.8K
|
28.6K
$710K
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
85K+ 55.55% |
$2.08M - $2.12M
|
238K
$5.91M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
198K+ 774.77% |
$4.86M - $4.95M
|
224K
$5.55M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
180KNew |
$4.41M - $4.49M
|
180K
$4.46M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-15.5K- 3.92% |
$380K - $387K
|
380K
$9.42M
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
176K+ 86.35% |
$4.32M - $4.4M
|
381K
$9.45M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
111K+ 26.39% |
$2.71M - $2.76M
|
530K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.38K+ 3.43% |
$230K - $234K
|
283K
$7.02M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-18.9K- 11.71% |
$463K - $471K
|
142K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.39K- 17.11% |
$58.5K - $59.6K
|
11.6K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-3.26K- 14.8% |
$79.8K - $81.2K
|
18.7K
$465K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
879KNew |
$21.5M - $21.9M
|
879K
$21.8M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
29KNew |
$710K - $723K
|
29K
$718K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
27.8KNew |
$681K - $693K
|
27.8K
$689K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
9.84KNew |
$241K - $246K
|
9.84K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
22.4K+ 12.4% |
$549K - $559K
|
203K
$5.04M
|
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
BUY
|
- |
200+ 1.18% |
$4.9K - $4.99K
|
17.2K
$426K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.6K+ 19.5% |
$284K - $289K
|
70.9K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
619K+ 19.34% |
$15.2M - $15.4M
|
3.82M
$94.7M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-28.9K- 9.22% |
$707K - $720K
|
284K
$7.05M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.4K+ 5.79% |
$621K - $633K
|
464K
$11.5M
|
|