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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
18.3KNew |
$446K - $462K
|
18.3K
$451K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.45K+ 5.59% |
$35.2K - $36.5K
|
27.3K
$673K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
286+ 1.66% |
$6.98K - $7.23K
|
17.5K
$431K
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-8.39K- 26.22% |
$205K - $212K
|
23.6K
$582K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
37.9K+ 431.24% |
$924K - $958K
|
46.7K
$1.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-495- 4.31% |
$12.1K - $12.5K
|
11K
$271K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-225- 30.82% |
$5.49K - $5.69K
|
505
$12.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-135K- 63.3% |
$3.29M - $3.41M
|
78.2K
$1.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
8.17KNew |
$199K - $206K
|
8.17K
$201K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
29.3K+ 4.19% |
$714K - $740K
|
727K
$17.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.35K- 1.24% |
$130K - $135K
|
427K
$10.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-44.5K- 54.54% |
$1.08M - $1.12M
|
37K
$913K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
23.9K+ 8.99% |
$583K - $604K
|
290K
$7.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.24K+ 4.86% |
$30.2K - $31.3K
|
26.7K
$659K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
18.4K+ 6.17% |
$448K - $464K
|
316K
$7.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-299K- 37.75% |
$7.3M - $7.57M
|
493K
$12.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-116K- 92.77% |
$2.82M - $2.93M
|
9.02K
$222K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
203K+ 17.67% |
$4.95M - $5.13M
|
1.35M
$33.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
278K+ 31.83% |
$6.78M - $7.03M
|
1.15M
$28.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
511K+ 84.62% |
$12.5M - $12.9M
|
1.11M
$27.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
575+ 1.16% |
$14K - $14.5K
|
50K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.08K- 0.4% |
$50.8K - $52.6K
|
520K
$12.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.42K+ 1.29% |
$205K - $213K
|
662K
$16.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.69K+ 16.24% |
$41.2K - $42.7K
|
12.1K
$298K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
82.6K+ 29.25% |
$2.01M - $2.09M
|
365K
$8.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
7.38K+ 4.08% |
$180K - $187K
|
188K
$4.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.4K+ 44.52% |
$303K - $314K
|
40.3K
$994K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.02K+ 2.19% |
$24.8K - $25.7K
|
47.4K
$1.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 1.5% |
$258K - $267K
|
716K
$17.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-15.9K- 5.5% |
$387K - $402K
|
273K
$6.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.37K+ 38.23% |
$107K - $110K
|
15.8K
$389K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.27K+ 5.33% |
$31K - $32.1K
|
25.1K
$619K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.65K+ 6.83% |
$138K - $143K
|
88.4K
$2.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
BUY
|
- |
17.6KNew |
$430K - $446K
|
17.6K
$434K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.81K+ 22.16% |
$215K - $223K
|
48.6K
$1.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-665- 92.62% |
$16.2K - $16.8K
|
53
$1.31K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1.19K- 3.81% |
$28.9K - $30K
|
29.9K
$737K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
10.4K+ 1.16% |
$253K - $262K
|
900K
$22.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
30.3K+ 16.76% |
$739K - $766K
|
211K
$5.2M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
835+ 0.25% |
$20.4K - $21.1K
|
334K
$8.23M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3+ 0.14% |
$73.2 - $75.8
|
2.22K
$54.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.35K- 3.02% |
$81.8K - $84.7K
|
108K
$2.65M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
61.3K+ 59.57% |
$1.49M - $1.55M
|
164K
$4.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
790New |
$19.3K - $20K
|
790
$19.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-14.7K- 6.83% |
$359K - $372K
|
201K
$4.95M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
563K+ 49.01% |
$13.7M - $14.2M
|
1.71M
$42.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-668- 3.35% |
$16.3K - $16.9K
|
19.3K
$475K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-289K- 92.88% |
$7.06M - $7.32M
|
22.2K
$546K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.4K- 38.33% |
$156K - $162K
|
10.3K
$254K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
184+ 0.06% |
$4.49K - $4.65K
|
284K
$6.99M
|