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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-264K- 89.26% |
$6.47M - $6.63M
|
31.7K
$784K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35K+ 8.25% |
$860K - $881K
|
460K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
204KNew |
$5M - $5.12M
|
204K
$5.04M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
42+ 0.01% |
$1.03K - $1.06K
|
354K
$8.75M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
23.3K+ 44.55% |
$572K - $586K
|
75.6K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.2K+ 4.21% |
$251K - $257K
|
253K
$6.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.14K+ 1.19% |
$126K - $129K
|
438K
$10.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
484New |
$11.9K - $12.2K
|
484
$12K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
213+ 217.35% |
$5.23K - $5.36K
|
311
$7.69K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
54.8K+ 18.86% |
$1.35M - $1.38M
|
345K
$8.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
45.5KNew |
$1.12M - $1.14M
|
45.5K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.63K- 22.81% |
$64.5K - $66.1K
|
8.89K
$220K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.9K- 26.2% |
$71.1K - $72.8K
|
8.15K
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
121KNew |
$2.96M - $3.03M
|
121K
$2.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
533K+ 42.75% |
$13.1M - $13.4M
|
1.78M
$44M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
38K+ 30.59% |
$934K - $957K
|
162K
$4.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25.6KNew |
$629K - $644K
|
25.6K
$633K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
824+ 8.05% |
$20.2K - $20.7K
|
11.1K
$274K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-981- 6.57% |
$24.1K - $24.7K
|
14K
$345K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
162K+ 62.87% |
$3.97M - $4.07M
|
419K
$10.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
149K+ 5.57% |
$3.66M - $3.75M
|
2.83M
$69.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.16K+ 15.59% |
$53.1K - $54.4K
|
16K
$397K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
921K+ 28.0% |
$22.6M - $23.2M
|
4.21M
$104M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.63K+ 15.13% |
$40K - $41K
|
12.4K
$307K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-45- 3.9% |
$1.1K - $1.13K
|
1.11K
$27.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.79K+ 3.73% |
$44K - $45.1K
|
49.9K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-77- 8.25% |
$1.89K - $1.94K
|
856
$21.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-549- 13.26% |
$13.5K - $13.8K
|
3.59K
$88.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.64M+ 15.94% |
$40.4M - $41.4M
|
12M
$296M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.36K+ 1.32% |
$33.5K - $34.3K
|
105K
$2.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
110+ 0.84% |
$2.7K - $2.77K
|
13.2K
$325K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
50.7KNew |
$1.25M - $1.28M
|
50.7K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.4K+ 6.75% |
$745K - $764K
|
480K
$11.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.9K- 2.54% |
$120K - $123K
|
188K
$4.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
188KNew |
$4.62M - $4.73M
|
188K
$4.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
80.9K+ 5.99% |
$1.99M - $2.04M
|
1.43M
$35.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
33.6KNew |
$826K - $846K
|
33.6K
$832K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.02K+ 4.12% |
$49.5K - $50.7K
|
50.9K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-11.7K- 54.92% |
$286K - $293K
|
9.57K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-33.5K- 22.18% |
$822K - $842K
|
117K
$2.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.71K+ 57.7% |
$116K - $119K
|
12.9K
$318K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.46K+ 138.4% |
$84.9K - $87.1K
|
5.96K
$147K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-236- 0.16% |
$5.79K - $5.94K
|
151K
$3.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12.8K- 4.67% |
$315K - $323K
|
262K
$6.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-23.6K- 5.14% |
$578K - $593K
|
434K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.1K+ 3.46% |
$27.1K - $27.8K
|
33K
$817K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
47.4K+ 32.13% |
$1.16M - $1.19M
|
195K
$4.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
536K+ 15.59% |
$13.2M - $13.5M
|
3.98M
$98.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
20.7KNew |
$507K - $520K
|
20.7K
$511K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-102K- 6.46% |
$2.51M - $2.57M
|
1.48M
$36.7M
|