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 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
24.2K+ 8.06% |
$591K - $612K
|
325K
$8M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-218- 0.2% |
$5.32K - $5.51K
|
111K
$2.73M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
11.5KNew |
$281K - $291K
|
11.5K
$284K
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
124KNew |
$3.02M - $3.13M
|
124K
$3.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
505K+ 23.24% |
$12.3M - $12.8M
|
2.68M
$66M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.12KNew |
$27.4K - $28.4K
|
1.12K
$27.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.2K+ 67.36% |
$274K - $284K
|
27.9K
$687K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.11K+ 2466.67% |
$27.1K - $28.1K
|
1.16K
$28.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12.8K+ 8.64% |
$313K - $324K
|
161K
$3.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.5K+ 10.2% |
$403K - $418K
|
179K
$4.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
342K+ 29.09% |
$8.35M - $8.65M
|
1.52M
$37.4M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-14.2K- 13.18% |
$347K - $359K
|
93.6K
$2.31M
|
|
|
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 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-13.6K- 17.31% |
$331K - $343K
|
64.9K
$1.6M
|
|
|
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
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
568K+ 19.8% |
$13.9M - $14.4M
|
3.44M
$84.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
6.77K+ 11.08% |
$165K - $171K
|
67.9K
$1.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
44.6K+ 3.55% |
$1.09M - $1.13M
|
1.3M
$32.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.82K+ 3.53% |
$68.8K - $71.3K
|
82.8K
$2.04M
|
|
|
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
$7.38M
|
|
|
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
$3.63M
|
|
|
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
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
220K+ 94.58% |
$5.37M - $5.57M
|
453K
$11.2M
|
|
|
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 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
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
502+ 0.78% |
$12.2K - $12.7K
|
64.7K
$1.59M
|
|
|
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
$402K
|
|
|
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
$786K
|