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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.55M- 83.57% |
$38.1M - $38.7M
|
305K
$7.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
125K+ 6.81% |
$3.07M - $3.12M
|
1.96M
$48.8M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-68- 0.82% |
$1.67K - $1.7K
|
8.26K
$206K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.12K- 6.72% |
$27.4K - $27.9K
|
15.5K
$386K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.37K+ 1.46% |
$107K - $109K
|
305K
$7.58M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
20KNew |
$491K - $500K
|
20K
$499K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
219K+ 12.34% |
$5.38M - $5.48M
|
2M
$49.7M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-723- 89.7% |
$17.7K - $18K
|
83
$2.07K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
21.5K+ 5.06% |
$528K - $537K
|
447K
$11.1M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
11.6K+ 78.34% |
$284K - $289K
|
26.4K
$657K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
101K+ 4.7% |
$2.47M - $2.51M
|
2.24M
$55.8M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
73.9KNew |
$1.81M - $1.84M
|
73.9K
$1.84M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-525- 2.48% |
$12.9K - $13.1K
|
20.6K
$514K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10+ 0.08% |
$245 - $250
|
13.2K
$327K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
6.55K+ 49.63% |
$161K - $163K
|
19.8K
$492K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
280+ 10.17% |
$6.86K - $6.99K
|
3.03K
$75.5K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
616K+ 43.01% |
$15.1M - $15.4M
|
2.05M
$50.9M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
79.2K+ 36.12% |
$1.94M - $1.98M
|
298K
$7.42M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
237KNew |
$5.8M - $5.91M
|
237K
$5.89M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.4K+ 7.21% |
$255K - $259K
|
155K
$3.85M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46KNew |
$1.13M - $1.15M
|
46K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
59.5K+ 14.89% |
$1.46M - $1.48M
|
459K
$11.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-13.5K- 1.85% |
$330K - $336K
|
714K
$17.8M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.31K- 22.45% |
$81K - $82.5K
|
11.4K
$284K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.34K- 7.7% |
$106K - $108K
|
52K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
25.8K+ 140.97% |
$633K - $645K
|
44.2K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
33+ 3.67% |
$809 - $823
|
931
$23.2K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-18.3K- 4.21% |
$449K - $457K
|
416K
$10.4M
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
8.49K+ 4.17% |
$208K - $212K
|
212K
$5.28M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-609- 3.67% |
$14.9K - $15.2K
|
16K
$398K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
8.17K+ 39.53% |
$200K - $204K
|
28.8K
$717K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-641K- 16.13% |
$15.7M - $16M
|
3.33M
$82.9M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-170- 0.05% |
$4.17K - $4.24K
|
358K
$8.91M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
15.4K+ 6.08% |
$377K - $384K
|
269K
$6.69M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
329K+ 54.67% |
$8.07M - $8.21M
|
931K
$23.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
453K+ 3.78% |
$11.1M - $11.3M
|
12.4M
$309M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-3.76K- 18.26% |
$92.2K - $93.9K
|
16.8K
$419K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-29.7K- 83.39% |
$729K - $742K
|
5.93K
$147K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1+ 0.01% |
$24.5 - $25
|
16K
$399K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
78.5K+ 55.67% |
$1.92M - $1.96M
|
220K
$5.46M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-44.6K- 16.06% |
$1.09M - $1.11M
|
233K
$5.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.4K+ 0.99% |
$303K - $308K
|
1.26M
$31.4M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
74.1K+ 6.2% |
$1.82M - $1.85M
|
1.27M
$31.6M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
278K+ 565.8% |
$6.82M - $6.94M
|
327K
$8.15M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
705KNew |
$17.3M - $17.6M
|
705K
$17.5M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-72.7K- 83.5% |
$1.78M - $1.81M
|
14.4K
$357K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
38.1K+ 5.73% |
$934K - $951K
|
703K
$17.5M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-4.72K- 10.28% |
$116K - $118K
|
41.2K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
12.1K+ 74.06% |
$296K - $302K
|
28.4K
$707K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
10K+ 0.86% |
$246K - $251K
|
1.18M
$29.5M
|