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 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.6K+ 4.01% |
$991K - $1.03M
|
1.05M
$26.1M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
65.2K+ 36.49% |
$1.59M - $1.65M
|
244K
$6.03M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-10.4K- 24.59% |
$254K - $263K
|
31.9K
$790K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
8.55KNew |
$208K - $216K
|
8.55K
$211K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
136+ 0.75% |
$3.32K - $3.44K
|
18.2K
$451K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
27.9K+ 7.86% |
$680K - $704K
|
382K
$9.46M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.7K+ 60.21% |
$358K - $371K
|
39K
$966K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-765- 4.25% |
$18.7K - $19.3K
|
17.2K
$427K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-119K- 44.46% |
$2.89M - $3M
|
148K
$3.66M
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-13.4K- 33.56% |
$326K - $338K
|
26.5K
$656K
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.4K+ 0.64% |
$34.2K - $35.5K
|
222K
$5.5M
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-6.25K- 87.0% |
$152K - $158K
|
933
$23.1K
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1K+ 8.06% |
$24.4K - $25.3K
|
13.4K
$332K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.67K+ 12.06% |
$40.7K - $42.2K
|
15.5K
$384K
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
60.8KNew |
$1.48M - $1.54M
|
60.8K
$1.5M
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
21.3K+ 5.13% |
$519K - $537K
|
435K
$10.8M
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-235- 2.4% |
$5.73K - $5.94K
|
9.57K
$237K
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
9.37K+ 7.88% |
$229K - $237K
|
128K
$3.18M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.45K+ 5.59% |
$35.2K - $36.5K
|
27.3K
$676K
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
18.3KNew |
$446K - $462K
|
18.3K
$452K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
37.9K+ 431.24% |
$924K - $958K
|
46.7K
$1.15M
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
286+ 1.66% |
$6.98K - $7.23K
|
17.5K
$432K
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-8.39K- 26.22% |
$205K - $212K
|
23.6K
$584K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.35K- 1.24% |
$130K - $135K
|
427K
$10.6M
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
29.3K+ 4.19% |
$714K - $740K
|
727K
$18M
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
8.17KNew |
$199K - $206K
|
8.17K
$202K
|
|
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
|
Psi Advisors, LLC
|
SELL
|
- |
-225- 30.82% |
$5.49K - $5.69K
|
505
$12.5K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-495- 4.31% |
$12.1K - $12.5K
|
11K
$272K
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-44.5K- 54.54% |
$1.08M - $1.12M
|
37K
$917K
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
23.9K+ 8.99% |
$583K - $604K
|
290K
$7.17M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.24K+ 4.86% |
$30.2K - $31.3K
|
26.7K
$661K
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
18.4K+ 6.17% |
$448K - $464K
|
316K
$7.81M
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-116K- 92.77% |
$2.82M - $2.93M
|
9.02K
$223K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
203K+ 17.67% |
$4.95M - $5.13M
|
1.35M
$33.4M
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
278K+ 31.83% |
$6.78M - $7.03M
|
1.15M
$28.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
511K+ 84.62% |
$12.5M - $12.9M
|
1.11M
$27.6M
|
|
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
|
Columbia Advisory Partners LLC
|
BUY
|
- |
575+ 1.16% |
$14K - $14.5K
|
50K
$1.24M
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.08K- 0.4% |
$50.8K - $52.6K
|
520K
$12.9M
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.42K+ 1.29% |
$205K - $213K
|
662K
$16.4M
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.69K+ 16.24% |
$41.2K - $42.7K
|
12.1K
$299K
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
82.6K+ 29.25% |
$2.01M - $2.09M
|
365K
$9.03M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.02K+ 2.19% |
$24.8K - $25.7K
|
47.4K
$1.17M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.4K+ 44.52% |
$303K - $314K
|
40.3K
$998K
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
7.38K+ 4.08% |
$180K - $187K
|
188K
$4.66M
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.65K+ 6.83% |
$138K - $143K
|
88.4K
$2.19M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.27K+ 5.33% |
$31K - $32.1K
|
25.1K
$621K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.37K+ 38.23% |
$107K - $110K
|
15.8K
$391K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-15.9K- 5.5% |
$387K - $402K
|
273K
$6.75M
|