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 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
30.6K+ 6.94% |
$750K - $764K
|
472K
$11.7M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.08KNew |
$100K - $102K
|
4.08K
$102K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
596New |
$14.6K - $14.9K
|
596
$14.8K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-121- 25.0% |
$2.96K - $3.02K
|
363
$9.03K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
17.6K+ 5.21% |
$431K - $439K
|
355K
$8.84M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
832+ 3.64% |
$20.4K - $20.8K
|
23.7K
$590K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
32.7K+ 13.75% |
$802K - $817K
|
271K
$6.74M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-382K- 31.41% |
$9.36M - $9.54M
|
835K
$20.8M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
30.6K+ 13.6% |
$750K - $763K
|
256K
$6.36M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-735- 8.27% |
$18K - $18.3K
|
8.15K
$203K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20K+ 61.12% |
$489K - $498K
|
52.7K
$1.31M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
461New |
$11.3K - $11.5K
|
461
$11.5K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
18.3K+ 4.36% |
$448K - $456K
|
437K
$10.9M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-51.5K- 6.56% |
$1.26M - $1.29M
|
733K
$18.2M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-17.5K- 25.51% |
$428K - $436K
|
51K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
281K+ 182.29% |
$6.9M - $7.02M
|
436K
$10.8M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4K- 3.62% |
$98K - $99.8K
|
107K
$2.65M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.89K+ 9.0% |
$70.8K - $72.1K
|
35K
$870K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-2K- 4.07% |
$49K - $49.9K
|
47.2K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
SELL
|
- |
-6.92K- 24.18% |
$170K - $173K
|
21.7K
$540K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.8K- 4.79% |
$68.6K - $69.9K
|
55.7K
$1.39M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
9.6K+ 3.68% |
$235K - $239K
|
270K
$6.73M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-560- 9.4% |
$13.7K - $14K
|
5.4K
$134K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13K+ 5.45% |
$318K - $324K
|
251K
$6.25M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-56K- 61.91% |
$1.37M - $1.4M
|
34.5K
$857K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-931K- 67.53% |
$22.8M - $23.2M
|
448K
$11.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
172KNew |
$4.22M - $4.3M
|
172K
$4.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-978- 3.38% |
$24K - $24.4K
|
28K
$695K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.45K- 4.88% |
$60K - $61.1K
|
47.7K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
76.3K+ 122.51% |
$1.87M - $1.9M
|
139K
$3.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8.26KNew |
$202K - $206K
|
8.26K
$205K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-51.7K- 76.45% |
$1.27M - $1.29M
|
15.9K
$396K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
90New |
$2.21K - $2.25K
|
90
$2.24K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.91K+ 1.03% |
$120K - $122K
|
481K
$12M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
190+ 1.52% |
$4.66K - $4.74K
|
12.7K
$316K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.62K- 15.4% |
$39.7K - $40.5K
|
8.91K
$222K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-30.4K- 23.77% |
$745K - $759K
|
97.6K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-971- 6.65% |
$23.8K - $24.2K
|
13.6K
$339K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
12.2K+ 10.76% |
$298K - $303K
|
125K
$3.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.29K+ 13.87% |
$56.2K - $57.2K
|
18.8K
$468K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.71K+ 16.39% |
$66.4K - $67.6K
|
19.3K
$479K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
16.7K+ 2.57% |
$409K - $416K
|
665K
$16.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-135K- 6.83% |
$3.32M - $3.38M
|
1.85M
$46M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
157+ 0.97% |
$3.85K - $3.92K
|
16.4K
$407K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-84.4K- 2.99% |
$2.07M - $2.11M
|
2.74M
$68.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
29.2K+ 5.36% |
$715K - $728K
|
574K
$14.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.51K+ 2.02% |
$36.9K - $37.6K
|
76K
$1.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-8.89K- 47.51% |
$218K - $222K
|
9.82K
$244K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.28K+ 12.47% |
$31.5K - $32K
|
11.6K
$288K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.97K+ 131.51% |
$122K - $124K
|
8.75K
$218K
|