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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
147K+ 26.55% |
$3.6M - $3.66M
|
699K
$17.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.46KNew |
$60.3K - $61.4K
|
2.46K
$61.2K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
22.5K+ 25.69% |
$551K - $561K
|
110K
$2.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-18.4K- 44.86% |
$450K - $458K
|
22.6K
$561K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-161- 1.28% |
$3.94K - $4.02K
|
12.4K
$309K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-16.4K- 17.09% |
$401K - $409K
|
79.5K
$1.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
29+ 0.29% |
$711 - $724
|
10.1K
$251K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.74K+ 5.09% |
$91.7K - $93.4K
|
77.3K
$1.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
104KNew |
$2.54M - $2.58M
|
104K
$2.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.1K+ 3.52% |
$272K - $277K
|
326K
$8.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.77K+ 0.98% |
$67.9K - $69.2K
|
287K
$7.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.57K- 14.7% |
$185K - $189K
|
43.9K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
46.9K+ 11.45% |
$1.15M - $1.17M
|
456K
$11.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-26.7K- 7.75% |
$654K - $666K
|
318K
$7.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.6K- 34.38% |
$39.3K - $40K
|
3.06K
$76.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-9.6K- 2.2% |
$235K - $240K
|
427K
$10.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-122K- 50.0% |
$2.98M - $3.03M
|
122K
$3.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.93K- 10.75% |
$71.7K - $73.1K
|
24.3K
$605K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-20.6K- 61.31% |
$505K - $515K
|
13K
$324K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
1.93K+ 1.69% |
$47.2K - $48.1K
|
116K
$2.89M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-12.4K- 3.75% |
$305K - $311K
|
319K
$7.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.2K+ 76.96% |
$54K - $55K
|
5.07K
$126K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-14K- 42.43% |
$343K - $350K
|
19K
$473K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
9.67K+ 2.6% |
$237K - $241K
|
382K
$9.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
534+ 6.24% |
$13.1K - $13.3K
|
9.09K
$226K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
15.5KNew |
$379K - $386K
|
15.5K
$385K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-7.86K- 2.49% |
$193K - $196K
|
308K
$7.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
66.2K+ 15.63% |
$1.62M - $1.65M
|
490K
$12.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.5K- 6.46% |
$307K - $313K
|
181K
$4.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
26.3KNew |
$646K - $657K
|
26.3K
$656K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.98K+ 4.13% |
$122K - $124K
|
125K
$3.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
43+ 0.04% |
$1.05K - $1.07K
|
104K
$2.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-3.95K- 23.04% |
$96.8K - $98.6K
|
13.2K
$328K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
69.3K+ 142.41% |
$1.7M - $1.73M
|
118K
$2.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
109K+ 11.69% |
$2.67M - $2.72M
|
1.04M
$25.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
171+ 1.12% |
$4.19K - $4.27K
|
15.4K
$384K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
30.5K+ 15.64% |
$747K - $760K
|
225K
$5.61M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-14.2K- 28.93% |
$348K - $354K
|
34.9K
$868K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
12.1KNew |
$295K - $301K
|
12.1K
$300K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-7.3K- 10.12% |
$179K - $182K
|
64.9K
$1.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-1.92K- 0.76% |
$47K - $47.8K
|
252K
$6.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
70.3K+ 27.14% |
$1.72M - $1.75M
|
329K
$8.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
51K+ 7.44% |
$1.25M - $1.27M
|
736K
$18.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-46K- 14.05% |
$1.13M - $1.15M
|
282K
$7.01M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-59.5K- 80.18% |
$1.46M - $1.48M
|
14.7K
$366K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-483- 0.15% |
$11.8K - $12.1K
|
324K
$8.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
159K+ 7.73% |
$3.89M - $3.97M
|
2.22M
$55.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1+ 0.92% |
$24.5 - $25
|
110
$2.74K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.53K- 0.69% |
$37.5K - $38.2K
|
220K
$5.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-91.7K- 9.73% |
$2.25M - $2.29M
|
850K
$21.1M
|