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 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-665- 92.62% |
$16.2K - $16.8K
|
53
$1.31K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1.19K- 3.81% |
$28.9K - $30K
|
29.9K
$737K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
10.4K+ 1.16% |
$253K - $262K
|
900K
$22.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
30.3K+ 16.76% |
$739K - $766K
|
211K
$5.2M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
835+ 0.25% |
$20.4K - $21.1K
|
334K
$8.23M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
61.3K+ 59.57% |
$1.49M - $1.55M
|
164K
$4.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.35K- 3.02% |
$81.8K - $84.7K
|
108K
$2.65M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3+ 0.14% |
$73.2 - $75.8
|
2.22K
$54.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
563K+ 49.01% |
$13.7M - $14.2M
|
1.71M
$42.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-14.7K- 6.83% |
$359K - $372K
|
201K
$4.94M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
790New |
$19.3K - $20K
|
790
$19.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-668- 3.35% |
$16.3K - $16.9K
|
19.3K
$475K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
434KNew |
$10.6M - $11M
|
434K
$10.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
184+ 0.06% |
$4.49K - $4.65K
|
284K
$6.99M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.4K- 38.33% |
$156K - $162K
|
10.3K
$254K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-289K- 92.88% |
$7.06M - $7.32M
|
22.2K
$546K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
47K+ 14.01% |
$1.15M - $1.19M
|
383K
$9.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
13KNew |
$318K - $329K
|
13K
$321K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-937- 1.65% |
$22.9K - $23.7K
|
56K
$1.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.38K+ 3.76% |
$58.1K - $60.3K
|
65.8K
$1.62M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
13K+ 6.78% |
$318K - $329K
|
205K
$5.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.31K+ 14.5% |
$56.3K - $58.3K
|
18.2K
$449K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
35.3K+ 4.38% |
$862K - $893K
|
841K
$20.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-18K- 31.94% |
$440K - $456K
|
38.4K
$947K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-618- 1.04% |
$15.1K - $15.6K
|
58.9K
$1.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
16.7K+ 6.26% |
$407K - $422K
|
283K
$6.97M
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
3.22K+ 4.23% |
$78.6K - $81.4K
|
79.4K
$1.96M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.33K+ 10.98% |
$56.8K - $58.9K
|
23.5K
$580K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.3K- 11.71% |
$31.8K - $32.9K
|
9.83K
$242K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
16.7K+ 37.45% |
$406K - $421K
|
61.1K
$1.51M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
22.9K+ 3.32% |
$559K - $579K
|
713K
$17.6M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
75.1K+ 548.68% |
$1.81M - $1.85M
|
88.7K
$2.19M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-511- 9.26% |
$12.3K - $12.6K
|
5.01K
$123K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
256KNew |
$6.18M - $6.3M
|
256K
$6.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
543KNew |
$13.1M - $13.4M
|
543K
$13.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
50.7K+ 34.33% |
$1.22M - $1.25M
|
198K
$4.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.3KNew |
$272K - $278K
|
11.3K
$278K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.81KNew |
$67.8K - $69.1K
|
2.81K
$69.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-10.6K- 26.24% |
$255K - $260K
|
29.7K
$733K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
441+ 13.75% |
$10.6K - $10.9K
|
3.65K
$89.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
349KNew |
$8.42M - $8.58M
|
349K
$8.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
21+ 28.0% |
$507 - $517
|
96
$2.37K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
500New |
$12.1K - $12.3K
|
500
$12.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
16.4KNew |
$395K - $403K
|
16.4K
$403K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
5.95K+ 5.19% |
$144K - $146K
|
121K
$2.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
475New |
$11.5K - $11.7K
|
475
$11.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
200New |
$4.83K - $4.92K
|
200
$4.93K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
12.8KNew |
$308K - $314K
|
12.8K
$315K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-453- 0.5% |
$10.9K - $11.1K
|
90K
$2.22M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.14KNew |
$100K - $102K
|
4.14K
$102K
|
|