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 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
1.08K+ 1.32% |
$26.4K - $26.9K
|
82.8K
$2.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
921+ 1.65% |
$22.6K - $23K
|
56.7K
$1.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-66.6K- 64.61% |
$1.63M - $1.66M
|
36.5K
$908K
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-192K- 21.94% |
$4.7M - $4.79M
|
683K
$17M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
98.4K+ 133.57% |
$2.41M - $2.46M
|
172K
$4.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-6.51K- 37.13% |
$160K - $162K
|
11K
$274K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
9.27KNew |
$227K - $231K
|
9.27K
$231K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
398K+ 115.85% |
$9.74M - $9.92M
|
741K
$18.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-61K- 33.07% |
$1.49M - $1.52M
|
123K
$3.07M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
488New |
$12K - $12.2K
|
488
$12.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
4.27K+ 6.89% |
$105K - $107K
|
66.3K
$1.65M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
22.2K+ 10.28% |
$543K - $553K
|
238K
$5.91M
|
|
| Q4 2024 | |||||||
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
11.1KNew |
$273K - $279K
|
11.1K
$276K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-58.4K- 3.71% |
$1.43M - $1.47M
|
1.52M
$37.7M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
217New |
$5.33K - $5.46K
|
217
$5.4K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
142KNew |
$3.49M - $3.58M
|
142K
$3.54M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.88K+ 56.93% |
$243K - $249K
|
27.2K
$678K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.58KNew |
$211K - $216K
|
8.58K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
24.6KNew |
$605K - $620K
|
24.6K
$613K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.91K+ 316.35% |
$243K - $249K
|
13K
$324K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.92K+ 18.37% |
$121K - $124K
|
31.7K
$789K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$73.7 - $75.5
|
14.9K
$370K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
23.3K+ 44.55% |
$572K - $586K
|
75.6K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
24.1K+ 18.99% |
$592K - $607K
|
151K
$3.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2.44K+ 1.64% |
$59.8K - $61.3K
|
151K
$3.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.9K- 26.2% |
$71.1K - $72.8K
|
8.15K
$203K
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
45.5KNew |
$1.12M - $1.14M
|
45.5K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
213+ 217.35% |
$5.23K - $5.36K
|
311
$7.74K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-77- 8.25% |
$1.89K - $1.94K
|
856
$21.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.79K+ 3.73% |
$44K - $45.1K
|
49.9K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-45- 3.9% |
$1.1K - $1.13K
|
1.11K
$27.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.63K+ 15.13% |
$40K - $41K
|
12.4K
$308K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-11.7K- 54.92% |
$286K - $293K
|
9.57K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.02K+ 4.12% |
$49.5K - $50.7K
|
50.9K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
188KNew |
$4.62M - $4.73M
|
188K
$4.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.9K- 2.54% |
$120K - $123K
|
188K
$4.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-33.5K- 22.18% |
$822K - $842K
|
117K
$2.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
275KNew |
$6.76M - $6.93M
|
275K
$6.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-340- 23.38% |
$8.35K - $8.55K
|
1.11K
$27.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
99+ 1.2% |
$2.43K - $2.49K
|
8.37K
$208K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2+ 0.0% |
$49.1 - $50.3
|
90.1K
$2.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-174- 0.69% |
$4.27K - $4.38K
|
24.9K
$620K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-979- 6.69% |
$24K - $24.6K
|
13.7K
$340K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.65K+ 36.51% |
$163K - $167K
|
24.9K
$619K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
515+ 2.82% |
$12.6K - $13K
|
18.8K
$467K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-2.48K- 4.08% |
$60.9K - $62.4K
|
58.3K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
18KNew |
$443K - $454K
|
18K
$449K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.26KNew |
$30.9K - $31.6K
|
1.26K
$31.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-29.8K- 99.75% |
$732K - $750K
|
74
$1.84K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
211K+ 259.48% |
$5.19M - $5.32M
|
293K
$7.29M
|
|