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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3KNew |
$71.7K - $73.2K
|
3K
$73.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-6.61K- 30.83% |
$158K - $161K
|
14.8K
$365K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
9.06KNew |
$217K - $221K
|
9.06K
$223K
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-12.5K- 51.01% |
$300K - $306K
|
12.1K
$297K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-2.17K- 16.09% |
$51.9K - $53K
|
11.3K
$279K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.25K+ 23.87% |
$77.7K - $79.2K
|
16.9K
$415K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
13.3KNew |
$321K - $327K
|
13.3K
$328K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.5KNew |
$326K - $333K
|
13.5K
$334K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
822New |
$19.8K - $20.2K
|
822
$20.3K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
10KNew |
$241K - $246K
|
10K
$246K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.27KNew |
$54.7K - $55.9K
|
2.27K
$56K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
206New |
$4.96K - $5.07K
|
206
$5.08K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
161KNew |
$3.89M - $3.97M
|
161K
$3.98M
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-4.04K- 4.47% |
$97.2K - $99.2K
|
86.3K
$2.13M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
366KNew |
$8.74M - $9.05M
|
366K
$9.02M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.25K- 36.31% |
$77.6K - $80.4K
|
5.7K
$141K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-465- 4.23% |
$11.1K - $11.5K
|
10.5K
$259K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-20.6K- 54.09% |
$492K - $509K
|
17.5K
$431K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-15K- 4.12% |
$358K - $371K
|
349K
$8.6M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-60K- 18.25% |
$1.43M - $1.48M
|
269K
$6.63M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.61KNew |
$38.3K - $39.7K
|
1.61K
$39.6K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
277New |
$6.61K - $6.85K
|
277
$6.83K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-4K- 23.62% |
$95.6K - $99K
|
12.9K
$319K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-326- 1.72% |
$7.78K - $8.06K
|
18.6K
$459K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.18K- 12.41% |
$28.1K - $29.1K
|
8.3K
$205K
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-19.9K- 54.92% |
$474K - $491K
|
16.3K
$402K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
2.02K+ 13.47% |
$48.3K - $50K
|
17K
$420K
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
16.4KNew |
$391K - $405K
|
16.4K
$404K
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-485- 4.81% |
$11.6K - $12K
|
9.6K
$237K
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-9.91K- 53.09% |
$236K - $245K
|
8.76K
$216K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.6KNew |
$37.5K - $39.1K
|
1.6K
$39.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
183K+ 43.49% |
$4.28M - $4.47M
|
602K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.02KNew |
$47.4K - $49.5K
|
2.02K
$49.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
14.2K+ 32.36% |
$332K - $347K
|
58K
$1.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
75New |
$1.76K - $1.84K
|
75
$1.85K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12.2KNew |
$285K - $298K
|
12.2K
$300K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.38K- 12.43% |
$173K - $181K
|
52K
$1.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.71KNew |
$228K - $238K
|
9.71K
$239K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3.7K+ 10.18% |
$86.6K - $90.4K
|
40K
$986K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
304New |
$7.13K - $7.44K
|
304
$7.49K
|
|
|
Feb 02, 2023
Q4 2022
|
Daniels&Tansey,Llp
|
BUY
|
- |
39.5K+ 38.02% |
$926K - $966K
|
143K
$3.53M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
17KNew |
$399K - $416K
|
17K
$419K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
36New |
$844 - $881
|
36
$887
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-589- 91.04% |
$13.8K - $14.4K
|
58
$1.43K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
667New |
$15.6K - $16.3K
|
667
$16.4K
|
|
| Q3 2022 | |||||||
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17KNew |
$404K - $424K
|
17K
$418K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
260New |
$6.19K - $6.51K
|
260
$6.41K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.42K- 28.96% |
$153K - $161K
|
15.8K
$388K
|
|
|
Nov 14, 2022
Q3 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
9.82KNew |
$234K - $246K
|
9.82K
$242K
|
|