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 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
217K+ 781.49% |
$5.18M - $5.44M
|
245K
$6.04M
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
14KNew |
$334K - $351K
|
14K
$346K
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-38.5K- 52.75% |
$918K - $964K
|
34.5K
$850K
|
|
|
Nov 01, 2022
Q3 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
15.9KNew |
$379K - $398K
|
15.9K
$392K
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
11.7KNew |
$279K - $293K
|
11.7K
$289K
|
|
| Q2 2022 | |||||||
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-4.81KClosed |
$117K - $123K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-19.6KClosed |
$479K - $501K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-945- 55.75% |
$23.1K - $24.1K
|
750
$18.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-21.7KClosed |
$529K - $554K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-10.4KClosed |
$255K - $267K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.4K- 48.28% |
$34.2K - $35.8K
|
1.5K
$37K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
4.98K+ 61.88% |
$122K - $127K
|
13K
$321K
|
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-24.7KClosed |
$602K - $630K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
110New |
$2.69K - $2.81K
|
110
$2.71K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.8K+ 11.07% |
$43.9K - $45.9K
|
18.1K
$445K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.99KClosed |
$171K - $179K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
13.9KNew |
$339K - $355K
|
13.9K
$342K
|
|
| Q1 2022 | |||||||
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-12.5KClosed |
$317K - $328K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-8.82KClosed |
$225K - $233K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-9.62KClosed |
$245K - $254K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
22.6KNew |
$577K - $597K
|
22.6K
$558K
|
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-31.5KClosed |
$802K - $830K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.8KClosed |
$300K - $311K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-82Closed |
$2.09K - $2.16K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-375Closed |
$9.55K - $9.89K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.17KClosed |
$217K - $218K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-12.2KClosed |
$325K - $326K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-74KClosed |
$1.97M - $1.97M
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
350New |
$9.3K - $9.34K
|
350
$8.62K
|
|
| Q2 2021 | |||||||
|
Jul 16, 2021
Q2 2021
|
Lvz, Inc.
|
SELL
|
- |
-27.3KClosed |
$726K - $729K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 19, 2021
Q1 2021
|
Curran Financial Partners, LLC
|
SELL
|
- |
-7.84KClosed |
$208K - $210K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-6.4KClosed |
$169K - $172K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-8.34K- 93.31% |
$218K - $223K
|
598
$14.7K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-10KClosed |
$240K - $260K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-150Closed |
$3.58K - $3.88K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-13.7KClosed |
$327K - $355K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-319Closed |
$8.19K - $8.27K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 25, 2019
Q1 2019
|
Donald L. Hagan, LLC
|
SELL
|
- |
-63.7KClosed |
$1.59M - $1.62M
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Acg Wealth
|
SELL
|
- |
-114KClosed |
$2.85M - $2.91M
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-400KClosed |
$10M - $10.1M
|
0
$0
|
|