Latest Institutional Purchases of First Tr ETF Viii Tcw Unconstr (UCON)
This list provides information on the latest institutional transactions involving First Tr ETF Viii Tcw Unconstr (UCON) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
346K+ 20.18% |
$8.48M - $8.69M
|
2.06M
$50.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
343KNew |
$8.43M - $8.64M
|
343K
$8.48M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
211K+ 259.48% |
$5.19M - $5.32M
|
293K
$7.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
170K+ 9.35% |
$4.16M - $4.27M
|
1.98M
$49M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
130K+ 18.21% |
$3.19M - $3.27M
|
843K
$20.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
124KNew |
$3.04M - $3.11M
|
124K
$3.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
105K+ 1165.76% |
$2.58M - $2.65M
|
114K
$2.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
96.7K+ 75.32% |
$2.37M - $2.43M
|
225K
$5.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
81.7KNew |
$2.01M - $2.06M
|
81.7K
$2.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
80.4K+ 64.87% |
$1.97M - $2.02M
|
204K
$5.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
77.3K+ 5.94% |
$1.9M - $1.94M
|
1.38M
$34.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
77.2K+ 288.76% |
$1.9M - $1.94M
|
104K
$2.57M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
74.2KNew |
$1.82M - $1.87M
|
74.2K
$1.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
69K+ 8.19% |
$1.69M - $1.73M
|
910K
$22.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
54.8K+ 6.18% |
$1.35M - $1.38M
|
942K
$23.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
47.2K+ 23851.52% |
$1.16M - $1.19M
|
47.4K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
46.4K+ 41.71% |
$1.14M - $1.17M
|
158K
$3.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
45.1K+ 96.66% |
$1.11M - $1.13M
|
91.8K
$2.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
44.6K+ 12.22% |
$1.09M - $1.12M
|
409K
$10.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
42.8K+ 138.32% |
$1.05M - $1.08M
|
73.7K
$1.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
36.4K+ 9.5% |
$893K - $915K
|
419K
$10.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
32.5K+ 6.26% |
$799K - $819K
|
553K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
30.3K+ 4.77% |
$744K - $762K
|
665K
$16.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
29.2K+ 23.29% |
$716K - $734K
|
154K
$3.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23.4K+ 10.39% |
$575K - $589K
|
249K
$6.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
22.7K+ 3.43% |
$558K - $572K
|
685K
$16.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22K+ 54.43% |
$539K - $552K
|
62.3K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
18KNew |
$443K - $454K
|
18K
$446K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
18K+ 5.29% |
$442K - $453K
|
358K
$8.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17.2K+ 4.5% |
$422K - $433K
|
400K
$9.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
17.1KNew |
$421K - $431K
|
17.1K
$423K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
16.6K+ 5.54% |
$408K - $418K
|
316K
$7.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
16.4K+ 5.78% |
$403K - $413K
|
300K
$7.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
16.3KNew |
$401K - $411K
|
16.3K
$403K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
15.8K+ 160.67% |
$388K - $397K
|
25.6K
$633K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
14.3KNew |
$351K - $359K
|
14.3K
$353K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.5KNew |
$330K - $339K
|
13.5K
$332K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
11.6K+ 31.38% |
$285K - $293K
|
48.7K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11K+ 14.4% |
$270K - $277K
|
87.5K
$2.16M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
10.4K+ 5.05% |
$254K - $261K
|
216K
$5.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$247K - $253K
|
10.1K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
9.13KNew |
$224K - $230K
|
9.13K
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
8.56KNew |
$210K - $215K
|
8.56K
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
8.27K+ 2.62% |
$203K - $208K
|
324K
$8M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7.66K+ 9.25% |
$188K - $193K
|
90.4K
$2.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
7.21K+ 9.09% |
$177K - $182K
|
86.6K
$2.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.65K+ 36.51% |
$163K - $167K
|
24.9K
$614K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.9K+ 0.82% |
$145K - $148K
|
722K
$17.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
5.79K+ 11.58% |
$142K - $146K
|
55.8K
$1.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.54K+ 3.99% |
$136K - $139K
|
144K
$3.56M
|