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 |
---|---|---|---|---|---|---|---|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
345K+ 776.39% |
$8.44M - $8.59M
|
389K
$9.73M
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
315KNew |
$7.7M - $7.84M
|
315K
$7.86M
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
302K+ 79.41% |
$7.4M - $7.53M
|
683K
$17.1M
|
|
Jul 24, 2025
Q2 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
297KNew |
$7.26M - $7.39M
|
297K
$7.41M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
256K+ 6.71% |
$6.27M - $6.38M
|
4.08M
$102M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
217K+ 8.53% |
$5.31M - $5.4M
|
2.76M
$68.9M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
215K+ 20.63% |
$5.26M - $5.35M
|
1.26M
$31.4M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
189K+ 3.71% |
$4.64M - $4.72M
|
5.3M
$132M
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
160KNew |
$3.93M - $4M
|
160K
$4.01M
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
149K+ 116.76% |
$3.65M - $3.71M
|
277K
$6.92M
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
132K+ 60.28% |
$3.24M - $3.3M
|
352K
$8.8M
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
126K+ 83.17% |
$3.08M - $3.13M
|
277K
$6.92M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
114K+ 13.66% |
$2.79M - $2.84M
|
949K
$23.7M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
114K+ 40.36% |
$2.78M - $2.83M
|
395K
$9.88M
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
108K+ 12.65% |
$2.63M - $2.68M
|
958K
$23.9M
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
92.4KNew |
$2.26M - $2.3M
|
92.4K
$2.31M
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
86.5K+ 36.56% |
$2.12M - $2.15M
|
323K
$8.08M
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
62.8K+ 12.31% |
$1.54M - $1.56M
|
573K
$14.3M
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
62K+ 5.24% |
$1.52M - $1.54M
|
1.25M
$31.1M
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
59K+ 10.18% |
$1.44M - $1.47M
|
639K
$16M
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
57.7K+ 55.51% |
$1.41M - $1.44M
|
162K
$4.04M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
57.5K+ 103.35% |
$1.41M - $1.43M
|
113K
$2.83M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
52.1K+ 2.82% |
$1.28M - $1.3M
|
1.9M
$47.5M
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
50.8K+ 11.13% |
$1.24M - $1.26M
|
507K
$12.7M
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
49.1K+ 28.5% |
$1.2M - $1.22M
|
221K
$5.53M
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48.5K+ 2.16% |
$1.19M - $1.21M
|
2.29M
$57.3M
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
48KNew |
$1.18M - $1.2M
|
48K
$1.2M
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
47.4K+ 14.98% |
$1.16M - $1.18M
|
364K
$9.09M
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
45.5K+ 157.96% |
$1.11M - $1.13M
|
74.4K
$1.86M
|
|
Aug 14, 2025
Q2 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
44.7K+ 15.72% |
$1.09M - $1.11M
|
329K
$8.22M
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
37.3K+ 18.68% |
$913K - $928K
|
237K
$5.92M
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
35.4K+ 10.74% |
$866K - $881K
|
365K
$9.11M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
33.9K+ 12.6% |
$829K - $843K
|
303K
$7.56M
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
33.4KNew |
$818K - $832K
|
33.4K
$835K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.1K+ 7.21% |
$712K - $724K
|
432K
$10.8M
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.6K+ 3.4% |
$674K - $686K
|
838K
$20.9M
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
26.6K+ 8.9% |
$650K - $661K
|
325K
$8.12M
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
23.1K+ 202.52% |
$566K - $576K
|
34.5K
$863K
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
22.1KNew |
$542K - $551K
|
22.1K
$553K
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
18.8K+ 9.06% |
$459K - $467K
|
226K
$5.64M
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
18K+ 6.65% |
$441K - $448K
|
289K
$7.22M
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
17.8K+ 147.39% |
$435K - $442K
|
29.8K
$745K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.7KNew |
$410K - $417K
|
16.7K
$418K
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
16.5K+ 37.26% |
$403K - $410K
|
60.6K
$1.52M
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
15KNew |
$366K - $373K
|
15K
$374K
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.8K+ 6.57% |
$362K - $369K
|
240K
$6M
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
14.7K+ 12.1% |
$360K - $366K
|
136K
$3.41M
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.5K+ 3.83% |
$356K - $362K
|
394K
$9.86M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.1K+ 1.53% |
$345K - $351K
|
936K
$23.4M
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13.9K+ 4.55% |
$340K - $346K
|
319K
$7.98M
|