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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
11.8KNew |
$289K - $294K
|
11.8K
$295K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.6K+ 2.52% |
$283K - $288K
|
471K
$11.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
10.1K+ 3.75% |
$248K - $252K
|
281K
$7.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9.18K+ 26.25% |
$225K - $229K
|
44.2K
$1.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.49K+ 45.09% |
$208K - $211K
|
27.3K
$683K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
8.2KNew |
$201K - $204K
|
8.2K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
7.52K+ 3.16% |
$184K - $187K
|
246K
$6.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.36K+ 1.0% |
$180K - $183K
|
743K
$18.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.85K+ 2.94% |
$168K - $171K
|
240K
$6M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.84K+ 1.18% |
$168K - $170K
|
588K
$14.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.16K+ 0.93% |
$151K - $153K
|
671K
$16.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.69K+ 1.6% |
$139K - $142K
|
362K
$9.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
5.51K+ 1.44% |
$135K - $137K
|
387K
$9.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.97K+ 12.22% |
$122K - $124K
|
45.7K
$1.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.76K+ 16.73% |
$116K - $118K
|
33.2K
$829K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.4K+ 2289.58% |
$108K - $109K
|
4.59K
$115K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.76K+ 7.82% |
$92.1K - $93.7K
|
51.9K
$1.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.42K+ 3.37% |
$83.6K - $85.1K
|
105K
$2.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3.3KNew |
$80.7K - $82K
|
3.3K
$82.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.13K+ 365.77% |
$76.6K - $78K
|
3.99K
$99.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.43K+ 0.85% |
$59.6K - $60.6K
|
289K
$7.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2.3K+ 16.84% |
$56.2K - $57.2K
|
15.9K
$398K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.23K+ 2.88% |
$54.5K - $55.4K
|
79.6K
$1.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.13K+ 4.14% |
$52.2K - $53.1K
|
53.6K
$1.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.11K+ 20.96% |
$51.7K - $52.6K
|
12.2K
$305K
|
|
|
Jul 30, 2025
Q2 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
1.78K+ 16.82% |
$43.6K - $44.3K
|
12.4K
$309K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
1.69K+ 6.06% |
$41.4K - $42.2K
|
29.6K
$741K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.67KNew |
$41K - $41.7K
|
1.67K
$41.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.65KNew |
$40.3K - $41K
|
1.65K
$41.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.65K+ 8.65% |
$40.3K - $41K
|
20.7K
$516K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.6K+ 0.5% |
$39.2K - $39.9K
|
319K
$7.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.56KNew |
$38.2K - $38.9K
|
1.56K
$39K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.33K+ 0.61% |
$32.6K - $33.2K
|
221K
$5.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.21K+ 7.35% |
$29.5K - $30K
|
17.6K
$440K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.19K+ 7.72% |
$29.2K - $29.7K
|
16.7K
$416K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.05K+ 4.23% |
$25.8K - $26.2K
|
26K
$649K
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
840+ 3.54% |
$20.6K - $20.9K
|
24.5K
$613K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
817+ 9.34% |
$20K - $20.3K
|
9.57K
$239K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
799+ 4.99% |
$19.6K - $19.9K
|
16.8K
$420K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
778+ 0.11% |
$19K - $19.4K
|
732K
$18.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
757+ 9.16% |
$18.5K - $18.8K
|
9.02K
$225K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
659+ 3.34% |
$16.1K - $16.4K
|
20.4K
$510K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
538+ 10.62% |
$13.2K - $13.4K
|
5.61K
$140K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
493+ 2.56% |
$12.1K - $12.3K
|
19.7K
$493K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
493+ 2.8% |
$12.1K - $12.3K
|
18.1K
$453K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
486+ 4.2% |
$11.9K - $12.1K
|
12.1K
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
378New |
$9.25K - $9.41K
|
378
$9.45K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
360+ 99.17% |
$8.81K - $8.96K
|
723
$18.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
301+ 0.1% |
$7.37K - $7.49K
|
309K
$7.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
237+ 0.5% |
$5.8K - $5.9K
|
48K
$1.2M
|