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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 1.5% |
$258K - $267K
|
716K
$17.7M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.5K+ 64.47% |
$256K - $265K
|
26.8K
$663K
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
10.4K+ 1.16% |
$253K - $262K
|
900K
$22.3M
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
9.66K+ 22.64% |
$236K - $244K
|
52.3K
$1.29M
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
9.37K+ 7.88% |
$229K - $237K
|
128K
$3.18M
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
9.24KNew |
$225K - $233K
|
9.24K
$228K
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
8.96KNew |
$218K - $226K
|
8.96K
$222K
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
8.9K+ 6.27% |
$217K - $225K
|
151K
$3.73M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.81K+ 22.16% |
$215K - $223K
|
48.6K
$1.2M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
8.55KNew |
$208K - $216K
|
8.55K
$211K
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.42K+ 1.29% |
$205K - $213K
|
662K
$16.4M
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
8.27KNew |
$202K - $209K
|
8.27K
$205K
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
8.17KNew |
$199K - $206K
|
8.17K
$202K
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
7.38K+ 4.08% |
$180K - $187K
|
188K
$4.66M
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
6.77K+ 11.08% |
$165K - $171K
|
67.9K
$1.68M
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.88K+ 8.91% |
$143K - $149K
|
71.9K
$1.78M
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.65K+ 6.83% |
$138K - $143K
|
88.4K
$2.19M
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.07K+ 4.16% |
$124K - $128K
|
127K
$3.14M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.66K+ 19.62% |
$114K - $118K
|
28.4K
$702K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.37K+ 38.23% |
$107K - $110K
|
15.8K
$391K
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
4.35K+ 20.1% |
$106K - $110K
|
26K
$643K
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
4.27K+ 23.39% |
$104K - $108K
|
22.5K
$557K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
4.1K+ 0.05% |
$99.9K - $104K
|
7.87M
$195M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.83K+ 29.12% |
$93.4K - $96.8K
|
17K
$420K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.66K+ 764.51% |
$89.3K - $92.6K
|
4.14K
$102K
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.59K+ 2.26% |
$87.4K - $90.6K
|
162K
$4.01M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.5K+ 4.8% |
$85.4K - $88.5K
|
76.5K
$1.89M
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
3.33K+ 1.42% |
$81.1K - $84.1K
|
237K
$5.86M
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
3.22K+ 4.23% |
$78.6K - $81.4K
|
79.4K
$1.96M
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.91K+ 23.24% |
$70.9K - $73.5K
|
15.4K
$381K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.82K+ 3.53% |
$68.8K - $71.3K
|
82.8K
$2.05M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.72K+ 652.64% |
$66.2K - $68.6K
|
3.13K
$77.5K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.38K+ 3.76% |
$58.1K - $60.3K
|
65.8K
$1.63M
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.38K+ 2.54% |
$58K - $60.2K
|
96K
$2.38M
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.33K+ 10.98% |
$56.8K - $58.9K
|
23.5K
$582K
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.31K+ 14.5% |
$56.3K - $58.3K
|
18.2K
$451K
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
2.15K+ 3.92% |
$52.5K - $54.4K
|
57.1K
$1.41M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.12K+ 6.97% |
$51.6K - $53.5K
|
32.5K
$803K
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.87K+ 1.68% |
$45.6K - $47.2K
|
113K
$2.8M
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.8K+ 9.73% |
$43.8K - $45.4K
|
20.3K
$502K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.69K+ 16.24% |
$41.2K - $42.7K
|
12.1K
$299K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.67K+ 12.06% |
$40.7K - $42.2K
|
15.5K
$384K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.45KNew |
$35.5K - $36.8K
|
1.45K
$36K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.45K+ 5.59% |
$35.2K - $36.5K
|
27.3K
$676K
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.4K+ 0.64% |
$34.2K - $35.5K
|
222K
$5.5M
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.36K+ 0.46% |
$33.2K - $34.4K
|
300K
$7.41M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.27K+ 5.33% |
$31K - $32.1K
|
25.1K
$621K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.24K+ 4.86% |
$30.2K - $31.3K
|
26.7K
$661K
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.22K+ 8.41% |
$29.9K - $30.9K
|
15.8K
$390K
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.12KNew |
$27.4K - $28.4K
|
1.12K
$27.8K
|