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 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10.3K+ 7430.43% |
$248K - $252K
|
10.4K
$257K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
5.95K+ 5.19% |
$144K - $146K
|
121K
$2.98M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.14KNew |
$100K - $102K
|
4.14K
$102K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.81KNew |
$67.8K - $69.1K
|
2.81K
$69.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.34KNew |
$32.3K - $32.9K
|
1.34K
$33.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
500New |
$12.1K - $12.3K
|
500
$12.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
237New |
$5.72K - $5.83K
|
237
$5.86K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
200New |
$4.83K - $4.92K
|
200
$4.95K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
284K+ 89.87% |
$6.94M - $7.06M
|
601K
$14.9M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
102KNew |
$2.49M - $2.54M
|
102K
$2.53M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
62.6KNew |
$1.53M - $1.55M
|
62.6K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
55.8K+ 629.64% |
$1.36M - $1.39M
|
64.6K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
36K+ 31.73% |
$879K - $895K
|
150K
$3.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
23.4KNew |
$572K - $583K
|
23.4K
$580K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
16.5K+ 2057.93% |
$402K - $410K
|
17.3K
$427K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
10.5KNew |
$256K - $261K
|
10.5K
$259K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
9.7KNew |
$237K - $241K
|
9.7K
$240K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.2K+ 4.3% |
$102K - $104K
|
102K
$2.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
2.12K+ 0.9% |
$51.8K - $52.8K
|
237K
$5.86M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
333New |
$8.13K - $8.28K
|
333
$8.24K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
103+ 1.24% |
$2.51K - $2.56K
|
8.43K
$209K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
28KNew |
$658K - $694K
|
28K
$692K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
23.9K+ 36.32% |
$563K - $593K
|
89.8K
$2.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
19.6KNew |
$461K - $486K
|
19.6K
$485K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.64K+ 2.2% |
$133K - $140K
|
262K
$6.47M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.93KNew |
$45.4K - $47.8K
|
1.93K
$47.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.25K+ 10.3% |
$29.3K - $30.9K
|
13.3K
$330K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1K+ 50.0% |
$23.5K - $24.8K
|
3K
$74.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
280New |
$6.58K - $6.94K
|
280
$6.92K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
226New |
$5.31K - $5.6K
|
226
$5.59K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
188KNew |
$4.5M - $4.59M
|
188K
$4.65M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
42.5K+ 179.34% |
$1.02M - $1.04M
|
66.2K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
16KNew |
$382K - $390K
|
16K
$396K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.5KNew |
$275K - $280K
|
11.5K
$284K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
9.06KNew |
$217K - $221K
|
9.06K
$224K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.64K+ 2.35% |
$183K - $186K
|
333K
$8.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3KNew |
$71.7K - $73.2K
|
3K
$74.2K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
161KNew |
$3.89M - $3.97M
|
161K
$3.99M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
13.3KNew |
$321K - $327K
|
13.3K
$329K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
10KNew |
$241K - $246K
|
10K
$247K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.27KNew |
$54.7K - $55.9K
|
2.27K
$56.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
822New |
$19.8K - $20.2K
|
822
$20.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
206New |
$4.96K - $5.07K
|
206
$5.09K
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
16.4KNew |
$391K - $405K
|
16.4K
$406K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
2.02K+ 13.47% |
$48.3K - $50K
|
17K
$421K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.61KNew |
$38.3K - $39.7K
|
1.61K
$39.7K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
277New |
$6.61K - $6.85K
|
277
$6.85K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
183K+ 43.49% |
$4.28M - $4.47M
|
602K
$14.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Daniels&Tansey,Llp
|
BUY
|
- |
39.5K+ 38.02% |
$926K - $966K
|
143K
$3.55M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
17KNew |
$399K - $416K
|
17K
$421K
|
|