Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-284K- 65.43% |
$6.97M - $7.14M
|
150K
$3.71M
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-159K- 31.59% |
$3.9M - $4M
|
344K
$8.51M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-136K- 91.52% |
$3.33M - $3.41M
|
12.6K
$310K
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-85.3K- 45.27% |
$2.09M - $2.15M
|
103K
$2.55M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-81.7K- 19.96% |
$2.01M - $2.06M
|
328K
$8.09M
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-78.5K- 27.09% |
$1.93M - $1.98M
|
211K
$5.22M
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-78.4K- 88.64% |
$1.92M - $1.97M
|
10K
$248K
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-69.5K- 88.88% |
$1.71M - $1.75M
|
8.7K
$215K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-48.5K- 99.89% |
$1.19M - $1.22M
|
51
$1.26K
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-29.8K- 99.75% |
$732K - $750K
|
74
$1.83K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-29.8K- 6.57% |
$731K - $749K
|
424K
$10.5M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-20.3K- 1.7% |
$499K - $511K
|
1.17M
$29M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15.7K- 4.74% |
$385K - $395K
|
315K
$7.78M
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-13.3K- 6.04% |
$325K - $333K
|
206K
$5.09M
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-12.5K- 20.51% |
$308K - $315K
|
48.6K
$1.2M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-12K- 4.4% |
$294K - $302K
|
261K
$6.44M
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-11.9K- 30.96% |
$292K - $299K
|
26.5K
$655K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.51K- 13.11% |
$209K - $214K
|
56.4K
$1.39M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-7.75K- 42.38% |
$190K - $195K
|
10.5K
$260K
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-7.3K- 28.06% |
$179K - $184K
|
18.7K
$462K
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.35K- 4.67% |
$82.3K - $84.4K
|
68.5K
$1.69M
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-2.48K- 4.08% |
$60.9K - $62.4K
|
58.3K
$1.44M
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-2.21K- 12.65% |
$54.2K - $55.6K
|
15.3K
$377K
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-2.11K- 0.63% |
$51.8K - $53.1K
|
332K
$8.19M
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-1.93K- 14.46% |
$47.3K - $48.4K
|
11.4K
$281K
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.72K- 8.93% |
$42.3K - $43.3K
|
17.5K
$433K
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.59K- 5.51% |
$39K - $40K
|
27.2K
$673K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.2K- 2.28% |
$29.5K - $30.3K
|
51.5K
$1.27M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.05K- 6.11% |
$25.9K - $26.5K
|
16.2K
$400K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-979- 6.69% |
$24K - $24.6K
|
13.7K
$337K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-916- 6.83% |
$22.5K - $23K
|
12.5K
$309K
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-804- 7.81% |
$19.7K - $20.2K
|
9.49K
$234K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-784- 5.06% |
$19.2K - $19.7K
|
14.7K
$364K
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-462- 41.14% |
$11.3K - $11.6K
|
661
$16.3K
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-279- 0.41% |
$6.85K - $7.02K
|
67.6K
$1.67M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-174- 0.69% |
$4.27K - $4.38K
|
24.9K
$616K
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-516K- 63.55% |
$12.6M - $13M
|
296K
$7.31M
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-429K- 89.76% |
$10.5M - $10.8M
|
48.9K
$1.21M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-325K- 54.14% |
$7.92M - $8.21M
|
275K
$6.79M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-299K- 37.75% |
$7.3M - $7.57M
|
493K
$12.2M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-289K- 92.88% |
$7.06M - $7.32M
|
22.2K
$548K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-288K- 73.85% |
$7.03M - $7.29M
|
102K
$2.52M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-251K- 64.54% |
$6.12M - $6.35M
|
138K
$3.41M
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-191K- 35.81% |
$4.66M - $4.83M
|
342K
$8.46M
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-181K- 94.4% |
$4.42M - $4.58M
|
10.8K
$266K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-71.4K- 80.43% |
$1.74M - $1.8M
|
17.4K
$429K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-58.7K- 6.46% |
$1.43M - $1.48M
|
849K
$21M
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-33.8K- 6.88% |
$825K - $855K
|
458K
$11.3M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-30K- 6.6% |
$732K - $759K
|
425K
$10.5M
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-25.7K- 48.78% |
$627K - $650K
|
27K
$666K
|