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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-715- 1.46% |
$17.4K - $18.1K
|
48.1K
$1.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-668- 3.35% |
$16.3K - $16.9K
|
19.3K
$475K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-665- 92.62% |
$16.2K - $16.8K
|
53
$1.31K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-618- 1.04% |
$15.1K - $15.6K
|
58.9K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-590- 3.43% |
$14.4K - $14.9K
|
16.6K
$410K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-495- 4.31% |
$12.1K - $12.5K
|
11K
$271K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-486- 0.91% |
$11.9K - $12.3K
|
52.7K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-235- 2.4% |
$5.73K - $5.94K
|
9.57K
$236K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-225- 30.82% |
$5.49K - $5.69K
|
505
$12.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-218- 0.2% |
$5.32K - $5.51K
|
111K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-197- 0.92% |
$4.8K - $4.98K
|
21.2K
$523K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4- 0.03% |
$97.6 - $101
|
14.9K
$366K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-33.6K- 5.96% |
$811K - $826K
|
530K
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-10.6K- 26.24% |
$255K - $260K
|
29.7K
$733K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-863- 25.66% |
$20.8K - $21.2K
|
2.5K
$61.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-511- 9.26% |
$12.3K - $12.6K
|
5.01K
$123K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-453- 0.5% |
$10.9K - $11.1K
|
90K
$2.22M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-222- 0.37% |
$5.36K - $5.46K
|
59.3K
$1.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-102- 50.75% |
$2.46K - $2.51K
|
99
$2.44K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-87- 1.0% |
$2.1K - $2.14K
|
8.62K
$212K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-114K- 24.98% |
$2.77M - $2.82M
|
341K
$8.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-86.3K- 65.35% |
$2.11M - $2.14M
|
45.8K
$1.13M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-17.3K- 29.64% |
$423K - $430K
|
41.1K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-14- 0.45% |
$342 - $348
|
3.12K
$76.8K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-11.1K- 23.14% |
$260K - $274K
|
36.8K
$906K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-9.7K- 51.99% |
$228K - $240K
|
8.96K
$221K
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-608- 6.92% |
$14.3K - $15.1K
|
8.18K
$202K
|
|
| Q3 2023 | |||||||
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-12.5K- 51.01% |
$300K - $306K
|
12.1K
$297K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-6.61K- 30.83% |
$158K - $161K
|
14.8K
$365K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-2.17K- 16.09% |
$51.9K - $53K
|
11.3K
$279K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-689- 1.24% |
$16.5K - $16.8K
|
54.9K
$1.35M
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-4.04K- 4.47% |
$97.2K - $99.2K
|
86.3K
$2.13M
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-60K- 18.25% |
$1.43M - $1.48M
|
269K
$6.63M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-20.6K- 54.09% |
$492K - $509K
|
17.5K
$431K
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-19.9K- 54.92% |
$474K - $491K
|
16.3K
$402K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-15K- 4.12% |
$358K - $371K
|
349K
$8.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-9.91K- 53.09% |
$236K - $245K
|
8.76K
$216K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-4K- 23.62% |
$95.6K - $99K
|
12.9K
$319K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.25K- 36.31% |
$77.6K - $80.4K
|
5.7K
$141K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.18K- 12.41% |
$28.1K - $29.1K
|
8.3K
$205K
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-485- 4.81% |
$11.6K - $12K
|
9.6K
$237K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-465- 4.23% |
$11.1K - $11.5K
|
10.5K
$259K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-326- 1.72% |
$7.78K - $8.06K
|
18.6K
$459K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.38K- 12.43% |
$173K - $181K
|
52K
$1.28M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-589- 91.04% |
$13.8K - $14.4K
|
58
$1.43K
|
|
| Q3 2022 | |||||||
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-38.5K- 52.75% |
$918K - $964K
|
34.5K
$850K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.42K- 28.96% |
$153K - $161K
|
15.8K
$388K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-24.7KClosed |
$602K - $630K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-21.7KClosed |
$529K - $554K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-19.6KClosed |
$479K - $501K
|
0
$0
|
|