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 |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-170- 0.05% |
$4.17K - $4.24K
|
358K
$8.91M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-161- 1.28% |
$3.94K - $4.02K
|
12.4K
$309K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-121- 25.0% |
$2.96K - $3.02K
|
363
$9.03K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-68- 0.82% |
$1.67K - $1.7K
|
8.26K
$206K
|
|
Q4 2024 | |||||||
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-78.5K- 27.09% |
$1.93M - $1.98M
|
211K
$5.26M
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-69.5K- 88.88% |
$1.71M - $1.75M
|
8.7K
$216K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-58.4K- 3.71% |
$1.43M - $1.47M
|
1.52M
$37.7M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-33.5K- 22.18% |
$822K - $842K
|
117K
$2.92M
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-29.8K- 99.75% |
$732K - $750K
|
74
$1.84K
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-12.5K- 20.51% |
$308K - $315K
|
48.6K
$1.21M
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-11.9K- 30.96% |
$292K - $299K
|
26.5K
$660K
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-11.7K- 54.92% |
$286K - $293K
|
9.57K
$238K
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.9K- 2.54% |
$120K - $123K
|
188K
$4.68M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.9K- 26.2% |
$71.1K - $72.8K
|
8.15K
$203K
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-2.48K- 4.08% |
$60.9K - $62.4K
|
58.3K
$1.45M
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-1.93K- 14.46% |
$47.3K - $48.4K
|
11.4K
$283K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-979- 6.69% |
$24K - $24.6K
|
13.7K
$340K
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-804- 7.81% |
$19.7K - $20.2K
|
9.49K
$236K
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-462- 41.14% |
$11.3K - $11.6K
|
661
$16.4K
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-340- 23.38% |
$8.35K - $8.55K
|
1.11K
$27.7K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-174- 0.69% |
$4.27K - $4.38K
|
24.9K
$620K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-77- 8.25% |
$1.89K - $1.94K
|
856
$21.3K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-45- 3.9% |
$1.1K - $1.13K
|
1.11K
$27.6K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-299K- 37.75% |
$7.3M - $7.57M
|
493K
$12.3M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-289K- 92.88% |
$7.06M - $7.32M
|
22.2K
$552K
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-251K- 64.54% |
$6.12M - $6.35M
|
138K
$3.43M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-17.4K- 3.76% |
$425K - $441K
|
447K
$11.1M
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-13.4K- 33.56% |
$326K - $338K
|
26.5K
$659K
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-235- 2.4% |
$5.73K - $5.94K
|
9.57K
$238K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-225- 30.82% |
$5.49K - $5.69K
|
505
$12.6K
|
|
Q2 2024 | |||||||
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-33.6K- 5.96% |
$811K - $826K
|
530K
$13.2M
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-222- 0.37% |
$5.36K - $5.46K
|
59.3K
$1.48M
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-102- 50.75% |
$2.46K - $2.51K
|
99
$2.46K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-114K- 24.98% |
$2.77M - $2.82M
|
341K
$8.49M
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-86.3K- 65.35% |
$2.11M - $2.14M
|
45.8K
$1.14M
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-17.3K- 29.64% |
$423K - $430K
|
41.1K
$1.02M
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.65KClosed |
$64.6K - $65.8K
|
0
$0
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-14- 0.45% |
$342 - $348
|
3.12K
$77.5K
|
|
Q4 2023 | |||||||
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-9.7K- 51.99% |
$228K - $240K
|
8.96K
$223K
|
|
Q3 2023 | |||||||
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-12.5K- 51.01% |
$300K - $306K
|
12.1K
$300K
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-6.61K- 30.83% |
$158K - $161K
|
14.8K
$369K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-2.17K- 16.09% |
$51.9K - $53K
|
11.3K
$282K
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-689- 1.24% |
$16.5K - $16.8K
|
54.9K
$1.37M
|
|
Q2 2023 | |||||||
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-4.04K- 4.47% |
$97.2K - $99.2K
|
86.3K
$2.15M
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-60K- 18.25% |
$1.43M - $1.48M
|
269K
$6.69M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-20.6K- 54.09% |
$492K - $509K
|
17.5K
$435K
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-19.9K- 54.92% |
$474K - $491K
|
16.3K
$406K
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-15K- 4.12% |
$358K - $371K
|
349K
$8.69M
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-9.91K- 53.09% |
$236K - $245K
|
8.76K
$218K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-4K- 23.62% |
$95.6K - $99K
|
12.9K
$322K
|