National Wealth Management Group, LLC First Tr ETF Viii Tcw Unconstr Transaction History

National Wealth Management Group, LLC

$265 Billion
Q3 2025

A detailed history of National Wealth Management Group, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, National Wealth Management Group, LLC holds 8,466 shares of UCON stock, worth $213,343. This represents 0.08% of its overall portfolio holdings.

Number of Shares

8,466

Previous 9,592 11.74%

Holding current value

$213,343

Previous $239 Million 10.68%

% of portfolio

0.08%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$24.73 - $25.29 $27,845 - $28,476	-1,126 Reduced 11.74%	8,466 $213 Million
Q2 2025 Sep 25, 2025	SELL	$24.48 - $24.9 $18,727 - $19,048	-765 Reduced 7.39%	9,592 $239 Million
Q1 2025 May 15, 2025	SELL	$24.5 - $24.95 $17,297 - $17,614	-706 Reduced 6.38%	10,357 $256 Million
Q4 2024 Feb 12, 2025	BUY	$24.55 - $25.16 $20,229 - $20,731	824 Added 8.05%	11,063 $273 Million
Q3 2024 Nov 13, 2024	SELL	$24.39 - $25.28 $91,779 - $95,128	-3,763 Reduced 26.87%	10,239 $257 Million

Q2 2024 Aug 09, 2024	SELL	$24.14 - $24.61 $5,841 - $5,955	-242 Reduced 1.7%	14,002 $342 Million
Q1 2024 May 17, 2024	BUY	$24.41 - $24.85 $89,950 - $91,572	3,685 Added 34.9%	14,244 $350 Million
Q4 2023 Feb 01, 2024	BUY	$23.51 - $24.79 $248,242 - $261,757	10,559 New	10,559 $261 Million

Others Institutions Holding UCON

# of Institutions

293

Shares Held

101M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII TCW UNCONSTR

Ticker UCON
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National Wealth Management Group, LLC First Tr ETF Viii Tcw Unconstr Transaction History