Latest Institutional Transactions on First Tr ETF Viii Tcw Unconstr (UCON)
This table provides information on the latest institutional transactions involving First Tr ETF Viii Tcw Unconstr (UCON) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
128KNew |
$3.14M - $3.22M
|
128K
$3.18M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
5+ 4.81% |
$123 - $126
|
109
$2.71K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.88K+ 56.93% |
$243K - $249K
|
27.2K
$677K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
142KNew |
$3.49M - $3.58M
|
142K
$3.54M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
10.5KNew |
$257K - $264K
|
10.5K
$260K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-15.6K- 24.12% |
$383K - $392K
|
49.1K
$1.22M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-24.6K- 72.24% |
$604K - $619K
|
9.45K
$235K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
18.3KNew |
$450K - $461K
|
18.3K
$456K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-16.2K- 8.09% |
$399K - $408K
|
184K
$4.58M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
22.6K+ 4.33% |
$555K - $569K
|
545K
$13.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-340- 6.79% |
$8.35K - $8.55K
|
4.67K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-134K- 37.97% |
$3.29M - $3.38M
|
219K
$5.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.84K- 11.05% |
$45.1K - $46.2K
|
14.8K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.6KNew |
$408K - $418K
|
16.6K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-48.6K- 15.08% |
$1.19M - $1.22M
|
274K
$6.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
917K+ 11.65% |
$22.5M - $23.1M
|
8.79M
$218M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.59K- 1.06% |
$211K - $216K
|
803K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.21K- 0.75% |
$29.7K - $30.4K
|
161K
$3.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
495+ 1.88% |
$12.2K - $12.5K
|
26.9K
$668K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
973K+ 25.23% |
$23.9M - $24.5M
|
4.83M
$120M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.91K+ 316.35% |
$243K - $249K
|
13K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-595- 6.67% |
$14.6K - $15K
|
8.33K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-105K- 91.09% |
$2.57M - $2.64M
|
10.3K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-123K- 11.68% |
$3.03M - $3.1M
|
932K
$23.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
22.1K+ 5.92% |
$543K - $556K
|
395K
$9.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-29.3K- 8.55% |
$719K - $737K
|
313K
$7.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.7K+ 27.59% |
$286K - $293K
|
53.9K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
24.6KNew |
$605K - $620K
|
24.6K
$613K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.4KNew |
$255K - $261K
|
10.4K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
65KNew |
$1.59M - $1.63M
|
65K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
508K+ 543.06% |
$12.5M - $12.8M
|
602K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
59.4KNew |
$1.46M - $1.49M
|
59.4K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
18.5K+ 11.38% |
$453K - $465K
|
181K
$4.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
5.47K+ 5.86% |
$134K - $138K
|
98.9K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
339K+ 22.31% |
$8.32M - $8.53M
|
1.86M
$46.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.1K+ 0.5% |
$886K - $908K
|
7.23M
$180M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.58KNew |
$211K - $216K
|
8.58K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29.5K+ 98.74% |
$724K - $742K
|
59.4K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
182K+ 6.04% |
$4.48M - $4.59M
|
3.2M
$79.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
491K+ 18.75% |
$12.1M - $12.4M
|
3.11M
$77.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.26K+ 1.11% |
$30.9K - $31.7K
|
114K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.45K- 2.7% |
$158K - $162K
|
233K
$5.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.6K+ 9.42% |
$88.3K - $90.5K
|
41.7K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
45.7K+ 164.03% |
$1.12M - $1.15M
|
73.6K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
110K+ 13972.53% |
$2.71M - $2.78M
|
111K
$2.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
159K+ 48.94% |
$3.9M - $4M
|
484K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.13K- 6.35% |
$27.7K - $28.4K
|
16.6K
$414K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
2.44K+ 1.64% |
$59.8K - $61.3K
|
151K
$3.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
600+ 3.67% |
$14.7K - $15.1K
|
17K
$422K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.22K+ 9.92% |
$79K - $81K
|
35.7K
$887K
|