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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.56K+ 1.45% |
$38.5K - $39.4K
|
109K
$2.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-4.52K- 21.53% |
$112K - $114K
|
16.5K
$415K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.83K+ 8.84% |
$45.2K - $46.2K
|
22.5K
$566K
|
|
|
Nov 12, 2025
Q3 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1.89K- 1.17% |
$46.8K - $47.9K
|
160K
$4.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
41.7K+ 14.43% |
$1.03M - $1.05M
|
331K
$8.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.88K+ 10.69% |
$46.6K - $47.6K
|
19.5K
$491K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3.21K- 80.61% |
$79.5K - $81.3K
|
773
$19.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Navalign, LLC
|
BUY
|
- |
2.68K+ 0.49% |
$66.4K - $67.9K
|
549K
$13.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
10.6K+ 2.41% |
$262K - $268K
|
450K
$11.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-111K- 58.58% |
$2.75M - $2.81M
|
78.5K
$1.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.98K- 2.5% |
$197K - $202K
|
311K
$7.84M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.12K- 3.35% |
$27.8K - $28.4K
|
32.5K
$818K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
931K+ 158.34% |
$23M - $23.5M
|
1.52M
$38.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-466K- 4.19% |
$11.5M - $11.8M
|
10.7M
$268M
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-31.7K- 41.78% |
$784K - $802K
|
44.2K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
15.3K+ 30.9% |
$379K - $387K
|
64.9K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-201K- 72.69% |
$4.98M - $5.09M
|
75.6K
$1.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
213+ 8.66% |
$5.27K - $5.39K
|
2.67K
$67.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
20.6K+ 25.91% |
$510K - $521K
|
100K
$2.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-61.9K- 51.35% |
$1.53M - $1.57M
|
58.7K
$1.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.52K- 1.02% |
$37.5K - $38.4K
|
147K
$3.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
71.4K+ 25.46% |
$1.77M - $1.81M
|
352K
$8.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
138+ 26.19% |
$3.41K - $3.49K
|
665
$16.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-47.8K- 15.81% |
$1.18M - $1.21M
|
255K
$6.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-10.1K- 5.12% |
$249K - $254K
|
186K
$4.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
9.31KNew |
$230K - $235K
|
9.31K
$235K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-356K- 17.81% |
$8.8M - $9M
|
1.64M
$41.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.21K- 11.42% |
$129K - $132K
|
40.5K
$1.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
467New |
$11.5K - $11.8K
|
467
$11.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
252KNew |
$6.23M - $6.37M
|
252K
$6.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
60.8K+ 81.69% |
$1.5M - $1.54M
|
135K
$3.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
785+ 1.91% |
$19.4K - $19.9K
|
41.9K
$1.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.32K- 3.55% |
$132K - $135K
|
145K
$3.64M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
559+ 1.61% |
$13.8K - $14.1K
|
35.3K
$889K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.26K- 6.79% |
$80.5K - $82.3K
|
44.7K
$1.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
8.18KNew |
$202K - $207K
|
8.18K
$206K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
405+ 2.68% |
$10K - $10.2K
|
15.5K
$391K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
6+ 1.0% |
$148 - $152
|
607
$15.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
923+ 7.08% |
$22.8K - $23.3K
|
14K
$352K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.53K- 7.01% |
$37.8K - $38.7K
|
20.3K
$511K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.62K- 9.98% |
$40.1K - $41K
|
14.6K
$369K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-149K- 89.44% |
$3.68M - $3.76M
|
17.5K
$442K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
75K+ 3.28% |
$1.86M - $1.9M
|
2.37M
$59.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
16K+ 7.06% |
$395K - $404K
|
242K
$6.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
18.5KNew |
$457K - $467K
|
18.5K
$465K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-2.44K- 3.47% |
$60.3K - $61.7K
|
67.9K
$1.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
233KNew |
$5.75M - $5.88M
|
233K
$5.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
886+ 10.81% |
$21.9K - $22.4K
|
9.08K
$229K
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
41.5K+ 12.54% |
$1.03M - $1.05M
|
372K
$9.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
52.8K+ 7.88% |
$1.31M - $1.34M
|
724K
$18.2M
|
|