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 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
33.6KNew |
$826K - $846K
|
33.6K
$835K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.02K+ 4.12% |
$49.5K - $50.7K
|
50.9K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-11.7K- 54.92% |
$286K - $293K
|
9.57K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.71K+ 57.7% |
$116K - $119K
|
12.9K
$320K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
20.7KNew |
$507K - $520K
|
20.7K
$513K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.46K+ 138.4% |
$84.9K - $87.1K
|
5.96K
$148K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-236- 0.16% |
$5.79K - $5.94K
|
151K
$3.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12.8K- 4.67% |
$315K - $323K
|
262K
$6.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-23.6K- 5.14% |
$578K - $593K
|
434K
$10.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.9K- 2.54% |
$120K - $123K
|
188K
$4.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.1K+ 3.46% |
$27.1K - $27.8K
|
33K
$820K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
47.4K+ 32.13% |
$1.16M - $1.19M
|
195K
$4.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
536K+ 15.59% |
$13.2M - $13.5M
|
3.98M
$98.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
275KNew |
$6.76M - $6.93M
|
275K
$6.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-102K- 6.46% |
$2.51M - $2.57M
|
1.48M
$36.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
10.3KNew |
$253K - $259K
|
10.3K
$256K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-271- 2.01% |
$6.65K - $6.82K
|
13.2K
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-64.2K- 7.56% |
$1.58M - $1.62M
|
785K
$19.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.75KNew |
$67.6K - $69.3K
|
2.75K
$68.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
44.2K+ 3.83% |
$1.08M - $1.11M
|
1.2M
$29.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
99+ 1.2% |
$2.43K - $2.49K
|
8.37K
$208K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
91.5K+ 234.35% |
$2.25M - $2.3M
|
131K
$3.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-340- 23.38% |
$8.35K - $8.55K
|
1.11K
$27.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
140K+ 101.52% |
$3.44M - $3.52M
|
278K
$6.89M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
81.3K+ 3.95% |
$2M - $2.05M
|
2.14M
$53.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-6.21K- 6.08% |
$152K - $156K
|
95.9K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
27.1K+ 12.85% |
$666K - $682K
|
238K
$5.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-2.71K- 10.03% |
$66.4K - $68.1K
|
24.3K
$602K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.7K+ 4.98% |
$458K - $469K
|
393K
$9.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
74.5KNew |
$1.83M - $1.87M
|
74.5K
$1.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
6.16K+ 7.61% |
$151K - $155K
|
87.1K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
206+ 0.42% |
$5.06K - $5.18K
|
49.2K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.84MNew |
$45.1M - $46.2M
|
1.84M
$45.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
40.9KNew |
$1M - $1.03M
|
40.9K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-86- 0.05% |
$2.11K - $2.16K
|
161K
$4M
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-6.46K- 27.35% |
$159K - $163K
|
17.2K
$426K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-4.03K- 51.58% |
$98.8K - $101K
|
3.78K
$93.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
9.59K+ 3.93% |
$235K - $241K
|
253K
$6.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11.5KNew |
$283K - $290K
|
11.5K
$286K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.17K- 5.25% |
$28.8K - $29.5K
|
21.2K
$526K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-7.31K- 11.1% |
$179K - $184K
|
58.5K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
48.4K+ 4.14% |
$1.19M - $1.22M
|
1.22M
$30.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
30.3K+ 27.36% |
$744K - $763K
|
141K
$3.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.75K- 12.05% |
$166K - $170K
|
49.2K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2+ 0.0% |
$49.1 - $50.3
|
90.1K
$2.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
425KNew |
$10.4M - $10.7M
|
425K
$10.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
32.1KNew |
$788K - $807K
|
32.1K
$797K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
4.71K+ 19.43% |
$116K - $118K
|
28.9K
$718K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-25.4K- 2.82% |
$622K - $638K
|
875K
$21.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.26K- 0.57% |
$30.9K - $31.7K
|
221K
$5.49M
|