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 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-13K- 13.27% |
$316K - $328K
|
84.7K
$2.09M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
11.5KNew |
$281K - $291K
|
11.5K
$284K
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-218- 0.2% |
$5.32K - $5.51K
|
111K
$2.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
24.2K+ 8.06% |
$591K - $612K
|
325K
$8.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-33.8K- 6.88% |
$825K - $855K
|
458K
$11.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-325K- 54.14% |
$7.92M - $8.21M
|
275K
$6.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.11K+ 2466.67% |
$27.1K - $28.1K
|
1.16K
$28.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.2K+ 67.36% |
$274K - $284K
|
27.9K
$688K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
505K+ 23.24% |
$12.3M - $12.8M
|
2.68M
$66.1M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-14.2K- 13.18% |
$347K - $359K
|
93.6K
$2.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
342K+ 29.09% |
$8.35M - $8.65M
|
1.52M
$37.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.5K+ 10.2% |
$403K - $418K
|
179K
$4.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12.8K+ 8.64% |
$313K - $324K
|
161K
$3.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.91K+ 23.24% |
$70.9K - $73.5K
|
15.4K
$381K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
568K+ 19.8% |
$13.9M - $14.4M
|
3.44M
$84.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.76K- 3.87% |
$238K - $247K
|
242K
$5.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
38.7K+ 91.8% |
$945K - $979K
|
80.9K
$2M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.7K+ 101.42% |
$602K - $624K
|
49K
$1.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
34.8K+ 13.36% |
$849K - $880K
|
295K
$7.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.5K+ 10.91% |
$354K - $367K
|
147K
$3.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
15.7K+ 3.09% |
$382K - $396K
|
522K
$12.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.65K- 10.6% |
$64.6K - $67K
|
22.3K
$552K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.83K+ 29.12% |
$93.4K - $96.8K
|
17K
$420K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
502+ 0.78% |
$12.2K - $12.7K
|
64.7K
$1.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
257+ 1.6% |
$6.27K - $6.5K
|
16.3K
$403K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.6K+ 4.01% |
$991K - $1.03M
|
1.05M
$26.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
65.2K+ 36.49% |
$1.59M - $1.65M
|
244K
$6.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-10.4K- 24.59% |
$254K - $263K
|
31.9K
$788K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
8.55KNew |
$208K - $216K
|
8.55K
$211K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.7K+ 60.21% |
$358K - $371K
|
39K
$965K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-6.25K- 87.0% |
$152K - $158K
|
933
$23K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.4K+ 0.64% |
$34.2K - $35.5K
|
222K
$5.49M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-13.4K- 33.56% |
$326K - $338K
|
26.5K
$655K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-235- 2.4% |
$5.73K - $5.94K
|
9.57K
$236K
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-8.39K- 26.22% |
$205K - $212K
|
23.6K
$583K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-225- 30.82% |
$5.49K - $5.69K
|
505
$12.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
8.17KNew |
$199K - $206K
|
8.17K
$202K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.35K- 1.24% |
$130K - $135K
|
427K
$10.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
203K+ 17.67% |
$4.95M - $5.13M
|
1.35M
$33.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
278K+ 31.83% |
$6.78M - $7.03M
|
1.15M
$28.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
511K+ 84.62% |
$12.5M - $12.9M
|
1.11M
$27.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-299K- 37.75% |
$7.3M - $7.57M
|
493K
$12.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.69K+ 16.24% |
$41.2K - $42.7K
|
12.1K
$299K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.37K+ 38.23% |
$107K - $110K
|
15.8K
$390K
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
BUY
|
- |
17.6KNew |
$430K - $446K
|
17.6K
$435K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
10.4K+ 1.16% |
$253K - $262K
|
900K
$22.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
30.3K+ 16.76% |
$739K - $766K
|
211K
$5.21M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-14.7K- 6.83% |
$359K - $372K
|
201K
$4.96M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
790New |
$19.3K - $20K
|
790
$19.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-289K- 92.88% |
$7.06M - $7.32M
|
22.2K
$548K
|