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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-228- 2.07% |
$5.64K - $5.77K
|
10.8K
$272K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
3.93K+ 3.19% |
$97.1K - $99.3K
|
127K
$3.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-83.9K- 26.26% |
$2.07M - $2.12M
|
235K
$5.93M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
852+ 5.07% |
$21.1K - $21.5K
|
17.6K
$445K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
490+ 4.06% |
$12.1K - $12.4K
|
12.6K
$316K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
17.3K+ 31.86% |
$427K - $437K
|
71.5K
$1.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-378- 6.74% |
$9.35K - $9.56K
|
5.23K
$132K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
41.6K+ 8.21% |
$1.03M - $1.05M
|
549K
$13.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-153- 0.93% |
$3.78K - $3.87K
|
16.3K
$412K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
3.16K+ 127.95% |
$78.2K - $80K
|
5.64K
$142K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
SELL
|
- |
-71- 0.52% |
$1.76K - $1.8K
|
13.7K
$345K
|
|
|
Oct 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
6.11K+ 49.37% |
$151K - $154K
|
18.5K
$465K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-217K- 32.69% |
$5.36M - $5.48M
|
447K
$11.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-73.4K- 15.87% |
$1.82M - $1.86M
|
389K
$9.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
753New |
$18.6K - $19K
|
753
$19K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-326K- 25.35% |
$8.06M - $8.24M
|
960K
$24.2M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.06K+ 4.66% |
$100K - $103K
|
91K
$2.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
993+ 3.82% |
$24.6K - $25.1K
|
27K
$680K
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-60.1K- 14.13% |
$1.49M - $1.52M
|
365K
$9.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
33+ 0.28% |
$816 - $835
|
11.8K
$297K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
263K+ 32.65% |
$6.5M - $6.65M
|
1.07M
$26.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
7.06K+ 1.02% |
$175K - $179K
|
700K
$17.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
79+ 0.62% |
$1.95K - $2K
|
12.8K
$323K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-7.37K- 25.78% |
$182K - $186K
|
21.2K
$534K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3.09K- 34.59% |
$76.4K - $78.1K
|
5.84K
$147K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
21.4K+ 6.95% |
$530K - $542K
|
330K
$8.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
14.3K+ 4.98% |
$354K - $362K
|
302K
$7.61M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.56K+ 0.72% |
$63.3K - $64.7K
|
356K
$8.97M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
11.3KNew |
$280K - $287K
|
11.3K
$286K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
3.1K+ 0.88% |
$76.6K - $78.3K
|
357K
$8.99M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-116K- 29.72% |
$2.86M - $2.93M
|
274K
$6.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
17+ 0.18% |
$420 - $430
|
9.59K
$242K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
11.7K+ 69.6% |
$289K - $295K
|
28.4K
$717K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
64.4K+ 56.86% |
$1.59M - $1.63M
|
178K
$4.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-4.71K- 21.37% |
$117K - $119K
|
17.3K
$437K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.05K- 6.32% |
$174K - $178K
|
105K
$2.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
133+ 0.53% |
$3.29K - $3.36K
|
25.5K
$642K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-8.51K- 15.83% |
$210K - $215K
|
45.2K
$1.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-11.5K- 11.48% |
$285K - $292K
|
89K
$2.24M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.67K- 17.52% |
$66.1K - $67.6K
|
12.6K
$317K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-29.8K- 13.62% |
$738K - $755K
|
189K
$4.77M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
6.03K+ 9.15% |
$149K - $153K
|
71.9K
$1.81M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.5K+ 16.57% |
$185K - $190K
|
52.7K
$1.33M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
24.4K+ 81.83% |
$603K - $617K
|
54.2K
$1.37M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
256K+ 6.71% |
$6.27M - $6.38M
|
4.08M
$103M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-214K- 95.78% |
$5.25M - $5.34M
|
9.46K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-123K- 14.01% |
$3.02M - $3.07M
|
756K
$19.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.1K- 4.21% |
$615K - $626K
|
571K
$14.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
757+ 9.16% |
$18.5K - $18.8K
|
9.02K
$227K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
378New |
$9.25K - $9.41K
|
378
$9.53K
|
|