Latest Institutional Purchases of First Tr ETF Viii Tcw Unconstr (UCON)
This list provides information on the latest institutional transactions involving First Tr ETF Viii Tcw Unconstr (UCON) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.65KNew |
$40.3K - $41K
|
1.65K
$41.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.21K+ 7.35% |
$29.5K - $30K
|
17.6K
$444K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
757+ 9.16% |
$18.5K - $18.8K
|
9.02K
$227K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
659+ 3.34% |
$16.1K - $16.4K
|
20.4K
$514K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
378New |
$9.25K - $9.41K
|
378
$9.53K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
76New |
$1.86K - $1.89K
|
76
$1.92K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
20+ 0.41% |
$490 - $498
|
4.89K
$123K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
147K+ 26.55% |
$3.6M - $3.66M
|
699K
$17.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
104KNew |
$2.54M - $2.58M
|
104K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
66.4KNew |
$1.63M - $1.66M
|
66.4K
$1.67M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46KNew |
$1.13M - $1.15M
|
46K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
30.6K+ 13.6% |
$750K - $763K
|
256K
$6.44M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
27.8KNew |
$681K - $693K
|
27.8K
$700K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
22.2K+ 10.28% |
$543K - $553K
|
238K
$5.99M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
17.6K+ 5.21% |
$431K - $439K
|
355K
$8.95M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.08KNew |
$100K - $102K
|
4.08K
$103K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
534+ 6.24% |
$13.1K - $13.3K
|
9.09K
$229K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
488New |
$12K - $12.2K
|
488
$12.3K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
461New |
$11.3K - $11.5K
|
461
$11.6K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
280+ 10.17% |
$6.86K - $6.99K
|
3.03K
$76.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
90New |
$2.21K - $2.25K
|
90
$2.27K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
85New |
$2.08K - $2.12K
|
85
$2.14K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
33+ 3.67% |
$809 - $823
|
931
$23.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1+ 0.92% |
$24.5 - $25
|
110
$2.77K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
275KNew |
$6.76M - $6.93M
|
275K
$6.94M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
211K+ 259.48% |
$5.19M - $5.32M
|
293K
$7.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
188KNew |
$4.62M - $4.73M
|
188K
$4.74M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
142KNew |
$3.49M - $3.58M
|
142K
$3.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
47.2K+ 23851.52% |
$1.16M - $1.19M
|
47.4K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
45.5KNew |
$1.12M - $1.14M
|
45.5K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
24.6KNew |
$605K - $620K
|
24.6K
$621K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
24.1K+ 18.99% |
$592K - $607K
|
151K
$3.81M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
23.3K+ 44.55% |
$572K - $586K
|
75.6K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
14.3KNew |
$351K - $359K
|
14.3K
$360K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
11.1KNew |
$273K - $279K
|
11.1K
$280K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$247K - $253K
|
10.1K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.91K+ 316.35% |
$243K - $249K
|
13K
$329K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
9.13KNew |
$224K - $230K
|
9.13K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.58KNew |
$211K - $216K
|
8.58K
$216K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.65K+ 36.51% |
$163K - $167K
|
24.9K
$627K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.92K+ 18.37% |
$121K - $124K
|
31.7K
$799K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.02K+ 4.12% |
$49.5K - $50.7K
|
50.9K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.82KNew |
$44.6K - $45.7K
|
1.82K
$45.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.79K+ 3.73% |
$44K - $45.1K
|
49.9K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.63K+ 15.13% |
$40K - $41K
|
12.4K
$312K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.49KNew |
$36.7K - $37.6K
|
1.49K
$37.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.26KNew |
$30.9K - $31.6K
|
1.26K
$31.7K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
217New |
$5.33K - $5.46K
|
217
$5.47K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
213+ 217.35% |
$5.23K - $5.36K
|
311
$7.84K
|
|