Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-114K- 24.98% |
$2.77M - $2.82M
|
341K
$8.39M
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-86.3K- 65.35% |
$2.11M - $2.14M
|
45.8K
$1.12M
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-17.3K- 29.64% |
$423K - $430K
|
41.1K
$1.01M
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.65KClosed |
$64.6K - $65.8K
|
0
$0
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-14- 0.45% |
$342 - $348
|
3.12K
$76.5K
|
|
Q4 2023 | |||||||
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-11.1K- 23.14% |
$260K - $274K
|
36.8K
$904K
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-9.7K- 51.99% |
$228K - $240K
|
8.96K
$220K
|
|
Q3 2023 | |||||||
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-12.5K- 51.01% |
$300K - $306K
|
12.1K
$296K
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-6.61K- 30.83% |
$158K - $161K
|
14.8K
$364K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-2.17K- 16.09% |
$51.9K - $53K
|
11.3K
$278K
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-689- 1.24% |
$16.5K - $16.8K
|
54.9K
$1.35M
|
|
Q2 2023 | |||||||
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-4.04K- 4.47% |
$97.2K - $99.2K
|
86.3K
$2.12M
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-60K- 18.25% |
$1.43M - $1.48M
|
269K
$6.61M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-20.6K- 54.09% |
$492K - $509K
|
17.5K
$430K
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-19.9K- 54.92% |
$474K - $491K
|
16.3K
$400K
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-15K- 4.12% |
$358K - $371K
|
349K
$8.58M
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-9.91K- 53.09% |
$236K - $245K
|
8.76K
$215K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-4K- 23.62% |
$95.6K - $99K
|
12.9K
$318K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.25K- 36.31% |
$77.6K - $80.4K
|
5.7K
$140K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.18K- 12.41% |
$28.1K - $29.1K
|
8.3K
$204K
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-485- 4.81% |
$11.6K - $12K
|
9.6K
$236K
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-465- 4.23% |
$11.1K - $11.5K
|
10.5K
$258K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-326- 1.72% |
$7.78K - $8.06K
|
18.6K
$458K
|
|
Q4 2022 | |||||||
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.38K- 12.43% |
$173K - $181K
|
52K
$1.28M
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-589- 91.04% |
$13.8K - $14.4K
|
58
$1.43K
|
|
Q3 2022 | |||||||
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-38.5K- 52.75% |
$918K - $964K
|
34.5K
$848K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.42K- 28.96% |
$153K - $161K
|
15.8K
$387K
|
|
Q2 2022 | |||||||
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-24.7KClosed |
$602K - $630K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-21.7KClosed |
$529K - $554K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-19.6KClosed |
$479K - $501K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-10.4KClosed |
$255K - $267K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.99KClosed |
$171K - $179K
|
0
$0
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-4.81KClosed |
$117K - $123K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.4K- 48.28% |
$34.2K - $35.8K
|
1.5K
$36.9K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-945- 55.75% |
$23.1K - $24.1K
|
750
$18.4K
|
|
Q1 2022 | |||||||
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-31.5KClosed |
$802K - $830K
|
0
$0
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-12.5KClosed |
$317K - $328K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.8KClosed |
$300K - $311K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-8.82KClosed |
$225K - $233K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-375Closed |
$9.55K - $9.89K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-82Closed |
$2.09K - $2.16K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-74KClosed |
$1.97M - $1.97M
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-12.2KClosed |
$325K - $326K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.17KClosed |
$217K - $218K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 16, 2021
Q2 2021
|
Lvz, Inc.
|
SELL
|
- |
-27.3KClosed |
$726K - $729K
|
0
$0
|
|
Q1 2021 | |||||||
May 19, 2021
Q1 2021
|
Curran Financial Partners, LLC
|
SELL
|
- |
-7.84KClosed |
$208K - $210K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-6.4KClosed |
$169K - $172K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-8.34K- 93.31% |
$218K - $223K
|
598
$14.7K
|
|
Q2 2020 | |||||||
Aug 03, 2020
Q2 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-13.7KClosed |
$327K - $355K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-10KClosed |
$240K - $260K
|
0
$0
|