Institutional Ownership First Tr ETF Viii Tcw Unconstr (UCON)
This table provides information about the institutional ownership of First Tr ETF Viii Tcw Unconstr (UCON). We have compiled data on the 256 institutions that hold shares in the stock, with a total of 89.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
8,112,063
shares
|
$200 Million
0.1% of portfolio
|
Q2 2024
Added 15.67%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
7,866,679
shares
|
$194 Million
0.05% of portfolio
|
Q2 2024
Added 7.73%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
6,101,506
shares
|
$150 Million
0.01% of portfolio
|
Q2 2024
Added 7.46%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
3,574,289
shares
|
$88.1 Million
0.01% of portfolio
|
Q2 2024
Added 7.94%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,439,085
shares
|
$84.8 Million
2.75% of portfolio
|
Q3 2024
Added 19.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
2,337,005
shares
|
$57.6 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.6%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
2,172,007
shares
|
$53.5 Million
0.02% of portfolio
|
Q2 2024
Added 4.71%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
2,005,073
shares
|
$49.4 Million
0.08% of portfolio
|
Q2 2024
Added 243.62%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
1,711,853
shares
|
$42.2 Million
15.14% of portfolio
|
Q3 2024
Added 49.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,520,897
shares
|
$37.5 Million
0.09% of portfolio
|
Q2 2024
Added 3.05%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,351,008
shares
|
$33.3 Million
0.05% of portfolio
|
Q3 2024
Added 17.67%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
1,350,493
shares
|
$33.3 Million
0.05% of portfolio
|
Q2 2024
Added 5.71%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
1,256,932
shares
|
$31 Million
0.95% of portfolio
|
Q2 2024
Added 10.1%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
1,176,991
shares
|
$29 Million
0.55% of portfolio
|
Q2 2024
Added 1.51%
|
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
1,172,644
shares
|
$28.9 Million
1.65% of portfolio
|
Q2 2024
Added 3.68%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,152,025
shares
|
$28.4 Million
11.23% of portfolio
|
Q3 2024
Added 31.83%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,144,004
shares
|
$28.2 Million
1.16% of portfolio
|
Q2 2024
Added 80.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,113,916
shares
|
$27.5 Million
0.02% of portfolio
|
Q3 2024
Added 84.62%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,054,948
shares
|
$26 Million
0.09% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
979,451
shares
|
$24.1 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
944,916
shares
|
$23.3 Million
0.05% of portfolio
|
Q2 2024
Added 25.99%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
920,588
shares
|
$22.7 Million
0.01% of portfolio
|
Q2 2024
Added 607.93%
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
907,877
shares
|
$22.4 Million
1.53% of portfolio
|
Q2 2024
Reduced 11.95%
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
900,339
shares
|
$22.2 Million
16.26% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
886,881
shares
|
$21.9 Million
2.81% of portfolio
|
Q3 2024
Added 8.57%
|