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 227 institutions that hold shares in the stock, with a total of 75.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
7,302,553
shares
|
$178 Million
0.05% of portfolio
|
Q1 2024
Added 64.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
7,012,961
shares
|
$171 Million
0.09% of portfolio
|
Q1 2024
Added 17.3%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
5,677,990
shares
|
$138 Million
0.01% of portfolio
|
Q1 2024
Added 19.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
3,311,332
shares
|
$80.7 Million
0.01% of portfolio
|
Q1 2024
Added 22.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,424,317
shares
|
$59.1 Million
0.01% of portfolio
|
Q1 2024
Added 16.58%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
2,394,458
shares
|
$58.3 Million
2.55% of portfolio
|
Q4 2023
Added 14.89%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
2,074,309
shares
|
$50.5 Million
0.02% of portfolio
|
Q1 2024
Added 17.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,475,875
shares
|
$36 Million
0.08% of portfolio
|
Q1 2024
Added 59.12%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
1,277,573
shares
|
$31.1 Million
0.05% of portfolio
|
Q1 2024
Added 22.97%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
1,187,238
shares
|
$28.9 Million
0.05% of portfolio
|
Q1 2024
Added 68.41%
|
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
1,159,507
shares
|
$28.2 Million
0.58% of portfolio
|
Q1 2024
Added 78.22%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
1,141,596
shares
|
$27.8 Million
0.89% of portfolio
|
Q1 2024
Added 29.13%
|
|
|
Csenge Advisory Group
|
May 03, 2024 Q1 2024 |
1,131,011
shares
|
$27.6 Million
1.58% of portfolio
|
Q1 2024
Added 4.92%
|
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
1,031,132
shares
|
$25.1 Million
1.99% of portfolio
|
Q1 2024
Reduced 5.02%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 23, 2024 Q1 2024 |
1,022,028
shares
|
$24.9 Million
9.92% of portfolio
|
Q1 2024
Added 52992.36%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 15, 2024 Q1 2024 |
931,578
shares
|
$22.7 Million
1.6% of portfolio
|
Q1 2024
Added 10.08%
|
|
|
Edge Rock Capital LLC
|
May 15, 2024 Q1 2024 |
847,304
shares
|
$20.6 Million
16.85% of portfolio
|
Q1 2024
Added 0.95%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
801,893
shares
|
$19.5 Million
0.29% of portfolio
|
Q1 2024
Reduced 18.78%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 30, 2024 Q1 2024 |
757,380
shares
|
$18.4 Million
2.7% of portfolio
|
Q1 2024
Added 8.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
750,004
shares
|
$18.3 Million
0.04% of portfolio
|
Q1 2024
Added 189.5%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
680,501
shares
|
$16.6 Million
1.17% of portfolio
|
Q1 2024
Added 2.15%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
644,443
shares
|
$15.7 Million
0.54% of portfolio
|
Q1 2024
Added 7.12%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 14, 2024 Q1 2024 |
638,618
shares
|
$15.6 Million
3.72% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 16, 2024 Q1 2024 |
635,791
shares
|
$15.5 Million
1.31% of portfolio
|
Q1 2024
Added 1.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
619,255
shares
|
$15.1 Million
0.06% of portfolio
|
Q1 2024
Added 33.54%
|
|