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 314 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $3.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
12,416,312
shares
|
$308 Million
0.12% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
9,132,533
shares
|
$226 Million
0.04% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
7,248,699
shares
|
$180 Million
0.01% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
5,107,571
shares
|
$127 Million
0.03% of portfolio
|
Q1 2025
Added 21.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4,191,381
shares
|
$104 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,819,312
shares
|
$94.7 Million
0.02% of portfolio
|
Q1 2025
Added 19.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,333,946
shares
|
$82.7 Million
2.56% of portfolio
|
Q1 2025
Reduced 16.13%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,741,680
shares
|
$68 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,541,142
shares
|
$63 Million
0.02% of portfolio
|
Q1 2025
Reduced 18.32%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,242,464
shares
|
$55.6 Million
0.08% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
2,216,317
shares
|
$55 Million
17.62% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
2,047,805
shares
|
$50.8 Million
0.07% of portfolio
|
Q1 2025
Added 43.01%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,998,371
shares
|
$49.6 Million
0.0% of portfolio
|
Q1 2025
Added 12.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,962,746
shares
|
$48.7 Million
0.02% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
1,846,940
shares
|
$45.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,574,512
shares
|
$39 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 30, 2025 Q1 2025 |
1,298,325
shares
|
$32.2 Million
13.39% of portfolio
|
Q1 2025
Added 765.54%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,270,289
shares
|
$31.5 Million
11.54% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,263,415
shares
|
$31.3 Million
0.06% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
1,184,468
shares
|
$29.4 Million
1.62% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,113,916
shares
|
$27.6 Million
0.02% of portfolio
|
Q3 2024
Added 84.62%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,040,587
shares
|
$25.8 Million
0.09% of portfolio
|
Q1 2025
Added 11.69%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
931,294
shares
|
$23.1 Million
2.63% of portfolio
|
Q1 2025
Added 54.67%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
922,024
shares
|
$22.9 Million
0.77% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
884,325
shares
|
$21.9 Million
0.84% of portfolio
|
Q1 2025
Added 4.9%
|