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 303 institutions that hold shares in the stock, with a total of 114 Million shares, which have been reported (via 13F filing form) to have a value of $2.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
11,963,596
shares
|
$296 Million
0.12% of portfolio
|
Q4 2024
Added 15.94%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
8,788,108
shares
|
$217 Million
0.04% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
7,233,667
shares
|
$179 Million
0.01% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
4,827,054
shares
|
$119 Million
0.01% of portfolio
|
Q4 2024
Added 25.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
4,211,307
shares
|
$104 Million
0.02% of portfolio
|
Q4 2024
Added 28.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,975,370
shares
|
$98.3 Million
3.01% of portfolio
|
Q4 2024
Added 15.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,200,433
shares
|
$79.1 Million
0.02% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
3,110,907
shares
|
$76.9 Million
0.02% of portfolio
|
Q4 2024
Added 18.75%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,826,061
shares
|
$69.9 Million
0.02% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,141,838
shares
|
$53 Million
0.07% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
2,057,359
shares
|
$50.9 Million
17.17% of portfolio
|
Q4 2024
Added 20.18%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
1,982,316
shares
|
$49 Million
0.08% of portfolio
|
Q4 2024
Added 9.35%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,858,338
shares
|
$46 Million
0.51% of portfolio
|
Q4 2024
Added 22.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,837,604
shares
|
$45.4 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,778,924
shares
|
$44 Million
0.0% of portfolio
|
Q4 2024
Added 42.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,482,280
shares
|
$36.7 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,431,909
shares
|
$35.4 Million
0.05% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
1,378,806
shares
|
$34.1 Million
0.81% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,251,064
shares
|
$30.9 Million
0.07% of portfolio
|
Q4 2024
Added 22.14%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,216,819
shares
|
$30.1 Million
1.03% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,196,177
shares
|
$29.6 Million
10.92% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
1,174,422
shares
|
$29 Million
1.6% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
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%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
941,719
shares
|
$23.3 Million
2.76% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
931,686
shares
|
$23 Million
0.08% of portfolio
|
Q4 2024
Reduced 11.68%
|