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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
19,009
shares
|
$471,423
0.04% of portfolio
|
Q1 2025
Reduced 42.43%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
18,829
shares
|
$466,959
0.01% of portfolio
|
Q1 2025
Added 13.87%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
18,760
shares
|
$465,248
0.01% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
18,739
shares
|
$464,727
0.12% of portfolio
|
Q1 2025
Reduced 14.8%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
18,051
shares
|
$447,664
0.01% of portfolio
|
Q2 2022
Added 11.07%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
18,040
shares
|
$447,392
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
17,637
shares
|
$437,397
0.28% of portfolio
|
Q1 2025
Added 36.95%
|
|
|
Chiron Capital Management, LLC
|
May 15, 2025 Q1 2025 |
17,162
shares
|
$425,617
0.39% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
17,033
shares
|
$422,418
0.04% of portfolio
|
Q1 2023
Added 13.47%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
17,016
shares
|
$421,996
0.12% of portfolio
|
Q1 2025
Reduced 17.7%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
16,840
shares
|
$417,632
0.37% of portfolio
|
Q1 2025
Reduced 18.26%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
16,400
shares
|
$406,720
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
16,350
shares
|
$405,480
0.02% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
16,048
shares
|
$397,990
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
15,998
shares
|
$396,750
0.02% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Tru Independence LLC
|
Apr 30, 2025 Q1 2025 |
15,921
shares
|
$394,840
0.13% of portfolio
|
Q1 2025
Reduced 76.45%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
15,775
shares
|
$391,220
0.1% of portfolio
|
Q3 2024
Added 8.41%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
15,530
shares
|
$385,144
0.0% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
15,468
shares
|
$383,606
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
15,430
shares
|
$382,664
0.33% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Gk Wealth Management LLC
Reno, NV |
May 28, 2025 Q1 2025 |
15,040
shares
|
$372,992
0.43% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 17, 2025 Q1 2025 |
14,697
shares
|
$364,485
0.27% of portfolio
|
Q1 2025
Reduced 80.18%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
14,401
shares
|
$357,144
0.02% of portfolio
|
Q1 2025
Added 53.19%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
14,366
shares
|
$356,276
0.0% of portfolio
|
Q1 2025
Reduced 83.5%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
13,900
shares
|
$344,720
0.09% of portfolio
|
Q2 2022
New holding
|