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 |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
10,392
shares
|
$256,162
0.12% of portfolio
|
Q2 2024
Added 7430.43%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
10,289
shares
|
$253,623
0.05% of portfolio
|
Q3 2024
Reduced 38.33%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
9,827
shares
|
$242,235
0.04% of portfolio
|
Q3 2024
Reduced 11.71%
|
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
9,703
shares
|
$239,178
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
9,569
shares
|
$235,875
0.03% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
9,020
shares
|
$222,343
0.13% of portfolio
|
Q3 2024
Reduced 92.77%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,940
shares
|
$220,371
0.01% of portfolio
|
Q4 2020
Reduced 93.31%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
8,547
shares
|
$210,683
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
8,404
shares
|
$207,158
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
8,166
shares
|
$201,291
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
7,806
shares
|
$192,417
0.02% of portfolio
|
Q2 2024
Added 54.15%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
5,005
shares
|
$123,373
0.01% of portfolio
|
Q2 2024
Reduced 9.26%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,649
shares
|
$89,947
0.02% of portfolio
|
Q2 2024
Added 13.75%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
2,807
shares
|
$69,192
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
2,509
shares
|
$61,846
0.0% of portfolio
|
Q2 2024
Added 151.65%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,500
shares
|
$61,625
0.0% of portfolio
|
Q2 2024
Reduced 25.66%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
2,217
shares
|
$54,649
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
933
shares
|
$22,998
0.01% of portfolio
|
Q3 2024
Reduced 87.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
790
shares
|
$19,473
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
505
shares
|
$12,448
0.0% of portfolio
|
Q3 2024
Reduced 30.82%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
479
shares
|
$11,807
0.0% of portfolio
|
Q2 2024
Reduced 59.02%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
416
shares
|
$10,254
0.0% of portfolio
|
Q2 2024
Added 88.24%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
237
shares
|
$5,842
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 09, 2024 Q2 2024 |
206
shares
|
$5,077
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
200
shares
|
$4,930
0.0% of portfolio
|
Q2 2024
New holding
|