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 311 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $2.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
12,947
shares
|
$320,697
0.21% of portfolio
|
Q1 2023
Reduced 23.62%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
12,878
shares
|
$318,988
0.2% of portfolio
|
Q4 2024
Added 57.7%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
12,568
shares
|
$311,309
0.01% of portfolio
|
Q4 2024
Reduced 91.52%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
12,494
shares
|
$309,476
0.01% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
12,425
shares
|
$307,767
0.02% of portfolio
|
Q4 2024
Added 12.94%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
12,395
shares
|
$307,024
0.01% of portfolio
|
Q4 2024
Added 15.13%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
12,089
shares
|
$299,444
0.11% of portfolio
|
Q3 2024
Added 16.24%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
11,540
shares
|
$285,845
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
11,386
shares
|
$282,031
0.16% of portfolio
|
Q4 2024
Reduced 14.46%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
11,063
shares
|
$274,030
0.18% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
10,534
shares
|
$260,927
0.07% of portfolio
|
Q4 2024
Reduced 42.38%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Feb 25, 2025 Q4 2024 |
10,474
shares
|
$259,440
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
10,392
shares
|
$257,409
0.11% of portfolio
|
Q2 2024
Added 7430.43%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,370
shares
|
$256,864
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
10,297
shares
|
$255,056
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
10,256
shares
|
$254,041
0.0% of portfolio
|
Q4 2024
Reduced 91.09%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
10,050
shares
|
$248,938
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
10,045
shares
|
$248,814
0.04% of portfolio
|
Q4 2024
Reduced 88.64%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
9,568
shares
|
$236,999
0.04% of portfolio
|
Q4 2024
Reduced 54.92%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
9,485
shares
|
$234,943
0.05% of portfolio
|
Q4 2024
Reduced 7.81%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
9,451
shares
|
$234,101
0.01% of portfolio
|
Q4 2024
Reduced 72.24%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
9,401
shares
|
$232,862
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
9,129
shares
|
$226,125
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,940
shares
|
$221,443
0.01% of portfolio
|
Q4 2020
Reduced 93.31%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
8,888
shares
|
$220,155
0.09% of portfolio
|
Q4 2024
Reduced 22.81%
|