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 103 Million shares, which have been reported (via 13F filing form) to have a value of $2.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
12,186
shares
|
$304,528
0.04% of portfolio
|
Q2 2025
Added 20.96%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
12,089
shares
|
$302,104
0.11% of portfolio
|
Q3 2024
Added 16.24%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
12,067
shares
|
$301,554
0.2% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
11,793
shares
|
$294,707
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
11,736
shares
|
$293,282
0.01% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
11,386
shares
|
$284,536
0.17% of portfolio
|
Q4 2024
Reduced 14.46%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
11,386
shares
|
$284,536
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
11,105
shares
|
$277,513
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
11,011
shares
|
$275,164
0.03% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
10,357
shares
|
$258,821
0.17% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
10,273
shares
|
$256,722
0.01% of portfolio
|
Q2 2025
Reduced 54.93%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
10,148
shares
|
$253,598
0.01% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$249,899
0.01% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
9,610
shares
|
$240,153
0.02% of portfolio
|
Q2 2025
Reduced 60.46%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
9,568
shares
|
$239,104
0.02% of portfolio
|
Q2 2025
Added 9.34%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
9,460
shares
|
$236,405
0.0% of portfolio
|
Q2 2025
Reduced 95.78%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,018
shares
|
$225,359
0.0% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,940
shares
|
$223,410
0.01% of portfolio
|
Q4 2020
Reduced 93.31%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
8,932
shares
|
$223,210
0.09% of portfolio
|
Q2 2025
Reduced 14.05%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
8,705
shares
|
$217,537
0.03% of portfolio
|
Q2 2025
Reduced 35.3%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
8,699
shares
|
$217,388
0.18% of portfolio
|
Q2 2025
Reduced 40.81%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
8,482
shares
|
$211,965
0.11% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
8,341
shares
|
$208,441
0.03% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
8,195
shares
|
$204,793
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
5,606
shares
|
$140,093
0.01% of portfolio
|
Q2 2025
Added 10.62%
|