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 313 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,657
shares
|
$335,962
0.0% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
13,455
shares
|
$330,993
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
13,334
shares
|
$328,016
0.08% of portfolio
|
Q4 2023
Added 10.3%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 22, 2025 Q1 2025 |
13,201
shares
|
$324,744
0.16% of portfolio
|
Q1 2025
Reduced 23.04%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
13,161
shares
|
$323,760
0.0% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
13,017
shares
|
$320,218
0.08% of portfolio
|
Q1 2025
Reduced 61.31%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
12,947
shares
|
$318,496
0.21% of portfolio
|
Q1 2023
Reduced 23.62%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
12,684
shares
|
$312,026
0.01% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
12,407
shares
|
$305,212
0.01% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
12,089
shares
|
$297,389
0.11% of portfolio
|
Q3 2024
Added 16.24%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
12,053
shares
|
$296,503
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
11,581
shares
|
$284,892
0.21% of portfolio
|
Q1 2025
Added 12.47%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,564
shares
|
$284,474
0.02% of portfolio
|
Q1 2025
Reduced 17.11%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
11,414
shares
|
$280,784
0.01% of portfolio
|
Q1 2025
Reduced 22.45%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
11,386
shares
|
$280,095
0.17% of portfolio
|
Q4 2024
Reduced 14.46%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
11,386
shares
|
$280,095
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,029
shares
|
$271,313
0.03% of portfolio
|
Q1 2025
Reduced 37.13%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
10,713
shares
|
$263,539
0.02% of portfolio
|
Q1 2025
Reduced 13.78%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
10,586
shares
|
$260,415
0.16% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
10,392
shares
|
$255,643
0.12% of portfolio
|
Q2 2024
Added 7430.43%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
10,357
shares
|
$254,782
0.17% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
10,074
shares
|
$247,820
0.04% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,000
shares
|
$246,000
0.01% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,840
shares
|
$242,064
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
9,819
shares
|
$241,547
0.1% of portfolio
|
Q1 2025
Reduced 47.51%
|