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 302 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 $2.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
12,089
shares
|
$306,214
0.11% of portfolio
|
Q3 2024
Added 16.24%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
11,793
shares
|
$298,716
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
11,769
shares
|
$298,108
0.01% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
11,386
shares
|
$288,407
0.17% of portfolio
|
Q4 2024
Reduced 14.46%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
11,386
shares
|
$288,407
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
11,339
shares
|
$287,216
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
11,011
shares
|
$278,908
0.03% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
10,273
shares
|
$260,215
0.01% of portfolio
|
Q2 2025
Reduced 54.93%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
10,148
shares
|
$257,048
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
|
$253,299
0.01% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
9,610
shares
|
$243,421
0.02% of portfolio
|
Q2 2025
Reduced 60.46%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Sep 25, 2025 Q2 2025 |
9,592
shares
|
$242,965
0.13% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
9,585
shares
|
$242,788
0.02% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
9,460
shares
|
$239,621
0.0% of portfolio
|
Q2 2025
Reduced 95.78%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,018
shares
|
$228,425
0.0% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,940
shares
|
$226,450
0.01% of portfolio
|
Q4 2020
Reduced 93.31%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
8,705
shares
|
$220,497
0.02% of portfolio
|
Q2 2025
Reduced 35.3%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
8,699
shares
|
$220,345
0.18% of portfolio
|
Q2 2025
Reduced 40.81%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
8,482
shares
|
$214,849
0.11% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
8,341
shares
|
$211,277
0.03% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
8,195
shares
|
$207,579
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
5,842
shares
|
$147,977
0.06% of portfolio
|
Q3 2025
Reduced 34.59%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
5,635
shares
|
$142,734
0.15% of portfolio
|
Q3 2025
Added 127.95%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
5,228
shares
|
$132,425
0.0% of portfolio
|
Q3 2025
Reduced 6.74%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
4,665
shares
|
$118,164
0.01% of portfolio
|
Q2 2025
Added 52.4%
|