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 314 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 $3.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
9,819
shares
|
$243,511
0.1% of portfolio
|
Q1 2025
Reduced 47.51%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
9,273
shares
|
$229,970
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
9,089
shares
|
$225,407
0.08% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,940
shares
|
$221,712
0.01% of portfolio
|
Q4 2020
Reduced 93.31%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
8,912
shares
|
$221,017
0.05% of portfolio
|
Q1 2025
Reduced 15.4%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
8,751
shares
|
$217,024
0.02% of portfolio
|
Q1 2025
Added 131.51%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
8,261
shares
|
$204,872
0.0% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
8,259
shares
|
$204,823
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
8,153
shares
|
$202,194
0.09% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
5,925
shares
|
$146,940
0.0% of portfolio
|
Q1 2025
Reduced 83.39%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
5,400
shares
|
$133,920
0.0% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
5,068
shares
|
$125,686
0.0% of portfolio
|
Q1 2025
Added 76.96%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
4,869
shares
|
$120,751
0.02% of portfolio
|
Q1 2025
Added 81.68%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
4,080
shares
|
$101,184
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
3,061
shares
|
$75,912
0.01% of portfolio
|
Q1 2025
Reduced 34.38%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,034
shares
|
$75,243
0.0% of portfolio
|
Q1 2025
Added 10.17%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
2,460
shares
|
$61,008
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
1,816
shares
|
$45,036
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
1,114
shares
|
$27,627
0.01% of portfolio
|
Q4 2024
Reduced 23.38%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
931
shares
|
$23,088
0.0% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
856
shares
|
$21,228
0.0% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
596
shares
|
$14,780
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
527
shares
|
$13,069
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
488
shares
|
$12,102
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
461
shares
|
$11,432
0.01% of portfolio
|
Q1 2025
New holding
|