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 256 institutions that hold shares in the stock, with a total of 89.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
841,434
shares
|
$20.7 Million
0.65% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
819,539
shares
|
$20.2 Million
0.29% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
811,854
shares
|
$20 Million
1.35% of portfolio
|
Q2 2024
Reduced 12.85%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
727,319
shares
|
$17.9 Million
3.61% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
715,634
shares
|
$17.6 Million
1.11% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
713,166
shares
|
$17.6 Million
0.64% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
662,387
shares
|
$16.3 Million
1.18% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
647,826
shares
|
$16 Million
1.65% of portfolio
|
Q3 2024
Added 1263.01%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
602,415
shares
|
$14.8 Million
1.43% of portfolio
|
Q4 2022
Added 43.49%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
599,818
shares
|
$14.8 Million
0.03% of portfolio
|
Q2 2024
Added 292.42%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
542,728
shares
|
$13.4 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
534,908
shares
|
$13.2 Million
0.0% of portfolio
|
Q2 2024
Added 52.7%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
533,334
shares
|
$13.1 Million
2.57% of portfolio
|
Q2 2024
Reduced 3.39%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
530,212
shares
|
$13.1 Million
2.73% of portfolio
|
Q2 2024
Reduced 5.96%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
522,135
shares
|
$12.9 Million
3.89% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
520,113
shares
|
$12.8 Million
2.85% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
503,462
shares
|
$12.4 Million
1.55% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
493,489
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 37.75%
|
|
|
Slate Stone Wealth, LLC
|
Jul 25, 2024 Q2 2024 |
491,856
shares
|
$12.1 Million
1.3% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
477,766
shares
|
$11.8 Million
1.05% of portfolio
|
Q2 2024
Reduced 3.29%
|
|
|
Darwin Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
464,504
shares
|
$11.5 Million
5.75% of portfolio
|
Q2 2024
Reduced 4.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
454,662
shares
|
$11.2 Million
0.01% of portfolio
|
Q2 2024
Added 11.41%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
453,354
shares
|
$11.2 Million
2.35% of portfolio
|
Q3 2024
Added 94.58%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 24, 2024 Q3 2024 |
435,303
shares
|
$10.7 Million
6.77% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
433,884
shares
|
$10.7 Million
4.48% of portfolio
|
Q3 2024
New holding
|