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 |
|---|---|---|---|---|---|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
743,574
shares
|
$18.6 Million
0.64% of portfolio
|
Q2 2025
Reduced 15.92%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
743,443
shares
|
$18.6 Million
1.15% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
731,742
shares
|
$18.3 Million
1.07% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
699,400
shares
|
$17.5 Million
3.81% of portfolio
|
Q1 2025
Added 26.55%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
692,946
shares
|
$17.3 Million
3.32% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 12, 2025 Q2 2025 |
683,331
shares
|
$17.1 Million
7.92% of portfolio
|
Q2 2025
Added 79.41%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
670,798
shares
|
$16.8 Million
1.48% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
660,003
shares
|
$16.5 Million
0.25% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
656,393
shares
|
$16.4 Million
6.61% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
641,901
shares
|
$16 Million
0.65% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
638,582
shares
|
$16 Million
0.87% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
629,157
shares
|
$15.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 93.11%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
602,415
shares
|
$15.1 Million
1.43% of portfolio
|
Q4 2022
Added 43.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
587,966
shares
|
$14.7 Million
0.01% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
573,233
shares
|
$14.3 Million
0.02% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
571,257
shares
|
$14.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
546,058
shares
|
$13.6 Million
3.8% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
530,212
shares
|
$13.2 Million
2.73% of portfolio
|
Q2 2024
Reduced 5.96%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
529,816
shares
|
$13.2 Million
7.94% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
522,902
shares
|
$13.1 Million
0.07% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
507,151
shares
|
$12.7 Million
4.71% of portfolio
|
Q2 2025
Added 11.13%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
493,489
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 37.75%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
470,634
shares
|
$11.8 Million
0.37% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
467,120
shares
|
$11.7 Million
2.2% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
462,516
shares
|
$11.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.74%
|