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 269 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $2.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
849,195
shares
|
$20.9 Million
1.22% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
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
|
Nov 14, 2024 Q3 2024 |
811,923
shares
|
$20 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
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%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Nov 12, 2024 Q3 2024 |
659,633
shares
|
$16.3 Million
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
647,826
shares
|
$16 Million
1.65% of portfolio
|
Q3 2024
Added 1263.01%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
634,559
shares
|
$15.6 Million
0.3% of portfolio
|
Q3 2024
Added 5251.77%
|
|
|
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%
|
|
|
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
|
Nov 07, 2024 Q3 2024 |
458,040
shares
|
$11.3 Million
1.04% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
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%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
450,040
shares
|
$11.1 Million
0.07% of portfolio
|
Q3 2024
Added 21.98%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
447,060
shares
|
$11 Million
3.16% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
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
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
433,094
shares
|
$10.7 Million
0.02% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
427,125
shares
|
$10.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
424,650
shares
|
$10.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.6%
|