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 292 institutions that hold shares in the stock, with a total of 100 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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
723,645
shares
|
$18.2 Million
1.58% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
700,010
shares
|
$17.6 Million
3.02% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
681,127
shares
|
$17.2 Million
0.24% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Edge Rock Capital LLC
|
Oct 28, 2025 Q3 2025 |
671,918
shares
|
$16.9 Million
6.27% of portfolio
|
Q3 2025
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
659,863
shares
|
$16.6 Million
1.73% of portfolio
|
Q3 2025
Reduced 31.09%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
652,735
shares
|
$16.4 Million
1.45% of portfolio
|
Q4 2025
Reduced 5.32%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
632,490
shares
|
$15.9 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
625,731
shares
|
$15.8 Million
6.53% of portfolio
|
Q3 2025
Reduced 8.43%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
602,415
shares
|
$15.2 Million
1.43% of portfolio
|
Q4 2022
Added 43.49%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
550,416
shares
|
$13.9 Million
0.03% of portfolio
|
Q3 2025
Added 39.25%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
548,790
shares
|
$13.8 Million
4.57% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
548,742
shares
|
$13.8 Million
3.7% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
540,751
shares
|
$13.6 Million
0.5% of portfolio
|
Q3 2025
Reduced 15.76%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
536,772
shares
|
$13.5 Million
2.21% of portfolio
|
Q3 2025
Added 14.91%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
535,815
shares
|
$13.5 Million
0.07% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
530,212
shares
|
$13.4 Million
2.73% of portfolio
|
Q2 2024
Reduced 5.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
493,489
shares
|
$12.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 37.75%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
492,986
shares
|
$12.4 Million
0.35% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
472,655
shares
|
$11.9 Million
4.54% of portfolio
|
Q4 2025
Added 29.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
461,774
shares
|
$11.6 Million
0.02% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
450,464
shares
|
$11.4 Million
0.06% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
446,538
shares
|
$11.3 Million
0.3% of portfolio
|
Q3 2025
Reduced 32.69%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
445,797
shares
|
$11.2 Million
0.09% of portfolio
|
Q3 2025
Added 15.4%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
422,680
shares
|
$10.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
419,964
shares
|
$10.6 Million
1.77% of portfolio
|
Q3 2025
Added 29.92%
|
|