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 311 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $2.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
910,388
shares
|
$22.6 Million
0.97% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
884,325
shares
|
$21.9 Million
0.84% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Edge Rock Capital LLC
|
Feb 04, 2025 Q4 2024 |
874,983
shares
|
$21.7 Million
14.42% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
803,335
shares
|
$19.9 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
784,985
shares
|
$19.4 Million
1.01% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
727,741
shares
|
$18 Million
3.52% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
721,532
shares
|
$17.9 Million
1.12% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
685,111
shares
|
$17 Million
1.19% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
664,856
shares
|
$16.5 Million
0.29% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
647,956
shares
|
$16 Million
1.64% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
602,415
shares
|
$14.9 Million
1.43% of portfolio
|
Q4 2022
Added 43.49%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
602,108
shares
|
$14.9 Million
1.54% of portfolio
|
Q4 2024
Added 543.06%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
552,647
shares
|
$13.7 Million
3.03% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Navalign, LLC
|
Feb 18, 2025 Q4 2024 |
544,746
shares
|
$13.5 Million
4.0% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
530,212
shares
|
$13.1 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
|
$12.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 37.75%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
483,656
shares
|
$12 Million
0.29% of portfolio
|
Q4 2024
Added 48.94%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
480,404
shares
|
$11.9 Million
0.07% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
475,594
shares
|
$11.8 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
459,680
shares
|
$11.4 Million
0.01% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
447,060
shares
|
$11.1 Million
3.16% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
441,580
shares
|
$10.9 Million
0.06% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
438,238
shares
|
$10.9 Million
0.02% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Financial Futures LTD Liability Co.
|
Jan 24, 2025 Q4 2024 |
436,820
shares
|
$10.8 Million
7.24% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
434,490
shares
|
$10.8 Million
1.05% of portfolio
|
Q4 2024
Reduced 5.14%
|