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 313 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
493,489
shares
|
$12.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 37.75%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
489,802
shares
|
$12 Million
2.51% of portfolio
|
Q1 2025
Added 15.63%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
480,500
shares
|
$11.8 Million
0.02% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
472,204
shares
|
$11.6 Million
0.07% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
463,604
shares
|
$11.4 Million
0.02% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
459,067
shares
|
$11.3 Million
0.4% of portfolio
|
Q1 2025
Added 14.89%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
456,372
shares
|
$11.2 Million
4.87% of portfolio
|
Q1 2025
Added 11.45%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
447,681
shares
|
$11 Million
0.26% of portfolio
|
Q1 2025
Reduced 67.53%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
447,060
shares
|
$11 Million
3.16% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
446,759
shares
|
$11 Million
3.61% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Bka Wealth Consulting, Inc.
|
May 02, 2025 Q1 2025 |
437,245
shares
|
$10.8 Million
11.93% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
435,864
shares
|
$10.7 Million
0.23% of portfolio
|
Q1 2025
Added 182.29%
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
427,219
shares
|
$10.5 Million
7.15% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
416,183
shares
|
$10.2 Million
1.03% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
404,639
shares
|
$9.95 Million
0.1% of portfolio
|
Q1 2025
Added 17.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
403,003
shares
|
$9.91 Million
0.06% of portfolio
|
Q1 2025
Added 13.95%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
381,810
shares
|
$9.39 Million
0.65% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
380,873
shares
|
$9.37 Million
4.52% of portfolio
|
Q1 2025
Added 86.35%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
379,917
shares
|
$9.35 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
358,134
shares
|
$8.81 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
356,541
shares
|
$8.77 Million
0.03% of portfolio
|
Q1 2025
Added 40.78%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
355,263
shares
|
$8.74 Million
1.53% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
349,121
shares
|
$8.59 Million
1.23% of portfolio
|
Q1 2023
Reduced 4.12%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
332,854
shares
|
$8.19 Million
0.12% of portfolio
|
Q3 2023
Added 2.35%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
329,304
shares
|
$8.1 Million
0.6% of portfolio
|
Q1 2025
Added 27.14%
|