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 256 institutions that hold shares in the stock, with a total of 89.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
427,125
shares
|
$10.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
415,286
shares
|
$10.2 Million
0.02% of portfolio
|
Q2 2024
Added 6.48%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
409,345
shares
|
$10.1 Million
0.03% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
390,335
shares
|
$9.62 Million
0.31% of portfolio
|
Q2 2024
Reduced 35.66%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
389,013
shares
|
$9.59 Million
0.64% of portfolio
|
Q2 2024
Added 4.35%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
382,615
shares
|
$9.43 Million
10.48% of portfolio
|
Q3 2024
Added 14.01%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
382,375
shares
|
$9.43 Million
0.34% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
368,949
shares
|
$9.09 Million
0.05% of portfolio
|
Q2 2024
Added 12.55%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
364,887
shares
|
$8.99 Million
4.15% of portfolio
|
Q3 2024
Added 29.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
356,740
shares
|
$8.79 Million
0.09% of portfolio
|
Q2 2024
Added 3.87%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
349,121
shares
|
$8.61 Million
1.23% of portfolio
|
Q1 2023
Reduced 4.12%
|
|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
348,616
shares
|
$8.59 Million
9.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
333,851
shares
|
$8.23 Million
2.53% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
332,854
shares
|
$8.2 Million
0.12% of portfolio
|
Q3 2023
Added 2.35%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
330,633
shares
|
$8.15 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
329,558
shares
|
$8.12 Million
0.06% of portfolio
|
Q2 2024
Added 2207.18%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
322,073
shares
|
$7.94 Million
0.86% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
315,785
shares
|
$7.78 Million
0.71% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
309,894
shares
|
$7.64 Million
0.02% of portfolio
|
Q2 2024
Added 6.11%
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
300,518
shares
|
$7.41 Million
0.21% of portfolio
|
Q1 2024
Reduced 48.05%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
299,625
shares
|
$7.39 Million
0.7% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
295,282
shares
|
$7.28 Million
5.32% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
289,871
shares
|
$7.15 Million
2.46% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
283,759
shares
|
$6.99 Million
0.64% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
283,003
shares
|
$6.98 Million
0.09% of portfolio
|
Q3 2024
Added 6.26%
|