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 302 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $2.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
446,538
shares
|
$11.3 Million
0.3% of portfolio
|
Q3 2025
Reduced 32.69%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
439,861
shares
|
$11.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
435,319
shares
|
$11 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
432,123
shares
|
$10.9 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
432,079
shares
|
$10.9 Million
0.06% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
419,964
shares
|
$10.6 Million
1.77% of portfolio
|
Q3 2025
Added 29.92%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
395,267
shares
|
$10 Million
0.03% of portfolio
|
Q2 2025
Added 40.36%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
394,462
shares
|
$9.99 Million
0.08% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
389,100
shares
|
$9.86 Million
0.02% of portfolio
|
Q3 2025
Reduced 15.87%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
387,317
shares
|
$9.81 Million
0.59% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
386,294
shares
|
$9.78 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
384,965
shares
|
$9.75 Million
0.9% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
365,053
shares
|
$9.25 Million
8.58% of portfolio
|
Q3 2025
Reduced 14.13%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
364,676
shares
|
$9.24 Million
0.6% of portfolio
|
Q2 2025
Added 10.74%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
363,819
shares
|
$9.22 Million
3.14% of portfolio
|
Q2 2025
Added 14.98%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
362,234
shares
|
$9.18 Million
0.03% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
356,779
shares
|
$9.04 Million
3.08% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
355,780
shares
|
$9.01 Million
0.17% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
351,966
shares
|
$8.92 Million
3.95% of portfolio
|
Q2 2025
Added 60.28%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
350,088
shares
|
$8.87 Million
0.92% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
349,121
shares
|
$8.84 Million
1.23% of portfolio
|
Q1 2023
Reduced 4.12%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
332,854
shares
|
$8.43 Million
0.12% of portfolio
|
Q3 2023
Added 2.35%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
330,503
shares
|
$8.37 Million
2.41% of portfolio
|
Q2 2025
Reduced 26.02%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
330,116
shares
|
$8.36 Million
0.69% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 28, 2025 Q2 2025 |
328,915
shares
|
$8.33 Million
1.47% of portfolio
|
Q1 2025
Reduced 13.59%
|