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 310 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 |
|---|---|---|---|---|---|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
425,223
shares
|
$10.5 Million
3.39% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
423,582
shares
|
$10.5 Million
2.18% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
419,106
shares
|
$10.4 Million
1.25% of portfolio
|
Q4 2024
Added 62.87%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
418,970
shares
|
$10.4 Million
11.49% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
409,485
shares
|
$10.1 Million
4.46% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
399,580
shares
|
$9.9 Million
0.35% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
398,629
shares
|
$9.87 Million
0.61% of portfolio
|
Q4 2024
Added 34.72%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
395,435
shares
|
$9.79 Million
0.12% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
393,330
shares
|
$9.74 Million
0.09% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
358,304
shares
|
$8.88 Million
0.97% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
353,682
shares
|
$8.76 Million
0.05% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
349,121
shares
|
$8.65 Million
1.23% of portfolio
|
Q1 2023
Reduced 4.12%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
345,376
shares
|
$8.55 Million
0.08% of portfolio
|
Q4 2024
Added 18.86%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
344,411
shares
|
$8.53 Million
1.1% of portfolio
|
Q4 2024
Reduced 31.59%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
343,269
shares
|
$8.5 Million
2.94% of portfolio
|
Q4 2024
New holding
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
337,658
shares
|
$8.36 Million
1.38% of portfolio
|
Q4 2024
Added 131.84%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
332,854
shares
|
$8.24 Million
0.12% of portfolio
|
Q3 2023
Added 2.35%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
331,739
shares
|
$8.22 Million
2.3% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
327,625
shares
|
$8.12 Million
0.02% of portfolio
|
Q4 2024
Reduced 19.96%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
324,059
shares
|
$8.03 Million
0.72% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
316,235
shares
|
$7.83 Million
0.72% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
314,947
shares
|
$7.8 Million
0.28% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
313,088
shares
|
$7.76 Million
1.58% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
300,169
shares
|
$7.44 Million
0.65% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
292,891
shares
|
$7.25 Million
0.7% of portfolio
|
Q4 2024
Added 259.48%
|