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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
319,168
shares
|
$8.08 Million
0.07% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
314,692
shares
|
$7.97 Million
7.33% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
313,595
shares
|
$7.94 Million
0.3% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
302,651
shares
|
$7.67 Million
0.01% of portfolio
|
Q2 2025
Added 12.6%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
301,929
shares
|
$7.65 Million
0.9% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
298,939
shares
|
$7.57 Million
0.08% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Live Oak Investment Partners
Austin, TX |
Jul 24, 2025 Q2 2025 |
296,599
shares
|
$7.51 Million
5.87% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
288,901
shares
|
$7.32 Million
0.24% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
280,709
shares
|
$7.11 Million
0.57% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
280,562
shares
|
$7.11 Million
0.18% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
276,854
shares
|
$7.01 Million
5.73% of portfolio
|
Q2 2025
Added 83.17%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
276,854
shares
|
$7.01 Million
5.73% of portfolio
|
Q2 2025
Added 116.76%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
275,756
shares
|
$6.98 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
275,478
shares
|
$6.98 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
273,589
shares
|
$6.93 Million
0.87% of portfolio
|
Q3 2025
Reduced 29.72%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
261,809
shares
|
$6.63 Million
0.18% of portfolio
|
Q4 2023
Added 2.2%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
251,354
shares
|
$6.37 Million
4.46% of portfolio
|
Q3 2025
Reduced 26.34%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
245,652
shares
|
$6.22 Million
5.97% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
245,258
shares
|
$6.21 Million
0.25% of portfolio
|
Q3 2022
Added 781.49%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
242,243
shares
|
$6.14 Million
2.1% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
240,141
shares
|
$6.08 Million
0.02% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
239,994
shares
|
$6.08 Million
0.03% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
237,029
shares
|
$6 Million
4.56% of portfolio
|
Q1 2024
Added 0.9%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
235,967
shares
|
$5.98 Million
1.58% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
235,480
shares
|
$5.96 Million
0.69% of portfolio
|
Q3 2025
Reduced 26.26%
|