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 |
|---|---|---|---|---|---|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 13, 2024 Q2 2024 |
274,236
shares
|
$6.76 Million
0.86% of portfolio
|
Q2 2024
Added 17.05%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
272,826
shares
|
$6.73 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
266,956
shares
|
$6.58 Million
0.49% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
261,809
shares
|
$6.45 Million
0.18% of portfolio
|
Q4 2023
Added 2.2%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
256,018
shares
|
$6.31 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
249,748
shares
|
$6.16 Million
0.02% of portfolio
|
Q2 2024
Reduced 32.2%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
245,258
shares
|
$6.05 Million
0.25% of portfolio
|
Q3 2022
Added 781.49%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
243,801
shares
|
$6.01 Million
0.01% of portfolio
|
Q3 2024
Added 36.49%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
242,178
shares
|
$5.97 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
237,029
shares
|
$5.84 Million
4.56% of portfolio
|
Q1 2024
Added 0.9%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
236,885
shares
|
$5.84 Million
1.97% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
223,388
shares
|
$5.51 Million
0.63% of portfolio
|
Q2 2024
Reduced 11.15%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
222,460
shares
|
$5.48 Million
2.58% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
221,875
shares
|
$5.47 Million
0.06% of portfolio
|
Q2 2024
Added 23.25%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
214,586
shares
|
$5.29 Million
0.94% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
211,035
shares
|
$5.2 Million
0.34% of portfolio
|
Q3 2024
Added 16.76%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
205,180
shares
|
$5.06 Million
2.71% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
200,664
shares
|
$4.95 Million
0.32% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
198,225
shares
|
$4.89 Million
1.23% of portfolio
|
Q2 2024
Added 34.33%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
195,445
shares
|
$4.82 Million
0.02% of portfolio
|
Q2 2024
Added 9.09%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 09, 2024 Q2 2024 |
195,326
shares
|
$4.81 Million
0.06% of portfolio
|
Q2 2024
Reduced 5.85%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
194,643
shares
|
$4.8 Million
0.21% of portfolio
|
Q2 2024
Added 4.67%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
188,410
shares
|
$4.64 Million
0.9% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
164,172
shares
|
$4.05 Million
0.64% of portfolio
|
Q3 2024
Added 59.57%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
162,080
shares
|
$4 Million
0.06% of portfolio
|
Q2 2024
Reduced 4.49%
|