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 |
|---|---|---|---|---|---|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
290,514
shares
|
$7.2 Million
1.12% of portfolio
|
Q2 2024
Reduced 34.23%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
283,922
shares
|
$7.03 Million
0.09% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
277,756
shares
|
$6.88 Million
0.04% of portfolio
|
Q4 2024
Added 101.52%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
275,431
shares
|
$6.82 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
273,632
shares
|
$6.78 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.08%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
262,241
shares
|
$6.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
261,809
shares
|
$6.49 Million
0.18% of portfolio
|
Q4 2023
Added 2.2%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
260,834
shares
|
$6.46 Million
0.19% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
259,004
shares
|
$6.42 Million
0.48% of portfolio
|
Q4 2024
Added 1539.27%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
253,863
shares
|
$6.29 Million
2.67% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
253,391
shares
|
$6.28 Million
0.01% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
253,265
shares
|
$6.27 Million
0.02% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
248,912
shares
|
$6.17 Million
0.22% of portfolio
|
Q4 2024
Added 10.39%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
245,258
shares
|
$6.08 Million
0.25% of portfolio
|
Q3 2022
Added 781.49%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
241,136
shares
|
$5.97 Million
1.87% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
238,372
shares
|
$5.9 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
238,156
shares
|
$5.9 Million
0.37% of portfolio
|
Q4 2024
Added 12.85%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
237,029
shares
|
$5.87 Million
4.56% of portfolio
|
Q1 2024
Added 0.9%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
232,743
shares
|
$5.77 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
225,014
shares
|
$5.57 Million
2.16% of portfolio
|
Q4 2024
Added 75.32%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
221,200
shares
|
$5.48 Million
2.3% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
219,201
shares
|
$5.43 Million
0.25% of portfolio
|
Q4 2024
Reduced 37.97%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
216,240
shares
|
$5.36 Million
0.07% of portfolio
|
Q4 2024
Added 155.28%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
215,537
shares
|
$5.34 Million
2.78% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
211,339
shares
|
$5.23 Million
1.76% of portfolio
|
Q4 2024
Reduced 27.09%
|