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 292 institutions that hold shares in the stock, with a total of 100 Million shares, which have been reported (via 13F filing form) to have a value of $2.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
280,799
shares
|
$7.08 Million
0.04% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
280,709
shares
|
$7.07 Million
0.57% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
278,153
shares
|
$7.01 Million
0.01% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
276,854
shares
|
$6.98 Million
5.73% of portfolio
|
Q2 2025
Added 83.17%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
273,589
shares
|
$6.89 Million
0.87% of portfolio
|
Q3 2025
Reduced 29.72%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
261,809
shares
|
$6.6 Million
0.18% of portfolio
|
Q4 2023
Added 2.2%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
254,817
shares
|
$6.42 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.81%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
251,837
shares
|
$6.35 Million
2.42% of portfolio
|
Q3 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
251,354
shares
|
$6.33 Million
4.46% of portfolio
|
Q3 2025
Reduced 26.34%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 08, 2026 Q4 2025 |
250,574
shares
|
$6.31 Million
1.63% of portfolio
|
Q4 2025
Added 6.19%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
245,258
shares
|
$6.18 Million
0.25% of portfolio
|
Q3 2022
Added 781.49%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Nov 06, 2025 Q3 2025 |
241,930
shares
|
$6.1 Million
4.73% of portfolio
|
Q3 2025
Added 7.06%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
241,595
shares
|
$6.09 Million
0.11% of portfolio
|
Q3 2025
Reduced 44.09%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
241,469
shares
|
$6.09 Million
5.62% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
240,704
shares
|
$6.07 Million
1.97% of portfolio
|
Q4 2025
Reduced 0.64%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
239,994
shares
|
$6.05 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
|
$5.97 Million
4.56% of portfolio
|
Q1 2024
Added 0.9%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
235,480
shares
|
$5.93 Million
0.69% of portfolio
|
Q3 2025
Reduced 26.26%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
232,693
shares
|
$5.86 Million
0.79% of portfolio
|
Q3 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
228,098
shares
|
$5.75 Million
1.96% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
227,852
shares
|
$5.74 Million
0.39% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
222,387
shares
|
$5.6 Million
0.48% of portfolio
|
Q3 2025
Reduced 42.23%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
219,601
shares
|
$5.53 Million
0.34% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
217,064
shares
|
$5.47 Million
0.03% of portfolio
|
Q3 2025
Reduced 49.76%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
202,536
shares
|
$5.1 Million
0.07% of portfolio
|
Q3 2025
Added 16.71%
|
|