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 313 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
327,492
shares
|
$8.06 Million
0.11% of portfolio
|
Q1 2025
Added 565.8%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
326,034
shares
|
$8.02 Million
0.34% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
323,576
shares
|
$7.96 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
319,290
shares
|
$7.85 Million
1.93% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
317,732
shares
|
$7.82 Million
0.96% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
316,432
shares
|
$7.78 Million
2.73% of portfolio
|
Q1 2025
Added 897.67%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
308,373
shares
|
$7.59 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
305,272
shares
|
$7.51 Million
0.08% of portfolio
|
Q1 2025
Reduced 83.57%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
304,542
shares
|
$7.49 Million
0.66% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
298,387
shares
|
$7.34 Million
0.34% of portfolio
|
Q1 2025
Added 36.12%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
295,043
shares
|
$7.26 Million
1.06% of portfolio
|
Q1 2025
Added 76.65%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
293,626
shares
|
$7.22 Million
1.1% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
292,453
shares
|
$7.19 Million
0.0% of portfolio
|
Q1 2025
Added 2751.53%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
286,695
shares
|
$7.05 Million
0.08% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
284,223
shares
|
$6.99 Million
1.36% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
283,012
shares
|
$6.96 Million
0.01% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
281,601
shares
|
$6.93 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
279,301
shares
|
$6.87 Million
0.06% of portfolio
|
Q1 2025
Reduced 28.99%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
273,102
shares
|
$6.72 Million
1.12% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
270,892
shares
|
$6.66 Million
0.39% of portfolio
|
Q1 2025
Added 13.75%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
270,430
shares
|
$6.65 Million
0.21% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
268,787
shares
|
$6.61 Million
0.01% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
262,139
shares
|
$6.45 Million
0.23% of portfolio
|
Q1 2025
Reduced 60.8%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
261,809
shares
|
$6.44 Million
0.18% of portfolio
|
Q4 2023
Added 2.2%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
255,614
shares
|
$6.29 Million
2.3% of portfolio
|
Q1 2025
Added 13.6%
|