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 303 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 $2.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
323,256
shares
|
$8.08 Million
1.6% of portfolio
|
Q2 2025
Added 36.56%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
319,333
shares
|
$7.98 Million
1.01% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
319,168
shares
|
$7.98 Million
0.07% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
314,692
shares
|
$7.86 Million
7.33% of portfolio
|
Q2 2025
New holding
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
308,674
shares
|
$7.71 Million
0.68% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
302,651
shares
|
$7.56 Million
0.01% of portfolio
|
Q2 2025
Added 12.6%
|
|
|
Live Oak Investment Partners
Austin, TX |
Jul 24, 2025 Q2 2025 |
296,599
shares
|
$7.41 Million
5.87% of portfolio
|
Q2 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
290,312
shares
|
$7.25 Million
0.63% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
289,129
shares
|
$7.23 Million
0.08% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
288,901
shares
|
$7.22 Million
0.24% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
287,618
shares
|
$7.19 Million
0.94% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
280,562
shares
|
$7.01 Million
0.18% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
276,854
shares
|
$6.92 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
|
$6.92 Million
5.73% of portfolio
|
Q2 2025
Added 116.76%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
275,756
shares
|
$6.89 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
275,478
shares
|
$6.88 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
262,139
shares
|
$6.55 Million
0.23% of portfolio
|
Q1 2025
Reduced 60.8%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
261,809
shares
|
$6.54 Million
0.18% of portfolio
|
Q4 2023
Added 2.2%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
248,414
shares
|
$6.21 Million
1.79% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
245,652
shares
|
$6.14 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
|
$6.13 Million
0.25% of portfolio
|
Q3 2022
Added 781.49%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
240,141
shares
|
$6 Million
0.02% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
239,994
shares
|
$6 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
|
$5.92 Million
4.56% of portfolio
|
Q1 2024
Added 0.9%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
236,886
shares
|
$5.92 Million
2.14% of portfolio
|
Q2 2025
Added 18.68%
|