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 |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
206,216
shares
|
$5.11 Million
0.57% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
204,388
shares
|
$5.06 Million
2.38% of portfolio
|
Q4 2024
Added 64.87%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Feb 13, 2025 Q4 2024 |
203,674
shares
|
$5.05 Million
4.98% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
198,225
shares
|
$4.91 Million
1.23% of portfolio
|
Q2 2024
Added 34.33%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
194,863
shares
|
$4.83 Million
0.02% of portfolio
|
Q4 2024
Added 32.13%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
193,858
shares
|
$4.8 Million
0.07% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
188,108
shares
|
$4.66 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
188,108
shares
|
$4.66 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
184,428
shares
|
$4.57 Million
0.27% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
180,684
shares
|
$4.48 Million
0.36% of portfolio
|
Q4 2024
Added 11.38%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
167,024
shares
|
$4.14 Million
0.61% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
162,432
shares
|
$4.02 Million
0.26% of portfolio
|
Q4 2024
Added 30.59%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
161,493
shares
|
$4 Million
2.64% of portfolio
|
Q2 2023
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
161,263
shares
|
$3.99 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
160,638
shares
|
$3.98 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
157,731
shares
|
$3.91 Million
1.48% of portfolio
|
Q4 2024
Added 41.71%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
154,401
shares
|
$3.82 Million
0.08% of portfolio
|
Q4 2024
Added 23.29%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
153,089
shares
|
$3.79 Million
4.11% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
151,150
shares
|
$3.74 Million
2.67% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
151,150
shares
|
$3.74 Million
2.67% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
151,078
shares
|
$3.74 Million
0.53% of portfolio
|
Q4 2024
Added 18.99%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
150,622
shares
|
$3.73 Million
2.56% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
150,002
shares
|
$3.72 Million
1.49% of portfolio
|
Q4 2024
Reduced 65.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
144,312
shares
|
$3.57 Million
0.04% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
142,295
shares
|
$3.52 Million
0.43% of portfolio
|
Q4 2024
New holding
|