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 |
|---|---|---|---|---|---|
|
Entruity Wealth, LLC
Bakersfield, CA |
Aug 12, 2025 Q2 2025 |
225,970
shares
|
$5.65 Million
4.78% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
225,734
shares
|
$5.64 Million
0.4% of portfolio
|
Q2 2025
Added 9.06%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
221,271
shares
|
$5.53 Million
0.28% of portfolio
|
Q2 2025
Added 28.5%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
221,001
shares
|
$5.52 Million
1.78% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
219,131
shares
|
$5.48 Million
0.61% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
202,658
shares
|
$5.06 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
198,225
shares
|
$4.95 Million
1.23% of portfolio
|
Q2 2024
Added 34.33%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
196,457
shares
|
$4.91 Million
1.49% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
196,194
shares
|
$4.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 32.91%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
189,841
shares
|
$4.74 Million
0.64% of portfolio
|
Q2 2025
Reduced 35.66%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
189,612
shares
|
$4.74 Million
0.48% of portfolio
|
Q2 2025
Reduced 64.2%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
188,108
shares
|
$4.7 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
173,543
shares
|
$4.34 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
166,175
shares
|
$4.15 Million
0.22% of portfolio
|
Q2 2025
Reduced 49.03%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
161,679
shares
|
$4.04 Million
0.2% of portfolio
|
Q2 2025
Added 55.51%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
161,576
shares
|
$4.04 Million
2.74% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
161,493
shares
|
$4.04 Million
2.64% of portfolio
|
Q2 2023
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
160,468
shares
|
$4.01 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
152,345
shares
|
$3.81 Million
0.05% of portfolio
|
Q2 2025
Added 9.75%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
149,890
shares
|
$3.75 Million
0.07% of portfolio
|
Q2 2025
Reduced 70.24%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
148,140
shares
|
$3.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
137,710
shares
|
$3.44 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
136,313
shares
|
$3.41 Million
0.41% of portfolio
|
Q2 2025
Added 12.1%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
132,105
shares
|
$3.3 Million
0.4% of portfolio
|
Q2 2025
Reduced 23.23%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Aug 06, 2025 Q2 2025 |
123,185
shares
|
$3.08 Million
2.59% of portfolio
|
Q2 2025
Reduced 1.55%
|