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 269 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $2.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
164,172
shares
|
$4.05 Million
0.64% of portfolio
|
Q3 2024
Added 59.57%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
162,221
shares
|
$4 Million
0.34% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
161,847
shares
|
$3.99 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
161,493
shares
|
$3.98 Million
2.64% of portfolio
|
Q2 2023
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
161,349
shares
|
$3.98 Million
0.21% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
150,914
shares
|
$3.72 Million
0.06% of portfolio
|
Q3 2024
Added 29.96%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
150,858
shares
|
$3.72 Million
2.82% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
148,713
shares
|
$3.66 Million
2.63% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
148,713
shares
|
$3.66 Million
2.63% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
148,133
shares
|
$3.65 Million
0.11% of portfolio
|
Q3 2024
Reduced 44.46%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
147,475
shares
|
$3.63 Million
0.01% of portfolio
|
Q3 2024
Added 10.91%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
145,644
shares
|
$3.59 Million
0.64% of portfolio
|
Q3 2024
Added 25.23%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
138,771
shares
|
$3.42 Million
0.04% of portfolio
|
Q3 2024
Added 61.78%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
137,939
shares
|
$3.4 Million
0.25% of portfolio
|
Q3 2024
Reduced 64.54%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
137,829
shares
|
$3.4 Million
0.02% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
128,347
shares
|
$3.16 Million
1.51% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
126,964
shares
|
$3.13 Million
0.44% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
125,233
shares
|
$3.09 Million
0.07% of portfolio
|
Q3 2024
Added 64.03%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
124,387
shares
|
$3.06 Million
0.28% of portfolio
|
Q3 2024
Added 69.19%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
123,972
shares
|
$3.05 Million
1.75% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
115,046
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2024
Added 395.29%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
113,045
shares
|
$2.79 Million
0.41% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
111,307
shares
|
$2.74 Million
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
110,754
shares
|
$2.73 Million
1.36% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
107,580
shares
|
$2.65 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.02%
|