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 256 institutions that hold shares in the stock, with a total of 89.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
161,493
shares
|
$3.98 Million
2.64% of portfolio
|
Q2 2023
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2024 Q2 2024 |
158,636
shares
|
$3.91 Million
0.35% of portfolio
|
Q2 2024
Added 119.48%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
148,516
shares
|
$3.66 Million
0.2% of portfolio
|
Q2 2024
Added 18.38%
|
|
|
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
|
$3.64 Million
0.01% of portfolio
|
Q3 2024
Added 10.91%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2024 Q2 2024 |
141,954
shares
|
$3.5 Million
2.56% of portfolio
|
Q2 2024
Added 36.35%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
137,400
shares
|
$3.39 Million
0.01% of portfolio
|
Q2 2024
Added 9.66%
|
|
|
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%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
124,422
shares
|
$3.07 Million
0.02% of portfolio
|
Q2 2024
Added 0.88%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2024 Q2 2024 |
121,897
shares
|
$3 Million
0.48% of portfolio
|
Q2 2024
New holding
|
|
|
Fagan Associates, Inc.
|
Aug 09, 2024 Q2 2024 |
116,299
shares
|
$2.87 Million
0.51% of portfolio
|
Q2 2024
Added 309.86%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
116,121
shares
|
$2.86 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
111,307
shares
|
$2.74 Million
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 15, 2024 Q2 2024 |
111,176
shares
|
$2.74 Million
0.44% of portfolio
|
Q2 2024
Added 0.83%
|
|
|
Holistic Financial Partners
|
Jul 30, 2024 Q2 2024 |
110,972
shares
|
$2.74 Million
1.44% of portfolio
|
Q2 2024
Added 21.04%
|
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
107,852
shares
|
$2.66 Million
0.18% of portfolio
|
Q2 2024
Reduced 81.7%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
107,580
shares
|
$2.65 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 12, 2024 Q2 2024 |
102,668
shares
|
$2.53 Million
0.86% of portfolio
|
Q2 2024
Added 16.76%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
101,843
shares
|
$2.51 Million
0.07% of portfolio
|
Q1 2024
Added 4.3%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2024 Q2 2024 |
97,666
shares
|
$2.41 Million
0.07% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
96,021
shares
|
$2.37 Million
1.63% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
89,954
shares
|
$2.22 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
89,802
shares
|
$2.21 Million
0.22% of portfolio
|
Q4 2023
Added 36.32%
|
|
|
Private Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
88,916
shares
|
$2.19 Million
0.4% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
88,733
shares
|
$2.19 Million
0.06% of portfolio
|
Q2 2024
Added 548.68%
|