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 313 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
251,946
shares
|
$6.2 Million
2.64% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
251,356
shares
|
$6.18 Million
0.21% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
May 13, 2025 Q1 2025 |
251,032
shares
|
$6.18 Million
2.03% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
245,258
shares
|
$6.03 Million
0.25% of portfolio
|
Q3 2022
Added 781.49%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
242,616
shares
|
$5.97 Million
0.69% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
238,135
shares
|
$5.86 Million
6.23% of portfolio
|
Q1 2025
Added 55.55%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Apr 07, 2025 Q1 2025 |
237,698
shares
|
$5.85 Million
3.06% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
237,029
shares
|
$5.83 Million
4.56% of portfolio
|
Q1 2024
Added 0.9%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
236,711
shares
|
$5.82 Million
1.3% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
233,140
shares
|
$5.74 Million
0.04% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
228,815
shares
|
$5.63 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
225,340
shares
|
$5.54 Million
0.02% of portfolio
|
Q1 2025
Added 15.64%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
223,951
shares
|
$5.51 Million
0.02% of portfolio
|
Q1 2025
Added 774.77%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
219,668
shares
|
$5.4 Million
2.46% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
219,590
shares
|
$5.4 Million
2.68% of portfolio
|
Q1 2025
Added 55.67%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
May 08, 2025 Q1 2025 |
212,161
shares
|
$5.22 Million
4.95% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
211,339
shares
|
$5.2 Million
1.82% of portfolio
|
Q4 2024
Reduced 27.09%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
210,426
shares
|
$5.18 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
206,977
shares
|
$5.09 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
203,096
shares
|
$5 Million
0.39% of portfolio
|
Q1 2025
Added 12.4%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
199,599
shares
|
$4.91 Million
1.95% of portfolio
|
Q1 2025
Added 26.54%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
198,225
shares
|
$4.88 Million
1.23% of portfolio
|
Q2 2024
Added 34.33%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
188,108
shares
|
$4.63 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
181,332
shares
|
$4.46 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
180,000
shares
|
$4.43 Million
0.51% of portfolio
|
Q1 2025
New holding
|