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 |
|---|---|---|---|---|---|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
141,061
shares
|
$3.49 Million
1.76% of portfolio
|
Q4 2024
Added 27.36%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
130,559
shares
|
$3.23 Million
0.12% of portfolio
|
Q4 2024
Added 234.35%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
127,993
shares
|
$3.17 Million
2.18% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
123,695
shares
|
$3.06 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
120,510
shares
|
$2.99 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
117,436
shares
|
$2.91 Million
0.04% of portfolio
|
Q4 2024
Reduced 22.18%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
114,305
shares
|
$2.83 Million
0.41% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
114,172
shares
|
$2.83 Million
1.73% of portfolio
|
Q4 2024
Added 1165.76%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Feb 03, 2025 Q4 2024 |
112,973
shares
|
$2.8 Million
2.54% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
111,173
shares
|
$2.75 Million
0.16% of portfolio
|
Q4 2024
Added 13972.53%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
110,556
shares
|
$2.74 Million
0.24% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
104,768
shares
|
$2.6 Million
0.95% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
103,922
shares
|
$2.57 Million
0.14% of portfolio
|
Q4 2024
Added 288.76%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
103,120
shares
|
$2.55 Million
0.47% of portfolio
|
Q4 2024
Reduced 45.27%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
101,843
shares
|
$2.52 Million
0.07% of portfolio
|
Q1 2024
Added 4.3%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
98,873
shares
|
$2.45 Million
0.01% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
96,407
shares
|
$2.39 Million
1.63% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
95,866
shares
|
$2.37 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
91,761
shares
|
$2.27 Million
0.23% of portfolio
|
Q4 2024
Added 96.66%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
90,449
shares
|
$2.24 Million
0.55% of portfolio
|
Q4 2024
Added 9.25%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
90,072
shares
|
$2.23 Million
0.13% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
89,802
shares
|
$2.22 Million
0.22% of portfolio
|
Q4 2023
Added 36.32%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
87,455
shares
|
$2.17 Million
0.02% of portfolio
|
Q4 2024
Added 14.4%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
87,072
shares
|
$2.16 Million
0.01% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Capital Cs Group, LLC
|
Jan 13, 2025 Q4 2024 |
86,580
shares
|
$2.14 Million
1.87% of portfolio
|
Q4 2024
Added 9.09%
|