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 |
|---|---|---|---|---|---|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
103,405
shares
|
$2.55 Million
0.9% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
102,076
shares
|
$2.52 Million
0.09% of portfolio
|
Q3 2024
Reduced 73.85%
|
|
|
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%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
96,021
shares
|
$2.37 Million
1.63% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
93,632
shares
|
$2.31 Million
0.25% of portfolio
|
Q3 2024
Reduced 13.18%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
93,400
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2024
Added 15.73%
|
|
|
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%
|
|
|
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%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
88,399
shares
|
$2.18 Million
0.35% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
87,655
shares
|
$2.16 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
84,706
shares
|
$2.09 Million
0.05% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
82,790
shares
|
$2.04 Million
0.61% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
81,477
shares
|
$2.01 Million
0.2% of portfolio
|
Q3 2024
Reduced 72.42%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
80,917
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2024
Added 91.8%
|
|
|
Capital Cs Group, LLC
|
Oct 04, 2024 Q3 2024 |
79,366
shares
|
$1.96 Million
1.37% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
78,209
shares
|
$1.93 Million
0.58% of portfolio
|
Q3 2024
Reduced 63.3%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
76,450
shares
|
$1.88 Million
0.02% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
71,870
shares
|
$1.77 Million
0.31% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
67,884
shares
|
$1.67 Million
0.51% of portfolio
|
Q3 2024
Added 11.08%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
65,786
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
64,880
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.31%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
64,664
shares
|
$1.59 Million
0.39% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
62,572
shares
|
$1.54 Million
0.82% of portfolio
|
Q1 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
61,129
shares
|
$1.51 Million
0.83% of portfolio
|
Q3 2024
Added 37.45%
|