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 |
|---|---|---|---|---|---|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
172,200
shares
|
$4.24 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
172,086
shares
|
$4.23 Million
0.6% of portfolio
|
Q1 2025
Added 133.57%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
170,179
shares
|
$4.19 Million
0.27% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
164,917
shares
|
$4.06 Million
3.36% of portfolio
|
Q1 2025
Added 9.49%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
161,493
shares
|
$3.97 Million
2.64% of portfolio
|
Q2 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
154,710
shares
|
$3.81 Million
0.05% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
153,622
shares
|
$3.78 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
151,150
shares
|
$3.72 Million
2.67% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
142,384
shares
|
$3.5 Million
0.13% of portfolio
|
Q1 2025
Reduced 11.71%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
138,809
shares
|
$3.41 Million
0.01% of portfolio
|
Q1 2025
Reduced 47.07%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
138,585
shares
|
$3.41 Million
0.2% of portfolio
|
Q1 2025
Added 122.51%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
127,726
shares
|
$3.14 Million
2.6% of portfolio
|
Q1 2025
Reduced 15.5%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
125,489
shares
|
$3.09 Million
0.6% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Apr 29, 2025 Q1 2025 |
125,129
shares
|
$3.08 Million
2.81% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
123,432
shares
|
$3.04 Million
0.2% of portfolio
|
Q1 2025
Reduced 33.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
121,893
shares
|
$3 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
121,604
shares
|
$2.99 Million
0.45% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
117,991
shares
|
$2.9 Million
1.54% of portfolio
|
Q1 2025
Added 142.41%
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
116,100
shares
|
$2.86 Million
1.66% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
109,925
shares
|
$2.7 Million
0.02% of portfolio
|
Q1 2025
Added 25.69%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
106,558
shares
|
$2.62 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
105,405
shares
|
$2.59 Million
0.94% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
103,965
shares
|
$2.56 Million
0.14% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
103,566
shares
|
$2.55 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
103,324
shares
|
$2.54 Million
0.01% of portfolio
|
Q1 2025
Added 4.5%
|