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 302 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $2.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
132,105
shares
|
$3.35 Million
0.4% of portfolio
|
Q2 2025
Reduced 23.23%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Oct 24, 2025 Q3 2025 |
127,112
shares
|
$3.22 Million
2.52% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
120,619
shares
|
$3.06 Million
0.09% of portfolio
|
Q2 2025
Reduced 52.01%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
117,571
shares
|
$2.98 Million
0.05% of portfolio
|
Q2 2025
Added 38.84%
|
|
|
Econ Financial Services Corp
|
Oct 21, 2025 Q3 2025 |
111,704
shares
|
$2.83 Million
1.52% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
107,667
shares
|
$2.73 Million
0.85% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Defined Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
104,727
shares
|
$2.65 Million
1.6% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
104,506
shares
|
$2.65 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
101,843
shares
|
$2.58 Million
0.07% of portfolio
|
Q1 2024
Added 4.3%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
97,646
shares
|
$2.47 Million
0.06% of portfolio
|
Q2 2025
Reduced 36.88%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
96,499
shares
|
$2.44 Million
0.33% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
92,374
shares
|
$2.34 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
90,985
shares
|
$2.3 Million
0.02% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
90,199
shares
|
$2.28 Million
3.1% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
90,072
shares
|
$2.28 Million
0.13% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
89,802
shares
|
$2.27 Million
0.22% of portfolio
|
Q4 2023
Added 36.32%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
89,024
shares
|
$2.25 Million
0.16% of portfolio
|
Q3 2025
Reduced 11.48%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
79,556
shares
|
$2.02 Million
0.02% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
79,504
shares
|
$2.01 Million
0.06% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
78,790
shares
|
$2 Million
0.41% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
75,881
shares
|
$1.92 Million
1.37% of portfolio
|
Q2 2025
Reduced 22.23%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
74,379
shares
|
$1.88 Million
0.83% of portfolio
|
Q2 2025
Added 157.96%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Oct 06, 2025 Q3 2025 |
73,905
shares
|
$1.87 Million
2.83% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
71,910
shares
|
$1.82 Million
0.65% of portfolio
|
Q3 2025
Added 9.15%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
71,451
shares
|
$1.81 Million
1.48% of portfolio
|
Q3 2025
Added 31.86%
|