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 303 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 $2.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
120,619
shares
|
$3.01 Million
0.09% of portfolio
|
Q2 2025
Reduced 52.01%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
113,226
shares
|
$2.83 Million
0.01% of portfolio
|
Q2 2025
Added 103.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
111,560
shares
|
$2.79 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Econ Financial Services Corp
|
Aug 04, 2025 Q2 2025 |
110,817
shares
|
$2.77 Million
1.53% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
107,667
shares
|
$2.69 Million
0.85% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
104,676
shares
|
$2.62 Million
1.68% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
101,843
shares
|
$2.55 Million
0.07% of portfolio
|
Q1 2024
Added 4.3%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
100,567
shares
|
$2.51 Million
0.19% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
97,646
shares
|
$2.44 Million
0.06% of portfolio
|
Q2 2025
Reduced 36.88%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
96,499
shares
|
$2.41 Million
0.33% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
92,374
shares
|
$2.31 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
90,199
shares
|
$2.25 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
|
$2.25 Million
0.13% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
89,802
shares
|
$2.24 Million
0.22% of portfolio
|
Q4 2023
Added 36.32%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
86,930
shares
|
$2.17 Million
0.02% of portfolio
|
Q2 2025
Reduced 20.92%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
84,678
shares
|
$2.12 Million
0.04% of portfolio
|
Q1 2025
Added 37.36%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
79,556
shares
|
$1.99 Million
0.02% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
79,504
shares
|
$1.99 Million
0.06% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
78,790
shares
|
$1.97 Million
0.41% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Aug 15, 2025 Q2 2025 |
78,557
shares
|
$1.96 Million
1.42% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
75,881
shares
|
$1.9 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
|
$1.86 Million
0.83% of portfolio
|
Q2 2025
Added 157.96%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
70,319
shares
|
$1.76 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
66,177
shares
|
$1.65 Million
0.04% of portfolio
|
Q2 2025
Added 25.69%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
66,051
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.89%
|