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 292 institutions that hold shares in the stock, with a total of 99.8 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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
59,288
shares
|
$1.49 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
58,677
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2025
Reduced 51.35%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
57,981
shares
|
$1.46 Million
0.12% of portfolio
|
Q4 2022
Added 32.36%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
57,956
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.26%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
56,843
shares
|
$1.43 Million
0.49% of portfolio
|
Q3 2025
Added 28.71%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
54,218
shares
|
$1.37 Million
0.15% of portfolio
|
Q3 2025
Added 81.83%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
53,726
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
52,749
shares
|
$1.33 Million
0.3% of portfolio
|
Q3 2025
Added 16.57%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
51,255
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
50,947
shares
|
$1.28 Million
1.15% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
50,229
shares
|
$1.27 Million
0.27% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
49,919
shares
|
$1.26 Million
0.23% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
49,136
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
47,424
shares
|
$1.2 Million
0.87% of portfolio
|
Q4 2024
Added 23851.52%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
45,225
shares
|
$1.14 Million
0.26% of portfolio
|
Q3 2025
Reduced 15.83%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
44,714
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.79%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
44,177
shares
|
$1.11 Million
4.81% of portfolio
|
Q3 2025
Reduced 41.78%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
43,754
shares
|
$1.1 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
43,688
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Added 228.7%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
41,904
shares
|
$1.06 Million
0.1% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
40,721
shares
|
$1.03 Million
0.61% of portfolio
|
Q3 2025
Reduced 15.77%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
40,453
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.42%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 27, 2025 Q3 2025 |
38,544
shares
|
$971,308
0.52% of portfolio
|
Q3 2025
Reduced 29.62%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
38,245
shares
|
$963,774
0.01% of portfolio
|
Q3 2025
Added 18.55%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
38,142
shares
|
$961,178
0.14% of portfolio
|
Q3 2025
Added 14.94%
|
|