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 |
|---|---|---|---|---|---|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
60,787
shares
|
$1.5 Million
1.47% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
59,288
shares
|
$1.46 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
58,897
shares
|
$1.45 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
57,981
shares
|
$1.43 Million
0.12% of portfolio
|
Q4 2022
Added 32.36%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
57,060
shares
|
$1.41 Million
1.1% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
55,977
shares
|
$1.38 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
52,657
shares
|
$1.3 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
52,315
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Added 22.64%
|
|
|
Columbia Advisory Partners LLC
|
Oct 18, 2024 Q3 2024 |
50,010
shares
|
$1.23 Million
1.24% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
48,982
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2024
Added 101.42%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
48,930
shares
|
$1.21 Million
1.0% of portfolio
|
Q3 2024
Reduced 89.76%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
48,570
shares
|
$1.2 Million
0.1% of portfolio
|
Q3 2024
Added 22.16%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
48,126
shares
|
$1.19 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
47,416
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
46,659
shares
|
$1.15 Million
0.13% of portfolio
|
Q3 2024
Added 431.24%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
42,256
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
40,895
shares
|
$1.01 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
40,331
shares
|
$993,755
0.05% of portfolio
|
Q3 2024
Added 44.52%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
39,049
shares
|
$962,167
0.04% of portfolio
|
Q3 2024
Added 60.21%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
38,432
shares
|
$946,964
0.9% of portfolio
|
Q3 2024
Reduced 31.94%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
38,148
shares
|
$939,966
0.01% of portfolio
|
Q3 2024
Added 122.78%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
37,049
shares
|
$912,887
0.53% of portfolio
|
Q3 2024
Reduced 54.54%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
34,050
shares
|
$838,992
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
32,453
shares
|
$799,641
0.01% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
31,916
shares
|
$786,410
0.07% of portfolio
|
Q3 2024
Reduced 24.59%
|