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 |
|---|---|---|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
101,843
shares
|
$2.51 Million
0.07% of portfolio
|
Q1 2024
Added 4.3%
|
|
|
Defined Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
101,260
shares
|
$2.49 Million
1.75% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
97,567
shares
|
$2.4 Million
1.92% of portfolio
|
Q1 2025
Reduced 23.77%
|
|
|
Capital Cs Group, LLC
|
Apr 09, 2025 Q1 2025 |
97,227
shares
|
$2.39 Million
2.39% of portfolio
|
Q1 2025
Added 12.3%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
95,453
shares
|
$2.35 Million
0.35% of portfolio
|
Q1 2025
Reduced 16.49%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
90,072
shares
|
$2.22 Million
0.13% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
89,802
shares
|
$2.21 Million
0.22% of portfolio
|
Q4 2023
Added 36.32%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
84,678
shares
|
$2.08 Million
0.04% of portfolio
|
Q1 2025
Added 37.36%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
82,802
shares
|
$2.04 Million
1.92% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
79,481
shares
|
$1.96 Million
0.07% of portfolio
|
Q1 2025
Reduced 17.09%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
78,790
shares
|
$1.94 Million
0.41% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
77,331
shares
|
$1.9 Million
0.02% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
75,982
shares
|
$1.87 Million
0.79% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
73,929
shares
|
$1.82 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
70,939
shares
|
$1.75 Million
0.01% of portfolio
|
Q1 2025
Added 19.5%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
67,214
shares
|
$1.65 Million
1.21% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
66,420
shares
|
$1.63 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
66,272
shares
|
$1.63 Million
0.69% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
64,891
shares
|
$1.6 Million
0.56% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
63,173
shares
|
$1.55 Million
0.05% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
62,572
shares
|
$1.54 Million
0.82% of portfolio
|
Q1 2024
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
62,438
shares
|
$1.54 Million
0.07% of portfolio
|
Q1 2025
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%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
57,981
shares
|
$1.43 Million
0.12% of portfolio
|
Q4 2022
Added 32.36%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
56,722
shares
|
$1.4 Million
1.4% of portfolio
|
Q1 2025
Added 1.65%
|