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 256 institutions that hold shares in the stock, with a total of 89.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Private Portfolio Partners LLC
|
Aug 14, 2024 Q2 2024 |
48,841
shares
|
$1.2 Million
0.98% of portfolio
|
Q2 2024
Added 4.21%
|
|
|
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%
|
|
|
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%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2024 Q2 2024 |
42,657
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2024
Added 33.05%
|
|
|
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
|
$994,159
0.05% of portfolio
|
Q3 2024
Added 44.52%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
39,049
shares
|
$962,557
0.04% of portfolio
|
Q3 2024
Added 60.21%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
38,432
shares
|
$947,348
0.9% of portfolio
|
Q3 2024
Reduced 31.94%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
37,049
shares
|
$913,257
0.53% of portfolio
|
Q3 2024
Reduced 54.54%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
31,916
shares
|
$786,729
0.07% of portfolio
|
Q3 2024
Reduced 24.59%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Aug 05, 2024 Q2 2024 |
31,606
shares
|
$779,087
0.68% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
30,915
shares
|
$762,054
0.11% of portfolio
|
Q3 2024
Added 6083.0%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
30,338
shares
|
$747,831
0.01% of portfolio
|
Q2 2024
Added 214.87%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
29,897
shares
|
$736,961
0.3% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
29,730
shares
|
$732,844
0.13% of portfolio
|
Q2 2024
Reduced 26.24%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Jul 29, 2024 Q2 2024 |
29,181
shares
|
$719,311
0.44% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Q3 Asset Management
|
Jul 30, 2024 Q2 2024 |
29,097
shares
|
$717,241
0.17% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
28,820
shares
|
$710,413
0.12% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
27,313
shares
|
$673,265
0.03% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
26,732
shares
|
$658,943
0.04% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
26,500
shares
|
$653,225
0.18% of portfolio
|
Q3 2024
Reduced 33.56%
|