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 |
|---|---|---|---|---|---|
|
Harvest Investment Services, LLC
|
Aug 13, 2024 Q2 2024 |
26,349
shares
|
$649,502
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
26,006
shares
|
$641,047
0.39% of portfolio
|
Q3 2024
Added 20.1%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
25,107
shares
|
$618,887
0.02% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
23,727
shares
|
$584,870
0.0% of portfolio
|
Q2 2024
Added 12.38%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
23,613
shares
|
$582,060
0.29% of portfolio
|
Q3 2024
Reduced 26.22%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
23,523
shares
|
$579,841
0.08% of portfolio
|
Q3 2024
Added 10.98%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
23,228
shares
|
$572,570
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
22,345
shares
|
$550,804
0.14% of portfolio
|
Q3 2024
Reduced 10.6%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
22,168
shares
|
$546,441
0.05% of portfolio
|
Q3 2024
Reduced 92.88%
|
|
|
Cfo4 Life Group, LLC
|
Jul 31, 2024 Q2 2024 |
21,421
shares
|
$528,027
0.1% of portfolio
|
Q2 2024
Reduced 37.15%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
21,189
shares
|
$522,308
0.07% of portfolio
|
Q2 2024
Added 126.55%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
20,272
shares
|
$499,704
0.15% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
19,263
shares
|
$474,832
0.06% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
18,283
shares
|
$450,675
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Aug 12, 2024 Q2 2024 |
18,257
shares
|
$450,035
0.12% of portfolio
|
Q2 2024
Added 9.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
18,245
shares
|
$449,739
0.01% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
18,212
shares
|
$448,925
0.25% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
18,051
shares
|
$444,957
0.01% of portfolio
|
Q2 2022
Added 11.07%
|
|
|
Epiq Partners, LLC
|
Oct 15, 2024 Q3 2024 |
17,623
shares
|
$434,406
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
17,468
shares
|
$430,586
0.35% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
17,247
shares
|
$425,138
0.03% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
17,226
shares
|
$424,620
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
17,124
shares
|
$422,106
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
17,033
shares
|
$419,863
0.04% of portfolio
|
Q1 2023
Added 13.47%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
16,985
shares
|
$418,680
0.01% of portfolio
|
Q3 2024
Added 29.12%
|