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 306 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $2.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
50,179
shares
|
$1.24 Million
0.02% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
49,919
shares
|
$1.23 Million
0.23% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
49,231
shares
|
$1.21 Million
0.54% of portfolio
|
Q4 2024
Reduced 12.05%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
49,188
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
48,675
shares
|
$1.2 Million
0.7% of portfolio
|
Q4 2024
Added 31.38%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
48,125
shares
|
$1.18 Million
0.1% of portfolio
|
Q1 2025
Added 94262.75%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
47,424
shares
|
$1.17 Million
0.87% of portfolio
|
Q4 2024
Added 23851.52%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
45,904
shares
|
$1.13 Million
0.91% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
44,422
shares
|
$1.09 Million
0.17% of portfolio
|
Q1 2025
Added 73.42%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
41,743
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
40,929
shares
|
$1.01 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
36,490
shares
|
$898,383
0.17% of portfolio
|
Q1 2025
Reduced 64.61%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
35,672
shares
|
$878,244
0.01% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
34,872
shares
|
$858,548
0.19% of portfolio
|
Q1 2025
Reduced 28.93%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
33,644
shares
|
$828,315
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
33,020
shares
|
$812,952
0.07% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
32,678
shares
|
$804,532
0.03% of portfolio
|
Q4 2024
Added 19.64%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
32,092
shares
|
$790,105
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Feb 13, 2025 Q4 2024 |
31,717
shares
|
$780,872
1.45% of portfolio
|
Q4 2024
Reduced 89.26%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
31,704
shares
|
$780,552
0.03% of portfolio
|
Q4 2024
Added 18.37%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
28,929
shares
|
$712,231
0.38% of portfolio
|
Q4 2024
Added 19.43%
|
|
|
Q3 Asset Management
|
Jan 24, 2025 Q4 2024 |
28,622
shares
|
$704,673
0.44% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
27,247
shares
|
$670,821
0.02% of portfolio
|
Q4 2024
Added 56.93%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
27,232
shares
|
$670,451
0.08% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
26,985
shares
|
$664,370
0.0% of portfolio
|
Q4 2024
Reduced 4.93%
|