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 303 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $2.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
44,162
shares
|
$1.1 Million
0.44% of portfolio
|
Q2 2025
Added 26.25%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
44,122
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.21%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
43,830
shares
|
$1.1 Million
0.52% of portfolio
|
Q2 2025
Reduced 62.85%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
41,119
shares
|
$1.03 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
35,276
shares
|
$881,547
0.27% of portfolio
|
Q2 2025
Reduced 45.64%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
34,727
shares
|
$867,827
0.05% of portfolio
|
Q2 2025
Reduced 74.94%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
34,530
shares
|
$862,904
0.03% of portfolio
|
Q2 2025
Added 202.52%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
33,589
shares
|
$839,389
0.16% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
33,399
shares
|
$834,641
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
33,184
shares
|
$829,268
0.15% of portfolio
|
Q2 2025
Added 16.73%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
31,269
shares
|
$781,412
0.03% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
30,926
shares
|
$772,840
0.29% of portfolio
|
Q2 2025
Reduced 97.62%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
30,819
shares
|
$770,166
0.04% of portfolio
|
Q2 2025
Reduced 27.29%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
29,818
shares
|
$745,151
0.09% of portfolio
|
Q2 2025
Added 147.39%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Aug 07, 2025 Q2 2025 |
29,644
shares
|
$740,803
0.35% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
28,574
shares
|
$714,064
0.4% of portfolio
|
Q2 2025
Reduced 39.5%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
28,313
shares
|
$707,541
0.18% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
27,319
shares
|
$682,701
0.01% of portfolio
|
Q2 2025
Added 45.09%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
27,247
shares
|
$680,902
0.02% of portfolio
|
Q4 2024
Added 56.93%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
26,352
shares
|
$658,536
0.53% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
25,987
shares
|
$649,415
0.02% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
25,325
shares
|
$632,871
0.05% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
24,862
shares
|
$621,301
0.28% of portfolio
|
Q4 2024
Added 36.51%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
24,540
shares
|
$613,254
0.27% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
23,110
shares
|
$577,518
0.16% of portfolio
|
Q2 2025
Reduced 3.49%
|