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 308 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $2.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
26,985
shares
|
$670,847
0.0% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
26,979
shares
|
$670,697
0.19% of portfolio
|
Q3 2024
Reduced 48.78%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
26,881
shares
|
$668,261
0.17% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
26,535
shares
|
$659,660
0.63% of portfolio
|
Q4 2024
Reduced 30.96%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
25,616
shares
|
$636,813
0.1% of portfolio
|
Q4 2024
Added 160.67%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
25,601
shares
|
$636,440
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
25,002
shares
|
$621,549
0.16% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
24,933
shares
|
$619,834
0.02% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
24,862
shares
|
$618,069
0.32% of portfolio
|
Q4 2024
Added 36.51%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
24,646
shares
|
$612,699
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
24,318
shares
|
$604,545
0.08% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
24,271
shares
|
$603,377
2.49% of portfolio
|
Q4 2024
Reduced 10.03%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
22,868
shares
|
$568,498
0.27% of portfolio
|
Q4 2024
Added 48.36%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
21,173
shares
|
$526,360
0.11% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
20,676
shares
|
$514,005
0.15% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
20,665
shares
|
$513,731
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
20,603
shares
|
$512,190
0.41% of portfolio
|
Q4 2024
Added 26.16%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
18,760
shares
|
$466,373
0.01% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
18,708
shares
|
$465,080
0.24% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
18,335
shares
|
$455,808
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
18,051
shares
|
$448,747
0.01% of portfolio
|
Q2 2022
Added 11.07%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
18,040
shares
|
$448,474
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
17,542
shares
|
$436,094
0.05% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
17,154
shares
|
$426,448
0.21% of portfolio
|
Q4 2024
Reduced 27.35%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
17,129
shares
|
$425,826
0.19% of portfolio
|
Q4 2024
New holding
|