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 |
|---|---|---|---|---|---|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
22,134
shares
|
$553,128
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
22,056
shares
|
$551,179
0.09% of portfolio
|
Q2 2025
Reduced 39.56%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
21,808
shares
|
$544,981
0.01% of portfolio
|
Q2 2025
Reduced 93.34%
|
|
|
Q3 Asset Management
|
May 01, 2025 Q1 2025 |
21,700
shares
|
$542,283
0.37% of portfolio
|
Q1 2025
Reduced 24.18%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
20,988
shares
|
$524,490
0.4% of portfolio
|
Q2 2025
Reduced 10.46%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
20,654
shares
|
$516,143
0.04% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
20,416
shares
|
$510,195
0.18% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
20,250
shares
|
$506,047
0.1% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
19,747
shares
|
$493,477
0.01% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
19,325
shares
|
$482,931
0.02% of portfolio
|
Q2 2025
Reduced 52.2%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
18,907
shares
|
$472,485
0.06% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,529
shares
|
$463,039
0.0% of portfolio
|
Q2 2025
Added 88.3%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
18,130
shares
|
$453,068
0.26% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
17,640
shares
|
$440,823
0.11% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
17,611
shares
|
$440,098
0.01% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
17,605
shares
|
$439,948
0.06% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
17,332
shares
|
$433,126
0.0% of portfolio
|
Q2 2025
Reduced 29.96%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
17,273
shares
|
$431,652
0.07% of portfolio
|
Q2 2025
Reduced 97.55%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
17,159
shares
|
$428,803
0.04% of portfolio
|
Q2 2025
Reduced 94.7%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
17,033
shares
|
$425,654
0.04% of portfolio
|
Q1 2023
Added 13.47%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
16,869
shares
|
$421,556
0.16% of portfolio
|
Q2 2025
Reduced 98.67%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
16,797
shares
|
$419,757
0.01% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
16,773
shares
|
$419,157
0.19% of portfolio
|
Q2 2025
Reduced 14.18%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
16,733
shares
|
$418,157
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
16,662
shares
|
$416,383
0.12% of portfolio
|
Q2 2025
Added 7.72%
|