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 314 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $3.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
28,961
shares
|
$718,232
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
28,833
shares
|
$715,058
0.34% of portfolio
|
Q1 2025
Added 39.53%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
28,638
shares
|
$710,222
0.22% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
28,429
shares
|
$705,039
0.15% of portfolio
|
Q1 2025
Added 74.06%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
27,951
shares
|
$693,184
0.37% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
27,785
shares
|
$689,068
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
27,247
shares
|
$675,725
0.02% of portfolio
|
Q4 2024
Added 56.93%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
26,391
shares
|
$654,496
0.05% of portfolio
|
Q1 2025
Added 78.34%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
26,348
shares
|
$653,430
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
24,933
shares
|
$618,338
0.02% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
24,862
shares
|
$616,577
0.31% of portfolio
|
Q4 2024
Added 36.51%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
24,747
shares
|
$613,725
0.0% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
24,304
shares
|
$602,739
0.06% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
23,945
shares
|
$593,836
0.16% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
23,700
shares
|
$587,760
0.29% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
23,440
shares
|
$581,312
0.48% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
22,795
shares
|
$565,316
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
22,567
shares
|
$559,661
0.31% of portfolio
|
Q1 2025
Reduced 44.86%
|
|
|
Q3 Asset Management
|
May 01, 2025 Q1 2025 |
21,700
shares
|
$538,160
0.37% of portfolio
|
Q1 2025
Reduced 24.18%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
20,648
shares
|
$512,070
0.12% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
20,048
shares
|
$497,190
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
19,971
shares
|
$495,280
0.07% of portfolio
|
Q1 2025
Reduced 17.88%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
19,757
shares
|
$489,973
0.19% of portfolio
|
Q1 2025
Added 49.63%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
19,544
shares
|
$484,691
0.22% of portfolio
|
Q1 2025
Added 14.1%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
19,254
shares
|
$477,499
0.01% of portfolio
|
Q1 2025
Added 16.39%
|