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 302 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 $2.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
23,523
shares
|
$595,837
0.08% of portfolio
|
Q3 2025
Added 24.41%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
23,110
shares
|
$585,376
0.16% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
22,800
shares
|
$577,524
0.01% of portfolio
|
Q3 2025
Added 15.46%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
22,233
shares
|
$563,161
0.12% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
21,808
shares
|
$552,396
0.01% of portfolio
|
Q2 2025
Reduced 93.34%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
21,207
shares
|
$537,173
0.6% of portfolio
|
Q3 2025
Reduced 25.78%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
20,988
shares
|
$531,626
0.4% of portfolio
|
Q2 2025
Reduced 10.46%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
20,654
shares
|
$523,165
0.04% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
20,416
shares
|
$517,137
0.18% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
20,250
shares
|
$512,932
0.1% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
19,325
shares
|
$489,502
0.02% of portfolio
|
Q2 2025
Reduced 52.2%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,529
shares
|
$469,339
0.0% of portfolio
|
Q2 2025
Added 88.3%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Oct 23, 2025 Q3 2025 |
18,472
shares
|
$467,895
0.25% of portfolio
|
Q3 2025
Added 49.37%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
17,649
shares
|
$447,049
0.01% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
17,640
shares
|
$446,821
0.1% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
17,611
shares
|
$446,086
0.01% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
17,605
shares
|
$445,934
0.05% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Q3 Asset Management
|
Sep 03, 2025 Q2 2025 |
17,486
shares
|
$442,920
0.15% of portfolio
|
Q2 2025
Reduced 19.42%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
17,343
shares
|
$439,298
0.07% of portfolio
|
Q3 2025
Reduced 21.37%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
17,332
shares
|
$439,019
0.0% of portfolio
|
Q2 2025
Reduced 29.96%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
17,033
shares
|
$431,445
0.04% of portfolio
|
Q1 2023
Added 13.47%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
16,869
shares
|
$427,291
0.16% of portfolio
|
Q2 2025
Reduced 98.67%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
16,733
shares
|
$423,846
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
16,662
shares
|
$422,048
0.12% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
16,349
shares
|
$414,120
0.02% of portfolio
|
Q3 2025
Reduced 0.93%
|