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 281 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 $2.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
10,319,218
shares
|
$255 Million
0.12% of portfolio
|
Q3 2024
Added 27.21%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
7,870,776
shares
|
$194 Million
0.04% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
7,197,589
shares
|
$178 Million
0.01% of portfolio
|
Q3 2024
Added 17.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,854,417
shares
|
$95.2 Million
0.01% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,439,085
shares
|
$84.9 Million
2.75% of portfolio
|
Q3 2024
Added 19.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,290,173
shares
|
$81.3 Million
0.02% of portfolio
|
Q3 2024
Added 257.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
3,018,052
shares
|
$74.5 Million
0.02% of portfolio
|
Q3 2024
Added 29.14%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,676,880
shares
|
$66.1 Million
0.02% of portfolio
|
Q3 2024
Added 23.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,619,772
shares
|
$64.7 Million
0.02% of portfolio
|
Q3 2024
Added 167.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,060,519
shares
|
$50.9 Million
0.08% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
2,057,359
shares
|
$50.8 Million
17.17% of portfolio
|
Q4 2024
Added 20.18%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
1,982,316
shares
|
$49 Million
0.08% of portfolio
|
Q4 2024
Added 9.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,584,608
shares
|
$39.1 Million
0.09% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,519,337
shares
|
$37.5 Million
0.61% of portfolio
|
Q3 2024
Added 29.09%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
1,378,806
shares
|
$34.1 Million
0.81% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,351,008
shares
|
$33.4 Million
0.05% of portfolio
|
Q3 2024
Added 17.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,246,222
shares
|
$30.8 Million
0.0% of portfolio
|
Q3 2024
Added 132.98%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
1,174,422
shares
|
$29 Million
1.6% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,152,025
shares
|
$28.5 Million
11.23% of portfolio
|
Q3 2024
Added 31.83%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,144,004
shares
|
$28.3 Million
1.16% of portfolio
|
Q2 2024
Added 80.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,113,916
shares
|
$27.5 Million
0.02% of portfolio
|
Q3 2024
Added 84.62%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,054,948
shares
|
$26.1 Million
0.09% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,024,316
shares
|
$25.3 Million
0.06% of portfolio
|
Q3 2024
Added 8.4%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
941,719
shares
|
$23.3 Million
2.76% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
910,388
shares
|
$22.5 Million
0.97% of portfolio
|
Q4 2024
Added 8.19%
|