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 310 institutions that hold shares in the stock, with a total of 117 Million shares, which have been reported (via 13F filing form) to have a value of $2.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
18,051
shares
|
$448,025
0.01% of portfolio
|
Q2 2022
Added 11.07%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
17,640
shares
|
$437,824
0.11% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
17,605
shares
|
$436,956
0.06% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
17,332
shares
|
$430,180
0.0% of portfolio
|
Q2 2025
Reduced 29.96%
|
|
|
Chiron Capital Management, LLC
|
May 15, 2025 Q1 2025 |
17,162
shares
|
$425,960
0.39% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
17,159
shares
|
$425,886
0.04% of portfolio
|
Q2 2025
Reduced 94.7%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
17,033
shares
|
$422,759
0.04% of portfolio
|
Q1 2023
Added 13.47%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
17,016
shares
|
$422,337
0.12% of portfolio
|
Q1 2025
Reduced 17.7%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
16,840
shares
|
$417,968
0.37% of portfolio
|
Q1 2025
Reduced 18.26%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
16,773
shares
|
$416,305
0.19% of portfolio
|
Q2 2025
Reduced 14.18%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
16,733
shares
|
$415,313
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
16,350
shares
|
$405,807
0.02% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
16,048
shares
|
$398,311
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
15,998
shares
|
$397,070
0.02% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
15,775
shares
|
$391,535
0.1% of portfolio
|
Q3 2024
Added 8.41%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
15,530
shares
|
$385,454
0.0% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
15,468
shares
|
$383,915
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
15,430
shares
|
$382,972
0.33% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 17, 2025 Q1 2025 |
14,697
shares
|
$364,779
0.27% of portfolio
|
Q1 2025
Reduced 80.18%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
14,401
shares
|
$357,432
0.02% of portfolio
|
Q1 2025
Added 53.19%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
14,366
shares
|
$356,564
0.0% of portfolio
|
Q1 2025
Reduced 83.5%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
13,900
shares
|
$344,998
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
13,765
shares
|
$341,647
0.1% of portfolio
|
Q2 2025
Reduced 13.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,657
shares
|
$338,966
0.0% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
13,455
shares
|
$333,953
0.05% of portfolio
|
Q4 2024
New holding
|