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 |
|---|---|---|---|---|---|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
13,334
shares
|
$330,949
0.08% of portfolio
|
Q4 2023
Added 10.3%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
13,198
shares
|
$327,574
0.3% of portfolio
|
Q2 2025
Reduced 14.13%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
13,161
shares
|
$326,656
0.0% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
13,017
shares
|
$323,081
0.08% of portfolio
|
Q1 2025
Reduced 61.31%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
12,947
shares
|
$321,344
0.21% of portfolio
|
Q1 2023
Reduced 23.62%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
12,731
shares
|
$315,983
0.14% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
12,684
shares
|
$314,816
0.01% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
12,407
shares
|
$307,941
0.01% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
12,089
shares
|
$300,048
0.11% of portfolio
|
Q3 2024
Added 16.24%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
12,067
shares
|
$299,502
0.2% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,564
shares
|
$287,018
0.02% of portfolio
|
Q1 2025
Reduced 17.11%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
11,414
shares
|
$283,295
0.01% of portfolio
|
Q1 2025
Reduced 22.45%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
11,386
shares
|
$282,600
0.17% of portfolio
|
Q4 2024
Reduced 14.46%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
11,386
shares
|
$282,600
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
11,105
shares
|
$275,626
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
11,011
shares
|
$273,293
0.03% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
10,586
shares
|
$262,744
0.16% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
10,357
shares
|
$257,060
0.17% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
10,148
shares
|
$251,873
0.01% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
10,074
shares
|
$250,036
0.04% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,000
shares
|
$248,200
0.01% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,840
shares
|
$244,228
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
9,273
shares
|
$230,155
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
9,089
shares
|
$225,588
0.08% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,940
shares
|
$221,890
0.01% of portfolio
|
Q4 2020
Reduced 93.31%
|