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 311 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 $2.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
8,932
shares
|
$222,228
0.09% of portfolio
|
Q2 2025
Reduced 14.05%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
8,912
shares
|
$221,730
0.05% of portfolio
|
Q1 2025
Reduced 15.4%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
8,751
shares
|
$217,724
0.02% of portfolio
|
Q1 2025
Added 131.51%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
8,261
shares
|
$205,533
0.0% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
8,259
shares
|
$205,483
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
8,153
shares
|
$202,846
0.09% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
5,925
shares
|
$147,414
0.0% of portfolio
|
Q1 2025
Reduced 83.39%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
5,068
shares
|
$126,091
0.0% of portfolio
|
Q1 2025
Added 76.96%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
4,889
shares
|
$121,638
0.02% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
4,080
shares
|
$101,510
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
3,396
shares
|
$84,492
0.02% of portfolio
|
Q2 2025
Reduced 98.94%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
3,061
shares
|
$76,157
0.01% of portfolio
|
Q1 2025
Reduced 34.38%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,034
shares
|
$75,485
0.0% of portfolio
|
Q1 2025
Added 10.17%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
2,460
shares
|
$61,204
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,816
shares
|
$45,182
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,647
shares
|
$40,977
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
1,114
shares
|
$27,716
0.01% of portfolio
|
Q4 2024
Reduced 23.38%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
931
shares
|
$23,163
0.0% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
856
shares
|
$21,297
0.0% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
596
shares
|
$14,828
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
527
shares
|
$13,111
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
461
shares
|
$11,469
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
460
shares
|
$11,444
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
363
shares
|
$9,031
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
311
shares
|
$7,737
0.0% of portfolio
|
Q4 2024
Added 217.35%
|