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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
810,689
shares
|
$20.1 Million
0.25% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
805,495
shares
|
$20 Million
6.64% of portfolio
|
Q2 2025
Reduced 63.66%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
743,574
shares
|
$18.5 Million
0.64% of portfolio
|
Q2 2025
Reduced 15.92%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
736,087
shares
|
$18.3 Million
1.24% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
733,481
shares
|
$18.2 Million
0.86% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
731,742
shares
|
$18.2 Million
1.07% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
714,275
shares
|
$17.7 Million
3.62% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
705,196
shares
|
$17.5 Million
3.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
702,985
shares
|
$17.4 Million
0.3% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
699,400
shares
|
$17.4 Million
3.81% of portfolio
|
Q1 2025
Added 26.55%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
664,635
shares
|
$16.5 Million
1.59% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
656,393
shares
|
$16.3 Million
6.61% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
602,415
shares
|
$15 Million
1.43% of portfolio
|
Q4 2022
Added 43.49%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
596,382
shares
|
$14.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.89%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
581,122
shares
|
$14.4 Million
0.02% of portfolio
|
Q1 2025
Added 26.42%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
579,589
shares
|
$14.4 Million
0.92% of portfolio
|
Q1 2025
Added 45.4%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
573,927
shares
|
$14.2 Million
4.1% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
530,212
shares
|
$13.2 Million
2.73% of portfolio
|
Q2 2024
Reduced 5.96%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
529,690
shares
|
$13.1 Million
1.52% of portfolio
|
Q1 2025
Added 26.39%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
522,238
shares
|
$13 Million
0.07% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
510,400
shares
|
$12.7 Million
0.02% of portfolio
|
Q1 2025
Added 521.98%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
503,744
shares
|
$12.5 Million
0.3% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
493,489
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 37.75%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
489,802
shares
|
$12.2 Million
2.51% of portfolio
|
Q1 2025
Added 15.63%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
480,500
shares
|
$11.9 Million
0.02% of portfolio
|
Q1 2025
Added 1.03%
|