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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
327,492
shares
|
$8.12 Million
0.11% of portfolio
|
Q1 2025
Added 565.8%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
319,333
shares
|
$7.92 Million
1.01% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
316,432
shares
|
$7.85 Million
2.73% of portfolio
|
Q1 2025
Added 897.67%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
308,674
shares
|
$7.66 Million
0.68% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
305,272
shares
|
$7.57 Million
0.08% of portfolio
|
Q1 2025
Reduced 83.57%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
298,387
shares
|
$7.4 Million
0.34% of portfolio
|
Q1 2025
Added 36.12%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
292,453
shares
|
$7.25 Million
0.0% of portfolio
|
Q1 2025
Added 2751.53%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
290,312
shares
|
$7.2 Million
0.63% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
289,129
shares
|
$7.17 Million
0.08% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
287,618
shares
|
$7.13 Million
0.94% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
284,223
shares
|
$7.05 Million
1.36% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
283,012
shares
|
$7.02 Million
0.01% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
279,301
shares
|
$6.93 Million
0.06% of portfolio
|
Q1 2025
Reduced 28.99%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
273,102
shares
|
$6.77 Million
1.12% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
270,892
shares
|
$6.72 Million
0.39% of portfolio
|
Q1 2025
Added 13.75%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
270,430
shares
|
$6.71 Million
0.21% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
268,787
shares
|
$6.67 Million
0.01% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
262,139
shares
|
$6.5 Million
0.23% of portfolio
|
Q1 2025
Reduced 60.8%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
261,809
shares
|
$6.49 Million
0.18% of portfolio
|
Q4 2023
Added 2.2%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
255,614
shares
|
$6.34 Million
2.3% of portfolio
|
Q1 2025
Added 13.6%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
251,356
shares
|
$6.23 Million
0.21% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
248,414
shares
|
$6.16 Million
1.79% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
245,258
shares
|
$6.08 Million
0.25% of portfolio
|
Q3 2022
Added 781.49%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
238,135
shares
|
$5.91 Million
6.23% of portfolio
|
Q1 2025
Added 55.55%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
237,029
shares
|
$5.88 Million
4.56% of portfolio
|
Q1 2024
Added 0.9%
|