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 309 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 $2.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
236,886
shares
|
$5.87 Million
2.14% of portfolio
|
Q2 2025
Added 18.68%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
236,711
shares
|
$5.87 Million
1.3% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
233,140
shares
|
$5.78 Million
0.04% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
228,815
shares
|
$5.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
225,340
shares
|
$5.59 Million
0.02% of portfolio
|
Q1 2025
Added 15.64%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
223,951
shares
|
$5.55 Million
0.02% of portfolio
|
Q1 2025
Added 774.77%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
219,668
shares
|
$5.45 Million
2.46% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
219,590
shares
|
$5.45 Million
2.68% of portfolio
|
Q1 2025
Added 55.67%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
219,131
shares
|
$5.43 Million
0.61% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
May 08, 2025 Q1 2025 |
212,161
shares
|
$5.26 Million
4.95% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
211,339
shares
|
$5.24 Million
1.82% of portfolio
|
Q4 2024
Reduced 27.09%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
210,426
shares
|
$5.22 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
206,977
shares
|
$5.13 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
203,096
shares
|
$5.04 Million
0.39% of portfolio
|
Q1 2025
Added 12.4%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
198,225
shares
|
$4.92 Million
1.23% of portfolio
|
Q2 2024
Added 34.33%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
189,841
shares
|
$4.71 Million
0.64% of portfolio
|
Q2 2025
Reduced 35.66%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
188,108
shares
|
$4.67 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
181,332
shares
|
$4.5 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
180,000
shares
|
$4.46 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
172,200
shares
|
$4.27 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
172,086
shares
|
$4.27 Million
0.6% of portfolio
|
Q1 2025
Added 133.57%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
170,179
shares
|
$4.22 Million
0.27% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
166,175
shares
|
$4.12 Million
0.22% of portfolio
|
Q2 2025
Reduced 49.03%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
164,917
shares
|
$4.09 Million
3.36% of portfolio
|
Q1 2025
Added 9.49%
|