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 Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
154,710
shares
|
$3.84 Million
0.05% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
153,622
shares
|
$3.81 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
151,150
shares
|
$3.75 Million
2.67% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
142,384
shares
|
$3.53 Million
0.13% of portfolio
|
Q1 2025
Reduced 11.71%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
138,809
shares
|
$3.45 Million
0.01% of portfolio
|
Q1 2025
Reduced 47.07%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
138,585
shares
|
$3.44 Million
0.2% of portfolio
|
Q1 2025
Added 122.51%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
127,726
shares
|
$3.17 Million
2.6% of portfolio
|
Q1 2025
Reduced 15.5%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
125,489
shares
|
$3.11 Million
0.6% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Apr 29, 2025 Q1 2025 |
125,129
shares
|
$3.11 Million
2.81% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
123,432
shares
|
$3.06 Million
0.2% of portfolio
|
Q1 2025
Reduced 33.07%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
121,604
shares
|
$3.02 Million
0.45% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
116,100
shares
|
$2.88 Million
1.66% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
111,560
shares
|
$2.77 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
109,925
shares
|
$2.73 Million
0.02% of portfolio
|
Q1 2025
Added 25.69%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
105,405
shares
|
$2.62 Million
0.94% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
104,676
shares
|
$2.6 Million
1.68% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
103,965
shares
|
$2.58 Million
0.14% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
103,324
shares
|
$2.56 Million
0.01% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
101,843
shares
|
$2.53 Million
0.07% of portfolio
|
Q1 2024
Added 4.3%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
100,567
shares
|
$2.5 Million
0.19% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
97,567
shares
|
$2.42 Million
1.92% of portfolio
|
Q1 2025
Reduced 23.77%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
95,453
shares
|
$2.37 Million
0.35% of portfolio
|
Q1 2025
Reduced 16.49%
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
90,199
shares
|
$2.24 Million
3.1% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
90,072
shares
|
$2.24 Million
0.13% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
89,802
shares
|
$2.23 Million
0.22% of portfolio
|
Q4 2023
Added 36.32%
|