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 292 institutions that hold shares in the stock, with a total of 100 Million shares, which have been reported (via 13F filing form) to have a value of $2.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
104,506
shares
|
$2.63 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
101,843
shares
|
$2.57 Million
0.07% of portfolio
|
Q1 2024
Added 4.3%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
100,168
shares
|
$2.52 Million
0.03% of portfolio
|
Q3 2025
Added 25.91%
|
|
|
Capital Cs Group, LLC
|
Nov 06, 2025 Q3 2025 |
97,702
shares
|
$2.46 Million
1.86% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
97,646
shares
|
$2.46 Million
0.06% of portfolio
|
Q2 2025
Reduced 36.88%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
97,603
shares
|
$2.46 Million
0.31% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
94,493
shares
|
$2.38 Million
0.94% of portfolio
|
Q3 2025
Added 55.81%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
90,985
shares
|
$2.29 Million
0.02% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
90,072
shares
|
$2.27 Million
0.13% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
89,802
shares
|
$2.26 Million
0.22% of portfolio
|
Q4 2023
Added 36.32%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
89,050
shares
|
$2.24 Million
0.16% of portfolio
|
Q3 2025
Added 85.4%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
89,024
shares
|
$2.24 Million
0.16% of portfolio
|
Q3 2025
Reduced 11.48%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
80,066
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 47.44%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
78,790
shares
|
$1.99 Million
0.41% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
78,531
shares
|
$1.98 Million
0.17% of portfolio
|
Q3 2025
Reduced 58.58%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
77,828
shares
|
$1.96 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
75,599
shares
|
$1.91 Million
1.31% of portfolio
|
Q3 2025
Reduced 72.69%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
71,910
shares
|
$1.81 Million
0.65% of portfolio
|
Q3 2025
Added 9.15%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
71,451
shares
|
$1.8 Million
1.48% of portfolio
|
Q3 2025
Added 31.86%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
69,510
shares
|
$1.75 Million
0.03% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
67,881
shares
|
$1.71 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
65,814
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
64,872
shares
|
$1.63 Million
0.34% of portfolio
|
Q3 2025
Added 30.9%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
64,627
shares
|
$1.63 Million
0.05% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 07, 2026 Q4 2025 |
64,513
shares
|
$1.63 Million
2.1% of portfolio
|
Q4 2025
Reduced 12.71%
|
|