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 115 Million shares, which have been reported (via 13F filing form) to have a value of $2.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
82,061
shares
|
$2.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 77.34%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 30, 2025 Q4 2024 |
81,723
shares
|
$2.03 Million
3.51% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
78,790
shares
|
$1.95 Million
0.41% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
75,622
shares
|
$1.88 Million
0.0% of portfolio
|
Q4 2024
Added 44.55%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
74,475
shares
|
$1.85 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
74,163
shares
|
$1.84 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
73,676
shares
|
$1.83 Million
0.24% of portfolio
|
Q4 2024
Added 138.32%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
73,588
shares
|
$1.82 Million
0.02% of portfolio
|
Q4 2024
Added 164.03%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
68,517
shares
|
$1.7 Million
0.38% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
67,605
shares
|
$1.68 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
64,954
shares
|
$1.61 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
62,572
shares
|
$1.55 Million
0.82% of portfolio
|
Q1 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
62,282
shares
|
$1.54 Million
0.08% of portfolio
|
Q4 2024
Added 54.43%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
62,001
shares
|
$1.54 Million
0.51% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
61,649
shares
|
$1.53 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
59,372
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
59,361
shares
|
$1.47 Million
0.01% of portfolio
|
Q4 2024
Added 98.74%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
59,288
shares
|
$1.47 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
58,481
shares
|
$1.45 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.1%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
58,306
shares
|
$1.45 Million
1.42% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
57,981
shares
|
$1.44 Million
0.12% of portfolio
|
Q4 2022
Added 32.36%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
56,373
shares
|
$1.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.11%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
55,801
shares
|
$1.38 Million
1.51% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
53,916
shares
|
$1.34 Million
0.04% of portfolio
|
Q4 2024
Added 27.59%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
51,454
shares
|
$1.28 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.28%
|