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 311 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 $2.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
84,678
shares
|
$2.11 Million
0.04% of portfolio
|
Q1 2025
Added 37.36%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
82,802
shares
|
$2.06 Million
1.92% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
79,481
shares
|
$1.98 Million
0.07% of portfolio
|
Q1 2025
Reduced 17.09%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
78,790
shares
|
$1.96 Million
0.41% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
77,331
shares
|
$1.92 Million
0.02% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
75,982
shares
|
$1.89 Million
0.79% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
73,929
shares
|
$1.84 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
70,939
shares
|
$1.76 Million
0.01% of portfolio
|
Q1 2025
Added 19.5%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
67,214
shares
|
$1.67 Million
1.21% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
66,420
shares
|
$1.65 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
65,879
shares
|
$1.64 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
64,891
shares
|
$1.61 Million
0.56% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
63,173
shares
|
$1.57 Million
0.05% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
62,572
shares
|
$1.56 Million
0.82% of portfolio
|
Q1 2024
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
62,438
shares
|
$1.55 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
59,288
shares
|
$1.48 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
57,981
shares
|
$1.44 Million
0.12% of portfolio
|
Q4 2022
Added 32.36%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
56,722
shares
|
$1.41 Million
1.4% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
55,681
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
53,731
shares
|
$1.34 Million
0.35% of portfolio
|
Q2 2025
Reduced 92.75%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
52,650
shares
|
$1.31 Million
0.04% of portfolio
|
Q1 2025
Added 61.12%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
52,035
shares
|
$1.29 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
51,887
shares
|
$1.29 Million
0.11% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
51,503
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 90.86%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
51,038
shares
|
$1.27 Million
0.29% of portfolio
|
Q1 2025
Reduced 25.51%
|