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 $2.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
50,947
shares
|
$1.26 Million
1.15% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
49,919
shares
|
$1.24 Million
0.23% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
49,557
shares
|
$1.23 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
47,732
shares
|
$1.18 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
47,424
shares
|
$1.18 Million
0.87% of portfolio
|
Q4 2024
Added 23851.52%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
47,229
shares
|
$1.17 Million
0.5% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
46,038
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
44,181
shares
|
$1.1 Million
0.52% of portfolio
|
Q1 2025
Added 140.97%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
43,830
shares
|
$1.09 Million
0.52% of portfolio
|
Q2 2025
Reduced 62.85%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
42,385
shares
|
$1.05 Million
0.07% of portfolio
|
Q1 2025
Added 267.29%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
41,184
shares
|
$1.02 Million
0.74% of portfolio
|
Q1 2025
Reduced 10.28%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
41,119
shares
|
$1.02 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
40,694
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
40,426
shares
|
$1 Million
0.04% of portfolio
|
Q1 2025
Added 327.74%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
34,981
shares
|
$867,528
0.39% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
34,872
shares
|
$864,825
0.19% of portfolio
|
Q1 2025
Reduced 28.93%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
34,450
shares
|
$854,360
0.2% of portfolio
|
Q1 2025
Reduced 61.91%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
32,435
shares
|
$804,388
0.03% of portfolio
|
Q1 2025
Added 3153.26%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
30,926
shares
|
$766,964
0.29% of portfolio
|
Q2 2025
Reduced 97.62%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
29,818
shares
|
$739,486
0.09% of portfolio
|
Q2 2025
Added 147.39%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
28,961
shares
|
$718,232
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
28,833
shares
|
$715,058
0.34% of portfolio
|
Q1 2025
Added 39.53%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
28,638
shares
|
$710,222
0.22% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
28,429
shares
|
$705,039
0.15% of portfolio
|
Q1 2025
Added 74.06%
|