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 |
|---|---|---|---|---|---|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
27,785
shares
|
$689,623
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
27,247
shares
|
$676,270
0.02% of portfolio
|
Q4 2024
Added 56.93%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
26,348
shares
|
$653,957
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
25,325
shares
|
$628,566
0.05% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
24,933
shares
|
$618,837
0.02% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
24,862
shares
|
$617,074
0.31% of portfolio
|
Q4 2024
Added 36.51%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
24,304
shares
|
$603,225
0.06% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
23,700
shares
|
$588,234
0.29% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
23,440
shares
|
$581,780
0.48% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
23,110
shares
|
$573,590
0.16% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
22,795
shares
|
$565,771
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
22,567
shares
|
$560,112
0.31% of portfolio
|
Q1 2025
Reduced 44.86%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
22,134
shares
|
$549,365
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
22,056
shares
|
$547,429
0.09% of portfolio
|
Q2 2025
Reduced 39.56%
|
|
|
Q3 Asset Management
|
May 01, 2025 Q1 2025 |
21,700
shares
|
$538,594
0.37% of portfolio
|
Q1 2025
Reduced 24.18%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
20,648
shares
|
$512,483
0.12% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
20,048
shares
|
$497,591
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
19,757
shares
|
$490,368
0.19% of portfolio
|
Q1 2025
Added 49.63%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
19,254
shares
|
$477,884
0.01% of portfolio
|
Q1 2025
Added 16.39%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
19,009
shares
|
$471,803
0.04% of portfolio
|
Q1 2025
Reduced 42.43%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
18,907
shares
|
$469,271
0.06% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
18,829
shares
|
$467,335
0.01% of portfolio
|
Q1 2025
Added 13.87%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
18,760
shares
|
$465,623
0.01% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
18,739
shares
|
$465,101
0.12% of portfolio
|
Q1 2025
Reduced 14.8%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
18,130
shares
|
$449,986
0.26% of portfolio
|
Q2 2025
Added 2.8%
|