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 99.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
20,416
shares
|
$514,483
0.18% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
20,279
shares
|
$511,030
0.01% of portfolio
|
Q3 2025
Reduced 7.01%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
19,494
shares
|
$491,248
0.01% of portfolio
|
Q3 2025
Added 10.69%
|
|
|
Q3 Asset Management
|
Oct 27, 2025 Q3 2025 |
18,714
shares
|
$471,592
0.16% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Oct 23, 2025 Q3 2025 |
18,472
shares
|
$465,494
0.25% of portfolio
|
Q3 2025
Added 49.37%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
18,469
shares
|
$465,418
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
18,422
shares
|
$464,234
0.12% of portfolio
|
Q3 2025
Added 10.56%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
18,420
shares
|
$464,184
0.08% of portfolio
|
Q3 2025
Reduced 9.04%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
17,659
shares
|
$445,006
0.14% of portfolio
|
Q3 2025
Reduced 23.59%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
17,649
shares
|
$444,754
0.01% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
17,640
shares
|
$444,528
0.1% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
17,620
shares
|
$444,024
0.08% of portfolio
|
Q3 2025
Added 10.6%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
17,605
shares
|
$443,646
0.05% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
17,548
shares
|
$442,209
0.03% of portfolio
|
Q3 2025
Reduced 89.44%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
17,343
shares
|
$437,043
0.07% of portfolio
|
Q3 2025
Reduced 21.37%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
17,342
shares
|
$437,018
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
17,033
shares
|
$429,231
0.04% of portfolio
|
Q1 2023
Added 13.47%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
16,988
shares
|
$428,097
0.0% of portfolio
|
Q3 2025
Added 49.2%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
16,733
shares
|
$421,671
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2025 Q3 2025 |
16,470
shares
|
$415,044
0.29% of portfolio
|
Q3 2025
Reduced 21.53%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
16,349
shares
|
$411,994
0.02% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
15,775
shares
|
$397,530
0.1% of portfolio
|
Q3 2024
Added 8.41%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
15,508
shares
|
$390,801
0.02% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
15,222
shares
|
$383,594
0.15% of portfolio
|
Q3 2025
Reduced 9.76%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
15,171
shares
|
$382,309
0.02% of portfolio
|
Q3 2025
Reduced 0.26%
|
|