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 281 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $2.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
8,555
shares
|
$211,308
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
8,269
shares
|
$204,244
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
8,166
shares
|
$201,700
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
7,806
shares
|
$192,808
0.02% of portfolio
|
Q2 2024
Added 54.15%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
5,005
shares
|
$123,623
0.01% of portfolio
|
Q2 2024
Reduced 9.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
4,141
shares
|
$102,282
0.0% of portfolio
|
Q3 2024
Added 764.51%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
3,131
shares
|
$77,335
0.01% of portfolio
|
Q3 2024
Added 652.64%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,864
shares
|
$70,740
0.0% of portfolio
|
Q4 2024
Added 5303.77%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
2,680
shares
|
$66,196
0.01% of portfolio
|
Q4 2024
Added 20.88%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,500
shares
|
$61,750
0.0% of portfolio
|
Q2 2024
Reduced 25.66%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
1,816
shares
|
$44,855
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,493
shares
|
$36,877
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
1,454
shares
|
$35,913
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
1,257
shares
|
$31,047
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,155
shares
|
$28,528
0.0% of portfolio
|
Q3 2024
Added 2466.67%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
997
shares
|
$24,625
0.0% of portfolio
|
Q3 2024
Reduced 60.26%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
933
shares
|
$23,045
0.01% of portfolio
|
Q3 2024
Reduced 87.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
898
shares
|
$22,180
0.0% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
806
shares
|
$19,908
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
790
shares
|
$19,513
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
661
shares
|
$16,326
0.0% of portfolio
|
Q4 2024
Reduced 41.14%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
505
shares
|
$12,473
0.0% of portfolio
|
Q3 2024
Reduced 30.82%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
237
shares
|
$5,853
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
206
shares
|
$5,088
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
200
shares
|
$4,940
0.0% of portfolio
|
Q2 2024
New holding
|