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 306 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $2.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
438,238
shares
|
$10.8 Million
0.02% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
434,490
shares
|
$10.7 Million
1.05% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
427,219
shares
|
$10.5 Million
7.15% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
425,223
shares
|
$10.5 Million
3.39% of portfolio
|
Q4 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
419,106
shares
|
$10.3 Million
1.25% of portfolio
|
Q4 2024
Added 62.87%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
418,970
shares
|
$10.3 Million
11.49% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
399,580
shares
|
$9.85 Million
0.35% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
398,629
shares
|
$9.83 Million
0.61% of portfolio
|
Q4 2024
Added 34.72%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
395,435
shares
|
$9.75 Million
0.12% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
393,330
shares
|
$9.7 Million
0.09% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
381,810
shares
|
$9.41 Million
0.65% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
358,304
shares
|
$8.83 Million
0.97% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
353,682
shares
|
$8.72 Million
0.05% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
349,121
shares
|
$8.61 Million
1.23% of portfolio
|
Q1 2023
Reduced 4.12%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
345,376
shares
|
$8.51 Million
0.08% of portfolio
|
Q4 2024
Added 18.86%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
337,658
shares
|
$8.32 Million
1.38% of portfolio
|
Q4 2024
Added 131.84%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
332,854
shares
|
$8.2 Million
0.12% of portfolio
|
Q3 2023
Added 2.35%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
329,304
shares
|
$8.12 Million
0.6% of portfolio
|
Q1 2025
Added 27.14%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
326,034
shares
|
$8.04 Million
0.34% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
323,576
shares
|
$7.98 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
319,290
shares
|
$7.87 Million
1.93% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
317,732
shares
|
$7.83 Million
0.96% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
313,088
shares
|
$7.72 Million
1.58% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
308,373
shares
|
$7.6 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
300,169
shares
|
$7.4 Million
0.65% of portfolio
|
Q4 2024
Added 5.78%
|