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 280 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $2.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
382,375
shares
|
$9.41 Million
0.34% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
374,672
shares
|
$9.22 Million
0.09% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
373,330
shares
|
$9.18 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
368,731
shares
|
$9.07 Million
0.54% of portfolio
|
Q3 2024
Added 38.12%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
364,887
shares
|
$8.98 Million
4.15% of portfolio
|
Q3 2024
Added 29.25%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
362,071
shares
|
$8.91 Million
0.01% of portfolio
|
Q3 2024
Added 163.52%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
358,304
shares
|
$8.81 Million
0.97% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
353,640
shares
|
$8.7 Million
0.06% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
353,404
shares
|
$8.69 Million
0.43% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
349,121
shares
|
$8.59 Million
1.23% of portfolio
|
Q1 2023
Reduced 4.12%
|
|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
348,616
shares
|
$8.58 Million
9.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
343,269
shares
|
$8.44 Million
2.94% of portfolio
|
Q4 2024
New holding
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
342,372
shares
|
$8.42 Million
1.64% of portfolio
|
Q3 2024
Reduced 35.81%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
332,854
shares
|
$8.19 Million
0.12% of portfolio
|
Q3 2023
Added 2.35%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
331,739
shares
|
$8.16 Million
2.3% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
327,625
shares
|
$8.06 Million
0.02% of portfolio
|
Q4 2024
Reduced 19.96%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
324,732
shares
|
$7.99 Million
0.21% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
322,207
shares
|
$7.93 Million
0.02% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
316,235
shares
|
$7.78 Million
0.72% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
315,785
shares
|
$7.77 Million
0.71% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
314,947
shares
|
$7.75 Million
0.28% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
300,169
shares
|
$7.38 Million
0.65% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
295,902
shares
|
$7.28 Million
0.47% of portfolio
|
Q3 2024
Reduced 63.55%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
295,282
shares
|
$7.26 Million
5.32% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
290,579
shares
|
$7.15 Million
0.07% of portfolio
|
Q3 2024
Added 30.97%
|