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 |
|---|---|---|---|---|---|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
290,514
shares
|
$7.15 Million
1.12% of portfolio
|
Q2 2024
Reduced 34.23%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
289,871
shares
|
$7.13 Million
2.46% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
283,003
shares
|
$6.96 Million
0.09% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
275,090
shares
|
$6.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 54.14%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
272,826
shares
|
$6.71 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
261,809
shares
|
$6.44 Million
0.18% of portfolio
|
Q4 2023
Added 2.2%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
257,323
shares
|
$6.33 Million
0.85% of portfolio
|
Q3 2024
Added 1114.42%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
248,912
shares
|
$6.12 Million
0.22% of portfolio
|
Q4 2024
Added 10.39%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
245,258
shares
|
$6.03 Million
0.25% of portfolio
|
Q3 2022
Added 781.49%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
243,801
shares
|
$6 Million
0.01% of portfolio
|
Q3 2024
Added 36.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
243,031
shares
|
$5.98 Million
0.02% of portfolio
|
Q3 2024
Added 24.35%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
242,178
shares
|
$5.96 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
241,136
shares
|
$5.93 Million
1.87% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
239,191
shares
|
$5.88 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
237,029
shares
|
$5.83 Million
4.56% of portfolio
|
Q1 2024
Added 0.9%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
222,460
shares
|
$5.47 Million
2.58% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
219,467
shares
|
$5.4 Million
0.6% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
215,537
shares
|
$5.3 Million
2.78% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
211,035
shares
|
$5.19 Million
0.34% of portfolio
|
Q3 2024
Added 16.76%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
200,664
shares
|
$4.94 Million
0.32% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
198,225
shares
|
$4.88 Million
1.23% of portfolio
|
Q2 2024
Added 34.33%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
193,005
shares
|
$4.75 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
178,616
shares
|
$4.39 Million
0.07% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
167,024
shares
|
$4.11 Million
0.61% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
162,221
shares
|
$3.99 Million
0.34% of portfolio
|
Q3 2024
Added 2.26%
|