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 |
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
295,043
shares
|
$7.27 Million
1.06% of portfolio
|
Q1 2025
Added 76.65%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
293,626
shares
|
$7.24 Million
1.1% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
292,891
shares
|
$7.22 Million
0.7% of portfolio
|
Q4 2024
Added 259.48%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
286,695
shares
|
$7.07 Million
0.08% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
281,601
shares
|
$6.94 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.05%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
277,756
shares
|
$6.85 Million
0.04% of portfolio
|
Q4 2024
Added 101.52%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
275,431
shares
|
$6.79 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
273,632
shares
|
$6.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.08%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
262,241
shares
|
$6.46 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
261,809
shares
|
$6.45 Million
0.18% of portfolio
|
Q4 2023
Added 2.2%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
260,834
shares
|
$6.43 Million
0.19% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
253,391
shares
|
$6.25 Million
0.01% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
253,265
shares
|
$6.24 Million
0.02% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
251,946
shares
|
$6.21 Million
2.64% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
248,912
shares
|
$6.14 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
|
$6.05 Million
0.25% of portfolio
|
Q3 2022
Added 781.49%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
242,616
shares
|
$5.98 Million
0.69% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
241,136
shares
|
$5.94 Million
1.87% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
238,372
shares
|
$5.88 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
238,156
shares
|
$5.87 Million
0.37% of portfolio
|
Q4 2024
Added 12.85%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Apr 07, 2025 Q1 2025 |
237,698
shares
|
$5.86 Million
3.06% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
237,029
shares
|
$5.84 Million
4.56% of portfolio
|
Q1 2024
Added 0.9%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
232,743
shares
|
$5.74 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
225,340
shares
|
$5.55 Million
0.02% of portfolio
|
Q1 2025
Added 15.64%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
225,014
shares
|
$5.55 Million
2.16% of portfolio
|
Q4 2024
Added 75.32%
|