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 |
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
219,668
shares
|
$5.41 Million
2.46% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
219,201
shares
|
$5.4 Million
0.25% of portfolio
|
Q4 2024
Reduced 37.97%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
216,240
shares
|
$5.33 Million
0.07% of portfolio
|
Q4 2024
Added 155.28%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
211,339
shares
|
$5.21 Million
1.82% of portfolio
|
Q4 2024
Reduced 27.09%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
204,388
shares
|
$5.04 Million
2.38% of portfolio
|
Q4 2024
Added 64.87%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Feb 13, 2025 Q4 2024 |
203,674
shares
|
$5.02 Million
4.98% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
199,599
shares
|
$4.92 Million
1.95% of portfolio
|
Q1 2025
Added 26.54%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
198,225
shares
|
$4.89 Million
1.23% of portfolio
|
Q2 2024
Added 34.33%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
188,108
shares
|
$4.64 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
188,108
shares
|
$4.64 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
181,332
shares
|
$4.47 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
180,684
shares
|
$4.45 Million
0.36% of portfolio
|
Q4 2024
Added 11.38%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
172,086
shares
|
$4.24 Million
0.6% of portfolio
|
Q1 2025
Added 133.57%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
162,432
shares
|
$4 Million
0.26% of portfolio
|
Q4 2024
Added 30.59%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
161,493
shares
|
$3.98 Million
2.64% of portfolio
|
Q2 2023
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
161,263
shares
|
$3.98 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
160,638
shares
|
$3.96 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
154,401
shares
|
$3.81 Million
0.08% of portfolio
|
Q4 2024
Added 23.29%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
153,089
shares
|
$3.77 Million
4.11% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
151,150
shares
|
$3.73 Million
2.67% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
151,150
shares
|
$3.73 Million
2.67% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
151,078
shares
|
$3.72 Million
0.53% of portfolio
|
Q4 2024
Added 18.99%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
150,622
shares
|
$3.71 Million
2.56% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
150,002
shares
|
$3.7 Million
1.49% of portfolio
|
Q4 2024
Reduced 65.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
144,312
shares
|
$3.56 Million
0.04% of portfolio
|
Q4 2024
Added 3.99%
|