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 296 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $2.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
198,225
shares
|
$5 Million
1.23% of portfolio
|
Q2 2024
Added 34.33%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
191,444
shares
|
$4.82 Million
0.61% of portfolio
|
Q4 2025
Reduced 2.8%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
189,914
shares
|
$4.79 Million
3.28% of portfolio
|
Q4 2025
Reduced 24.44%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
189,292
shares
|
$4.77 Million
0.51% of portfolio
|
Q3 2025
Reduced 13.62%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
188,108
shares
|
$4.74 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
186,398
shares
|
$4.7 Million
1.33% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
182,699
shares
|
$4.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 23.92%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
177,604
shares
|
$4.48 Million
0.01% of portfolio
|
Q3 2025
Added 56.86%
|
|
|
Econ Financial Services Corp
|
Jan 15, 2026 Q4 2025 |
174,973
shares
|
$4.41 Million
2.28% of portfolio
|
Q4 2025
Added 56.64%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
169,616
shares
|
$4.27 Million
1.25% of portfolio
|
Q4 2025
Added 4.94%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
163,743
shares
|
$4.13 Million
0.46% of portfolio
|
Q3 2025
Added 20.12%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
161,493
shares
|
$4.07 Million
2.64% of portfolio
|
Q2 2023
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
159,682
shares
|
$4.02 Million
2.65% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
158,872
shares
|
$4 Million
2.23% of portfolio
|
Q4 2025
Reduced 71.27%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
157,388
shares
|
$3.97 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
155,541
shares
|
$3.92 Million
0.2% of portfolio
|
Q4 2025
Reduced 3.0%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
146,623
shares
|
$3.69 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
144,567
shares
|
$3.64 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
135,142
shares
|
$3.41 Million
1.43% of portfolio
|
Q3 2025
Added 81.69%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2026 Q4 2025 |
134,939
shares
|
$3.4 Million
0.23% of portfolio
|
Q4 2025
Added 51.58%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Oct 24, 2025 Q3 2025 |
127,112
shares
|
$3.2 Million
2.52% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
127,050
shares
|
$3.2 Million
0.36% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
126,278
shares
|
$3.18 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.3%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
120,034
shares
|
$3.02 Million
0.05% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
112,929
shares
|
$2.85 Million
0.03% of portfolio
|
Q4 2025
Added 8.06%
|
|