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 281 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $2.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
167,024
shares
|
$4.13 Million
0.61% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
162,221
shares
|
$4.01 Million
0.34% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
161,847
shares
|
$4 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
161,493
shares
|
$3.99 Million
2.64% of portfolio
|
Q2 2023
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
161,349
shares
|
$3.99 Million
0.21% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
157,731
shares
|
$3.9 Million
1.48% of portfolio
|
Q4 2024
Added 41.71%
|
|
|
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%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
150,914
shares
|
$3.73 Million
0.06% of portfolio
|
Q3 2024
Added 29.96%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
150,858
shares
|
$3.73 Million
2.82% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
150,002
shares
|
$3.71 Million
1.49% of portfolio
|
Q4 2024
Reduced 65.43%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
148,713
shares
|
$3.67 Million
2.63% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
148,713
shares
|
$3.67 Million
2.63% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
147,475
shares
|
$3.64 Million
0.01% of portfolio
|
Q3 2024
Added 10.91%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
145,644
shares
|
$3.6 Million
0.64% of portfolio
|
Q3 2024
Added 25.23%
|
|
|
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%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
137,939
shares
|
$3.41 Million
0.25% of portfolio
|
Q3 2024
Reduced 64.54%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
137,829
shares
|
$3.4 Million
0.02% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
126,964
shares
|
$3.14 Million
0.44% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
124,387
shares
|
$3.07 Million
0.28% of portfolio
|
Q3 2024
Added 69.19%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
123,695
shares
|
$3.06 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
115,046
shares
|
$2.84 Million
0.0% of portfolio
|
Q3 2024
Added 395.29%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
114,172
shares
|
$2.82 Million
1.73% of portfolio
|
Q4 2024
Added 1165.76%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
113,045
shares
|
$2.79 Million
0.41% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
110,754
shares
|
$2.74 Million
1.36% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
110,556
shares
|
$2.73 Million
0.24% of portfolio
|
Q4 2024
Added 2.77%
|