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 |
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
142,295
shares
|
$3.51 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
141,061
shares
|
$3.48 Million
1.76% of portfolio
|
Q4 2024
Added 27.36%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
127,993
shares
|
$3.16 Million
2.18% of portfolio
|
Q4 2024
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
125,489
shares
|
$3.09 Million
0.6% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
123,432
shares
|
$3.04 Million
0.2% of portfolio
|
Q1 2025
Reduced 33.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
121,893
shares
|
$3 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
121,604
shares
|
$3 Million
0.45% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
117,991
shares
|
$2.91 Million
1.54% of portfolio
|
Q1 2025
Added 142.41%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
117,436
shares
|
$2.89 Million
0.04% of portfolio
|
Q4 2024
Reduced 22.18%
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
116,100
shares
|
$2.86 Million
1.66% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
114,305
shares
|
$2.82 Million
0.41% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Feb 03, 2025 Q4 2024 |
112,973
shares
|
$2.78 Million
2.54% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
111,173
shares
|
$2.74 Million
0.16% of portfolio
|
Q4 2024
Added 13972.53%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
110,556
shares
|
$2.73 Million
0.24% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
104,768
shares
|
$2.58 Million
0.95% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
103,965
shares
|
$2.56 Million
0.14% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
101,843
shares
|
$2.51 Million
0.07% of portfolio
|
Q1 2024
Added 4.3%
|
|
|
Defined Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
101,260
shares
|
$2.5 Million
1.75% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
98,873
shares
|
$2.44 Million
0.01% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Capital Cs Group, LLC
|
Apr 09, 2025 Q1 2025 |
97,227
shares
|
$2.4 Million
2.39% of portfolio
|
Q1 2025
Added 12.3%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
95,866
shares
|
$2.36 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
90,449
shares
|
$2.23 Million
0.55% of portfolio
|
Q4 2024
Added 9.25%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
90,072
shares
|
$2.22 Million
0.13% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
89,802
shares
|
$2.21 Million
0.22% of portfolio
|
Q4 2023
Added 36.32%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
87,455
shares
|
$2.16 Million
0.02% of portfolio
|
Q4 2024
Added 14.4%
|