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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
62,282
shares
|
$1.54 Million
0.08% of portfolio
|
Q4 2024
Added 54.43%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
62,001
shares
|
$1.53 Million
0.51% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
59,288
shares
|
$1.46 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
58,306
shares
|
$1.44 Million
1.42% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
57,981
shares
|
$1.43 Million
0.12% of portfolio
|
Q4 2022
Added 32.36%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
57,060
shares
|
$1.41 Million
1.1% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
56,373
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.11%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
55,977
shares
|
$1.38 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
55,801
shares
|
$1.38 Million
1.51% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
52,315
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Added 22.64%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
51,454
shares
|
$1.27 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
50,179
shares
|
$1.24 Million
0.02% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
48,982
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2024
Added 101.42%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
48,930
shares
|
$1.21 Million
1.0% of portfolio
|
Q3 2024
Reduced 89.76%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
48,675
shares
|
$1.2 Million
0.7% of portfolio
|
Q4 2024
Added 31.38%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
48,594
shares
|
$1.2 Million
0.64% of portfolio
|
Q4 2024
Reduced 20.51%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
48,126
shares
|
$1.19 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
47,424
shares
|
$1.17 Million
0.87% of portfolio
|
Q4 2024
Added 23851.52%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
45,904
shares
|
$1.13 Million
0.91% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
42,256
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
39,049
shares
|
$964,510
0.04% of portfolio
|
Q3 2024
Added 60.21%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
38,148
shares
|
$942,255
0.01% of portfolio
|
Q3 2024
Added 122.78%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
34,050
shares
|
$841,035
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
32,678
shares
|
$807,146
0.03% of portfolio
|
Q4 2024
Added 19.64%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
32,453
shares
|
$801,589
0.01% of portfolio
|
Q3 2024
Added 6.97%
|