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 |
|---|---|---|---|---|---|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 07, 2026 Q4 2025 |
64,513
shares
|
$1.63 Million
2.1% of portfolio
|
Q4 2025
Reduced 12.71%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
62,686
shares
|
$1.58 Million
0.05% of portfolio
|
Q3 2025
Added 13.43%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
59,288
shares
|
$1.49 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
58,677
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2025
Reduced 51.35%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
57,981
shares
|
$1.46 Million
0.12% of portfolio
|
Q4 2022
Added 32.36%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
57,956
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.26%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
56,843
shares
|
$1.43 Million
0.49% of portfolio
|
Q3 2025
Added 28.71%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
54,218
shares
|
$1.37 Million
0.15% of portfolio
|
Q3 2025
Added 81.83%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
53,726
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
52,749
shares
|
$1.33 Million
0.3% of portfolio
|
Q3 2025
Added 16.57%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 16, 2026 Q4 2025 |
51,772
shares
|
$1.3 Million
0.28% of portfolio
|
Q4 2025
Added 3.07%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
51,255
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
50,947
shares
|
$1.28 Million
1.15% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
49,919
shares
|
$1.26 Million
0.23% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
49,136
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
48,080
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
47,424
shares
|
$1.2 Million
0.87% of portfolio
|
Q4 2024
Added 23851.52%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
44,177
shares
|
$1.11 Million
4.81% of portfolio
|
Q3 2025
Reduced 41.78%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
43,688
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Added 228.7%
|
|
|
Mbe Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
41,456
shares
|
$1.04 Million
0.48% of portfolio
|
Q4 2025
Reduced 5.25%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
40,721
shares
|
$1.03 Million
0.61% of portfolio
|
Q3 2025
Reduced 15.77%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
40,453
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.42%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
38,245
shares
|
$963,774
0.01% of portfolio
|
Q3 2025
Added 18.55%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
38,142
shares
|
$961,178
0.14% of portfolio
|
Q3 2025
Added 14.94%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
35,374
shares
|
$891,424
0.05% of portfolio
|
Q4 2025
Added 0.25%
|
|