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 280 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $2.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
29,868
shares
|
$734,752
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
28,820
shares
|
$708,972
0.12% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
28,383
shares
|
$698,221
0.0% of portfolio
|
Q3 2024
Added 19.62%
|
|
|
Q3 Asset Management
|
Nov 14, 2024 Q3 2024 |
27,970
shares
|
$688,062
0.17% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
27,871
shares
|
$685,626
0.01% of portfolio
|
Q3 2024
Added 67.36%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
27,313
shares
|
$671,899
0.03% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
26,979
shares
|
$663,683
0.19% of portfolio
|
Q3 2024
Reduced 48.78%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
26,977
shares
|
$663,634
0.55% of portfolio
|
Q3 2024
Reduced 14.65%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
26,783
shares
|
$658,861
0.02% of portfolio
|
Q3 2024
Added 64.47%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
26,535
shares
|
$652,761
0.63% of portfolio
|
Q4 2024
Reduced 30.96%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
26,500
shares
|
$651,900
0.18% of portfolio
|
Q3 2024
Reduced 33.56%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
26,386
shares
|
$649,095
0.22% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
26,006
shares
|
$639,747
0.39% of portfolio
|
Q3 2024
Added 20.1%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
25,616
shares
|
$630,153
0.1% of portfolio
|
Q4 2024
Added 160.67%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
25,107
shares
|
$617,632
0.02% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
24,318
shares
|
$598,222
0.08% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Nov 12, 2024 Q3 2024 |
24,223
shares
|
$595,885
0.33% of portfolio
|
Q3 2024
Reduced 16.99%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
23,613
shares
|
$580,879
0.29% of portfolio
|
Q3 2024
Reduced 26.22%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
22,528
shares
|
$554,188
0.15% of portfolio
|
Q3 2024
Added 23.39%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
22,345
shares
|
$549,687
0.14% of portfolio
|
Q3 2024
Reduced 10.6%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
22,168
shares
|
$545,332
0.05% of portfolio
|
Q3 2024
Reduced 92.88%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
21,224
shares
|
$522,110
0.1% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
20,272
shares
|
$498,691
0.15% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
18,245
shares
|
$448,827
0.01% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
18,212
shares
|
$448,015
0.25% of portfolio
|
Q3 2024
Added 14.5%
|