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 |
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
26,348
shares
|
$649,478
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
25,601
shares
|
$631,064
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
24,933
shares
|
$614,598
0.02% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
24,862
shares
|
$612,848
0.31% of portfolio
|
Q4 2024
Added 36.51%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
24,747
shares
|
$610,013
0.0% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
24,646
shares
|
$607,523
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
24,304
shares
|
$599,093
0.06% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
24,271
shares
|
$598,280
2.49% of portfolio
|
Q4 2024
Reduced 10.03%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
23,945
shares
|
$590,244
0.16% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
22,868
shares
|
$563,696
0.27% of portfolio
|
Q4 2024
Added 48.36%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
21,173
shares
|
$521,914
0.11% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
20,676
shares
|
$509,663
0.15% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
20,665
shares
|
$509,392
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
20,603
shares
|
$507,863
0.41% of portfolio
|
Q4 2024
Added 26.16%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
19,971
shares
|
$492,285
0.07% of portfolio
|
Q1 2025
Reduced 17.88%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
19,544
shares
|
$481,759
0.22% of portfolio
|
Q1 2025
Added 14.1%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
19,009
shares
|
$468,571
0.04% of portfolio
|
Q1 2025
Reduced 42.43%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
18,760
shares
|
$462,434
0.01% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
18,708
shares
|
$461,152
0.24% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
18,335
shares
|
$451,957
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
18,051
shares
|
$444,957
0.01% of portfolio
|
Q2 2022
Added 11.07%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
18,040
shares
|
$444,686
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
17,637
shares
|
$434,752
0.28% of portfolio
|
Q1 2025
Added 36.95%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
17,033
shares
|
$419,863
0.04% of portfolio
|
Q1 2023
Added 13.47%
|
|
|
Chiron Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
16,962
shares
|
$418,113
0.4% of portfolio
|
Q4 2024
Added 3.67%
|