Rfg Advisory, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Rfg Advisory, LLC

$2.69 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 28, 2025	BUY	$24.48 - $24.9 $817,607 - $831,635	33,399 New	33,399 $831,000

Others Institutions Holding UCON

# of Institutions

293

Shares Held

100M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

10.7M
Shares

$268 Million
0.08% of portfolio
Morgan Stanley New York, NY

7.82M
Shares

$197 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

5.94M
Shares

$150 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4M
Shares

$101 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

3.8M
Shares

$95.7 Million
0.01% of portfolio

About FIRST TR ETF VIII TCW UNCONSTR

Ticker UCON
Sector ETFs
Industry ETFs

More about UCON

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rfg Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rfg Advisory, LLC with notifications on news.