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 271 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 $2.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
10,319,218
shares
|
$253 Million
0.12% of portfolio
|
Q3 2024
Added 27.21%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
7,870,776
shares
|
$193 Million
0.04% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
7,197,589
shares
|
$177 Million
0.01% of portfolio
|
Q3 2024
Added 17.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,854,417
shares
|
$94.6 Million
0.01% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,439,085
shares
|
$84.4 Million
2.75% of portfolio
|
Q3 2024
Added 19.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,290,173
shares
|
$80.8 Million
0.02% of portfolio
|
Q3 2024
Added 257.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
3,018,052
shares
|
$74.1 Million
0.02% of portfolio
|
Q3 2024
Added 29.14%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,676,880
shares
|
$65.7 Million
0.02% of portfolio
|
Q3 2024
Added 23.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,619,772
shares
|
$64.3 Million
0.02% of portfolio
|
Q3 2024
Added 167.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,060,519
shares
|
$50.6 Million
0.08% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
1,812,781
shares
|
$44.5 Million
0.07% of portfolio
|
Q3 2024
Added 34.23%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
1,711,853
shares
|
$42 Million
15.14% of portfolio
|
Q3 2024
Added 49.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,584,608
shares
|
$38.9 Million
0.09% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,519,337
shares
|
$37.3 Million
0.61% of portfolio
|
Q3 2024
Added 29.09%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,351,008
shares
|
$33.2 Million
0.05% of portfolio
|
Q3 2024
Added 17.67%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
1,301,527
shares
|
$32 Million
0.95% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,246,222
shares
|
$30.6 Million
0.0% of portfolio
|
Q3 2024
Added 132.98%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
1,194,735
shares
|
$29.3 Million
1.52% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,152,025
shares
|
$28.3 Million
11.23% of portfolio
|
Q3 2024
Added 31.83%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,144,004
shares
|
$28.1 Million
1.16% of portfolio
|
Q2 2024
Added 80.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,113,916
shares
|
$27.3 Million
0.02% of portfolio
|
Q3 2024
Added 84.62%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,054,948
shares
|
$25.9 Million
0.09% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,024,316
shares
|
$25.1 Million
0.06% of portfolio
|
Q3 2024
Added 8.4%
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
900,339
shares
|
$22.1 Million
16.26% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
886,881
shares
|
$21.8 Million
2.81% of portfolio
|
Q3 2024
Added 8.57%
|