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 |
|---|---|---|---|---|---|
|
Grant
|
Oct 15, 2024 Q3 2024 |
13,311
shares
|
$327,317
0.17% of portfolio
|
Q4 2023
Added 16.91%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
13,041
shares
|
$320,678
0.0% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
13,026
shares
|
$320,309
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
12,947
shares
|
$318,366
0.21% of portfolio
|
Q1 2023
Reduced 23.62%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,423
shares
|
$305,481
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
12,089
shares
|
$297,268
0.11% of portfolio
|
Q3 2024
Added 16.24%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
11,515
shares
|
$283,153
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
11,048
shares
|
$271,670
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
11,001
shares
|
$270,514
0.02% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
10,766
shares
|
$264,735
0.01% of portfolio
|
Q3 2024
Reduced 94.4%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
10,392
shares
|
$255,539
0.12% of portfolio
|
Q2 2024
Added 7430.43%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
10,289
shares
|
$253,006
0.05% of portfolio
|
Q3 2024
Reduced 38.33%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
10,239
shares
|
$251,777
0.17% of portfolio
|
Q3 2024
Reduced 26.87%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
9,827
shares
|
$241,645
0.04% of portfolio
|
Q3 2024
Reduced 11.71%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
9,569
shares
|
$235,301
0.03% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
9,235
shares
|
$227,088
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
9,020
shares
|
$221,801
0.13% of portfolio
|
Q3 2024
Reduced 92.77%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
8,955
shares
|
$220,203
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,940
shares
|
$219,834
0.01% of portfolio
|
Q4 2020
Reduced 93.31%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,924
shares
|
$219,441
0.0% of portfolio
|
Q3 2024
Reduced 27.13%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
8,547
shares
|
$210,170
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
8,269
shares
|
$203,334
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
8,166
shares
|
$200,801
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
7,806
shares
|
$191,949
0.02% of portfolio
|
Q2 2024
Added 54.15%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
5,005
shares
|
$123,072
0.01% of portfolio
|
Q2 2024
Reduced 9.26%
|