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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
18,245
shares
|
$447,184
0.01% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
18,212
shares
|
$446,376
0.25% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
18,051
shares
|
$442,430
0.01% of portfolio
|
Q2 2022
Added 11.07%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
17,777
shares
|
$435,714
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Epiq Partners, LLC
|
Oct 15, 2024 Q3 2024 |
17,623
shares
|
$431,939
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
17,468
shares
|
$428,140
0.35% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
17,363
shares
|
$425,567
0.01% of portfolio
|
Q3 2024
Reduced 80.43%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
17,247
shares
|
$422,723
0.03% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
17,033
shares
|
$417,478
0.04% of portfolio
|
Q1 2023
Added 13.47%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
16,985
shares
|
$416,302
0.01% of portfolio
|
Q3 2024
Added 29.12%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
16,636
shares
|
$407,748
0.04% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
16,400
shares
|
$401,964
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
16,362
shares
|
$401,032
0.37% of portfolio
|
Q2 2024
New holding
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
16,331
shares
|
$400,272
0.32% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
15,800
shares
|
$387,258
0.03% of portfolio
|
Q3 2024
Added 38.23%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
15,775
shares
|
$386,645
0.1% of portfolio
|
Q3 2024
Added 8.41%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
15,503
shares
|
$379,978
0.02% of portfolio
|
Q3 2024
Added 12.06%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
15,414
shares
|
$377,797
0.19% of portfolio
|
Q3 2024
Added 23.24%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
14,932
shares
|
$365,983
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
14,852
shares
|
$364,022
0.01% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
14,636
shares
|
$358,728
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
13,900
shares
|
$340,689
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
13,883
shares
|
$340,272
0.01% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
13,475
shares
|
$330,272
0.13% of portfolio
|
Q3 2024
Added 7.52%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
13,410
shares
|
$328,679
0.01% of portfolio
|
Q3 2024
Added 8.06%
|