Who owns First Tr Exchng Traded Fd Vi tcw unconstrai?
- Ticker: UCON
- CUSIP Number: 33740f888
Tip: Access positions for across all investors
Analyze quarterly positions in First Tr Exchng Traded Fd Vi tcw unconstrai with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of First Tr Exchng Traded Fd Vi tcw unconstrai stock
Who bought or sold First Tr Exchng Traded Fd Vi tcw unconstrai this quarter?
Fund or Company Name |
Shares Held |
Valued At |
Change in Shares |
As Of |
Actions |
|---|---|---|---|---|---|
| LPL Financial | 12M | $295M | 16% | Dec 2024 |
|
| UBS Group | 8.8M | $217M | 12% | Dec 2024 |
|
| Morgan Stanley | 7.2M | $318M | 1% | Dec 2024 |
|
| Bank of America Corporation | 4.8M | $119M | 25% | Dec 2024 |
|
| Wells Fargo & Company | 4.2M | $104M | 28% | Dec 2024 |
|
| Harbour Investments | 4.0M | $98M | 16% | Dec 2024 |
|
| Royal Bank of Canada | 3.2M | $79M | 6% | Dec 2024 |
|
| Ameriprise Financial | 3.1M | $77M | 19% | Dec 2024 |
|
| Envestnet Asset Management | 2.8M | $70M | 6% | Dec 2024 |
|
| HighTower Advisors | 2.1M | $53M | 4% | Dec 2024 |
|
| Wagner Wealth Management | 2.1M | $51M | 20% | Dec 2024 |
|
| Branch Banking & Trust Company | 2.0M | $49M | 9% | Dec 2024 |
|
| Aptus Capital Advisors | 1.9M | $46M | 22% | Dec 2024 |
|
| Raymond James Financial | 1.8M | $45M | 100% | Dec 2024 |
|
| Jpmorgan Chase & Co | 1.8M | $44M | 43% | Dec 2024 |
|
| Advisor Group Holdings | 1.5M | $37M | -6% | Dec 2024 |
|
| Commonwealth Equity Services | 1.4M | $35M | 6% | Dec 2024 |
|
| Apollon Wealth Management | 1.4M | $34M | 6% | Dec 2024 |
|
| Cetera Investment Advisers | 1.3M | $31M | 22% | Dec 2024 |
|
| IFP Advisors | 1.2M | $30M | 4% | Dec 2024 |
|
| Morling Financial Advisors | 1.2M | $30M | 4% | Dec 2024 |
|
| Csenge Advisory Group | 1.2M | $29M | -2% | Dec 2024 |
|
| Rehmann Capital Advisory | 974k | $24M | 6% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 932k | $23M | -12% | Dec 2024 |
|
| Dynamic Advisors Solutions | 910k | $22M | 8% | Dec 2024 |
|
| Bensler | 850k | $21M | -10% | Mar 2025 |
|
| Park National Corp | 843k | $21M | 18% | Dec 2024 |
|
| Integrated Wealth Concepts | 803k | $20M | -1% | Dec 2024 |
|
| Larson Financial Group | 785k | $19M | -8% | Dec 2024 |
|
| McCarthy & Cox | 741k | $18M | 116% | Mar 2025 |
|
| TruWealth Advisors | 731k | $18M | 1% | Mar 2025 |
|
| Commonwealth Financial Services | 728k | $18M | 0% | Dec 2024 |
|
| Colony | 695k | $17M | 13% | Dec 2024 |
|
| Cyndeo Wealth Partners | 685k | $17M | 3% | Dec 2024 |
|
| EdgeRock Capital | 683k | $17M | -22% | Mar 2025 |
|
| Kestra Private Wealth Services | 665k | $16M | 5% | Dec 2024 |
|
| Capital Investment Advisory Services | 648k | $16M | 0% | Dec 2024 |
|
| First Heartland Consultants | 602k | $15M | 543% | Dec 2024 |
|
| Great Point Wealth Advisors | 553k | $14M | 6% | Dec 2024 |
|
| Navalign | 545k | $13M | 4% | Dec 2024 |
|
| Prospera Financial Services | 484k | $12M | 49% | Dec 2024 |
|
| Kestra Advisory Services | 480k | $12M | 7% | Dec 2024 |
|
| HPM Partners | 476k | $12M | 100% | Dec 2024 |
|
| Stifel Financial | 460k | $11M | 8% | Dec 2024 |
|
| Private Advisor | 442k | $11M | 3% | Dec 2024 |
|
| Mariner Wealth Advisors | 438k | $11M | 1% | Dec 2024 |
|
| Financial Futures Ltd Liability | 437k | $11M | 0% | Dec 2024 |
|
| SlateStone Wealth | 435k | $11M | -5% | Dec 2024 |
|
| Walkner Condon Financial Advisors | 424k | $10M | -7% | Dec 2024 |
|
| Perennial Investment Advisors | 419k | $10M | 63% | Dec 2024 |
|
| BKA Wealth Consulting | 419k | $10M | 10% | Dec 2024 |
|
| Etesian Wealth Advisors | 410k | $10M | 12% | Dec 2024 |
|
| Chicago Partners Investment | 400k | $9.8M | 4% | Dec 2024 |
|
| Visionary Wealth Advisors | 399k | $9.8M | 35% | Dec 2024 |
|
| Wiley Bros.-aintree Capital | 395k | $9.7M | 6% | Dec 2024 |
|
| Steward Partners Investment Advisory | 393k | $9.7M | 5% | Dec 2024 |
|
| Western Wealth Management | 372k | $9.2M | 1% | Dec 2024 |
|
| Certified Advisory Corp | 358k | $8.8M | 5% | Dec 2024 |
|
| Goss Wealth Management | 354k | $8.7M | 0% | Dec 2024 |
|
| Equitable Holdings | 345k | $8.5M | 19% | Dec 2024 |
|
| Philip James Wealth Mangement | 344k | $8.5M | -32% | Dec 2024 |
|
| Fagan Associates | 338k | $8.3M | 132% | Dec 2024 |
|
| First Pacific Financial | 332k | $8.2M | -1% | Dec 2024 |
|
| Janney Montgomery Scott | 328k | $8.1M | -20% | Dec 2024 |
|
| PFG Financial Advisors | 324k | $8.0M | 3% | Dec 2024 |
|
| XML Financial | 316k | $7.8M | 6% | Dec 2024 |
|
| Ameritas Advisory Services | 315k | $7.8M | -5% | Dec 2024 |
|
| Tolleson Wealth Management | 313k | $7.7M | -9% | Dec 2024 |
|
| Beaumont Financial Advisors | 300k | $7.4M | 6% | Dec 2024 |
|
| Redhawk Wealth Advisors | 295k | $7.3M | 77% | Mar 2025 |
|
| Goldstone Financial Group | 294k | $7.3M | 1% | Mar 2025 |
|
| N.E.W. Advisory Services | 293k | $7.2M | 259% | Dec 2024 |
|
| Mather Group | 284k | $7.0M | 0% | Dec 2024 |
|
| H D Vest Advisory Services | 278k | $6.8M | 102% | Dec 2024 |
|
| Independent Advisor Alliance | 275k | $6.8M | 100% | Dec 2024 |
|
| Baird Financial | 274k | $6.7M | -15% | Dec 2024 |
|
| Thrivent Financial for Lutherans | 262k | $6.5M | -5% | Dec 2024 |
|
| Bleakley Financial Group | 261k | $6.4M | -4% | Dec 2024 |
|
| Good Life Advisors | 259k | $6.4M | 1539% | Dec 2024 |
|
| Us Bancorp | 253k | $6.2M | 4% | Dec 2024 |
|
| Mml Investors Services | 253k | $6.2M | 4% | Dec 2024 |
|
| Geneos Wealth Management | 249k | $6.1M | 10% | Dec 2024 |
|
| Beacon Financial | 243k | $6.0M | 18% | Mar 2025 |
|
| GSG Advisors | 241k | $5.9M | 2% | Dec 2024 |
|
| Sigma Planning | 238k | $5.9M | -2% | Dec 2024 |
|
| PFG Advisors | 238k | $5.9M | 13% | Dec 2024 |
|
| O'Connor Financial Group | 238k | $5.9M | 10% | Mar 2025 |
|
| Captrust Financial Advisors | 233k | $5.7M | -3% | Dec 2024 |
|
| Lunt Capital Management | 225k | $5.5M | 75% | Dec 2024 |
|
| Twin Peaks Wealth Advisors | 220k | $5.4M | -1% | Mar 2025 |
|
| CoreCap Advisors | 219k | $5.4M | -38% | Dec 2024 |
|
| Sumitomo Mitsui Financial | 216k | $5.3M | 155% | Dec 2024 |
|
| Total Clarity Wealth Management | 211k | $5.2M | -27% | Dec 2024 |
|
| Spectrum Wealth Advisory Group | 204k | $5.0M | 65% | Dec 2024 |
|
| TrueWealth Advisors | 200k | $4.9M | 27% | Mar 2025 |
|
| Envestnet Portfolio Solutions | 195k | $4.8M | 32% | Dec 2024 |
|
| Oppenheimer & Co | 194k | $4.8M | 9% | Dec 2024 |
|
| Madison Asset Management | 188k | $4.6M | -3% | Dec 2024 |
|
| Madison Investment Advisors | 188k | $4.6M | 100% | Dec 2024 |
|
| Keel Point | 181k | $4.5M | 11% | Dec 2024 |
|
| GPS Wealth Strategies Group | 172k | $4.3M | 134% | Mar 2025 |
|
| Intl Fcstone | 162k | $4.0M | 31% | Dec 2024 |
|
| Ashton Thomas Private Wealth | 161k | $4.0M | 0% | Dec 2024 |
|
| Kovitz Investment Group Partners | 161k | $4.0M | -1% | Dec 2024 |
|
| Kingsview Wealth Management | 154k | $3.8M | 23% | Dec 2024 |
|
| Stonehaven Wealth & Tax Solutions | 153k | $3.8M | 100% | Dec 2024 |
|
| Legacy Investment Solutions | 151k | $3.7M | 2% | Dec 2024 |
|
| Legacy Wealth Managment | 151k | $3.7M | 2% | Dec 2024 |
|
| Per Stirling Capital Management | 151k | $3.7M | 19% | Dec 2024 |
|
| BlackDiamond Wealth Management | 151k | $3.7M | 0% | Dec 2024 |
|
| Christopher J. Hasenberg | 150k | $3.7M | -65% | Dec 2024 |
|
| Atria Wealth Solutions | 144k | $3.6M | 4% | Dec 2024 |
|
| Armis Advisers | 142k | $3.5M | 100% | Dec 2024 |
|
| Holistic Financial Partners | 141k | $3.5M | 27% | Dec 2024 |
|
| Park Square Financial Group | 128k | $3.2M | 100% | Dec 2024 |
|
| Golden State Wealth Management | 124k | $3.0M | 100% | Dec 2024 |
|
| Retirement Planning Group | 123k | $3.1M | -33% | Mar 2025 |
|
| Farther Finance Advisors | 122k | $3.0M | -7% | Mar 2025 |
|
| Hartland & Co | 117k | $2.9M | -22% | Dec 2024 |
|
| Archetype Wealth Partners | 114k | $2.8M | 1% | Dec 2024 |
|
| Econ Financial Services Corp | 114k | $2.8M | 1166% | Dec 2024 |
|
| Fairway Financial | 113k | $2.8M | 100% | Dec 2024 |
|
| Proequities | 111k | $2.7B | 13973% | Dec 2024 |
|
| Fifth Third Securities | 111k | $2.7M | 3% | Dec 2024 |
|
| Sequent Planning | 105k | $2.6M | 1% | Dec 2024 |
|
| Flagship Harbor Advisors | 104k | $2.6M | 289% | Dec 2024 |
|
| Defined Wealth Management | 101k | $2.5M | 5% | Mar 2025 |
|
| Brian McDonald | 99k | $2.4M | 6% | Dec 2024 |
|
| Capital CS Group | 97k | $2.4M | 12% | Mar 2025 |
|
| Honkamp Krueger Financial Services | 96k | $2.4M | -6% | Dec 2024 |
|
| Silver Oak Securities | 92k | $2.3M | 97% | Dec 2024 |
|
| Apollon Financial | 90k | $2.2M | 9% | Dec 2024 |
|
| Pine Valley Investments Ltd Liability | 90k | $2.2M | 0% | Dec 2024 |
|
| D.A. Davidson & Co. | 88k | $2.2M | 14% | Dec 2024 |
|
| Assetmark | 87k | $2.1M | 8% | Dec 2024 |
|
| Puff Wealth Management | 83k | $2.0M | 1% | Mar 2025 |
|
| Renaissance Technologies | 82k | $2.0M | -77% | Dec 2024 |
|
| Private Capital Management | 79k | $1.9M | -10% | Dec 2024 |
|
| First Trust Advisors | 76k | $1.9M | 45% | Dec 2024 |
|
| Synergy Investment Management | 75k | $1.8M | 100% | Dec 2024 |
|
| RiverTree Advisors | 74k | $1.8M | 100% | Dec 2024 |
|
| Resources Investment Advisors | 74k | $1.8M | 164% | Dec 2024 |
|
| CLG | 72k | $1.8M | 100% | Dec 2024 |
|
| Legacy Capital Wealth Partners | 69k | $1.7M | -5% | Dec 2024 |
|
| tru Independence | 68k | $1.7M | 0% | Dec 2024 |
|
| EWG Elevate | 66k | $1.6M | 7% | Mar 2025 |
|
| Mpwm Advisory Solutions | 65k | $1.6M | 100% | Dec 2024 |
|
| Stratos Wealth Advisors | 62k | $1.5M | 54% | Dec 2024 |
|
| Advisory Services Network | 62k | $1.5M | 100% | Dec 2024 |
|
| Jane Street | 59k | $1.5M | 100% | Dec 2024 |
|
| CWM | 59k | $1.4M | -11% | Dec 2024 |
|
| Authentikos Wealth Advisory | 58k | $1.4M | -4% | Dec 2024 |
|
| Savant Capital Management | 56k | $1.4M | -13% | Dec 2024 |
|
| United Advisor Group | 49k | $1.2M | -24% | Dec 2024 |
|
| Ellenbecker Investment Group | 37k | $903k | -65% | Mar 2025 |
|
| Mach-1 Financial Group | 32k | $782k | -89% | Dec 2024 |
|
| Mutual Advisors | 13k | $310k | -92% | Dec 2024 |
|
| Susquehanna International | 10k | $253k | -91% | Dec 2024 |
|
| Onyx Bridge Wealth Group | 10k | $248k | -89% | Dec 2024 |
|
| Elevated Capital Advisors | 8.7k | $214k | -89% | Dec 2024 |
|
Who sold out of First Tr Exchng Traded Fd Vi tcw unconstrai?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Wright Fund Managment | Sep 2024 | 660k | $17M |
| Regal Investment Advisors | Sep 2024 | 138k | $3.5M |