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First Trust TCW Unconstrained Plus Bond ETF (UCON) Institutional Ownership

First Trust TCW Unconstrained Plus Bond ETF logo
$24.68 -0.05 (-0.20%)
As of 02/21/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON)

Number of
Institutional Buyers
(last 12 months)
244
Total
Institutional Inflows
(last 12 months)
$933.15M
Number of
Institutional Sellers
(last 12 months)
97
Total
Institutional Outflows
(last 12 months)
$128.69M
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UCON Institutional Buying and Selling by Quarter

First Trust TCW Unconstrained Plus Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 GTS Securities LLC9,451$233K0.0%-72.2%0.010%
2/18/2025 Stonebridge Financial Planning Group LLC18,335$452K0.2%N/A0.020%
2/18/2025 Retirement Planning Group LLC184,428$4.55M0.2%-8.1%0.198%
2/18/2025 Navalign LLC544,746$13.43M3.9%+4.3%0.584%
2/18/2025 First Heartland Consultants Inc.602,108$14.84M1.4%+543.1%0.645%
2/18/2025 Mpwm Advisory Solutions LLC64,954$1.60M1.2%N/A0.070%
2/17/2025 Visionary Wealth Advisors398,629$9.83M0.6%+34.7%0.427%
2/17/2025 Tolleson Wealth Management Inc.313,088$7.72M1.6%-8.6%0.335%
2/17/2025 Snowden Capital Advisors LLC53,916$1.33M0.0%+27.6%0.058%
2/17/2025 Royal Bank of Canada3,200,433$78.89M0.0%+6.0%3.428%
2/17/2025 Focus Partners Wealth695,040$17.13M0.0%+13.4%0.745%
2/17/2025 CoreCap Advisors LLC219,201$5.40M0.2%-38.0%0.235%
2/17/2025 Cresset Asset Management LLC8,329$205K0.0%-6.7%0.009%
2/17/2025 Cetera Investment Advisers1,251,064$30.84M0.1%+22.1%1.340%
2/17/2025 Captrust Financial Advisors232,743$5.74M0.0%-2.7%0.249%
2/17/2025 Baird Financial Group Inc.273,632$6.75M0.0%-15.1%0.293%
2/17/2025 Bank of America Corp DE4,827,054$118.99M0.0%+25.2%5.171%
2/17/2025 Benjamin Edwards Inc.8,578$212K0.0%N/A0.009%
2/17/2025 Ameriprise Financial Inc.3,110,907$76.68M0.0%+18.7%3.333%
2/17/2025 Aptus Capital Advisors LLC1,858,338$45.81M0.5%+22.3%1.991%
2/14/2025 Keel Point LLC180,684$4.45M0.4%+11.4%0.194%
2/14/2025 Jane Street Group LLC59,372$1.46M0.0%N/A0.064%
2/14/2025 Rehmann Capital Advisory Group973,906$24.01M1.5%+5.6%1.043%
2/14/2025 Comerica Bank98,873$2.44M0.0%+5.9%0.106%
2/14/2025 Lido Advisors LLC59,361$1.46M0.0%+98.7%0.064%
2/14/2025 Berger Financial Group Inc14,798$365K0.0%-11.0%0.016%
2/14/2025 Arkos Global Advisors114,305$2.82M0.4%+1.1%0.122%
2/14/2025 Kovitz Investment Group Partners LLC160,638$3.96M0.0%-0.7%0.172%
2/14/2025 Integrated Wealth Concepts LLC803,335$19.80M0.2%-1.1%0.861%
2/14/2025 Coppell Advisory Solutions LLC13,036$321K0.0%+316.4%0.014%
2/14/2025 MGO One Seven LLC16,607$409K0.0%N/A0.018%
2/14/2025 Harvest Investment Services LLC26,881$663K0.2%+1.9%0.029%
2/14/2025 Stifel Financial Corp459,680$11.33M0.0%+8.2%0.492%
2/14/2025 OneDigital Investment Advisors LLC73,588$1.81M0.0%+164.0%0.079%
2/14/2025 MML Investors Services LLC253,265$6.24M0.0%+4.2%0.271%
2/14/2025 Mach 1 Financial Group LLC31,717$782K1.4%-89.3%0.034%
2/14/2025 First Trust Advisors LP75,622$1.86M0.0%+44.6%0.081%
2/14/2025 Concourse Financial Group Securities Inc.111,173$2.74M0.2%+13,972.5%0.119%
2/13/2025 Stonehaven Wealth & Tax Solutions LLC153,089$3.77M4.1%N/A0.164%
2/13/2025 CreativeOne Wealth LLC31,704$781K0.0%+18.4%0.034%
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2/13/2025 Mariner LLC438,238$10.80M0.0%+1.2%0.469%
2/13/2025 Synovus Financial Corp41,743$1.03M0.0%+9.4%0.045%
2/13/2025 Entruity Wealth LLC203,674$5.02M5.0%N/A0.218%
2/13/2025 Townsquare Capital LLC16,649$410K0.0%-6.3%0.018%
2/13/2025 Legacy Investment Solutions LLC151,150$3.74M2.2%+1.6%0.162%
2/13/2025 Rockefeller Capital Management L.P.26,985$665K0.0%-4.9%0.029%
2/13/2025 Raymond James Financial Inc.1,837,604$45.30M0.0%N/A1.969%
2/13/2025 Advisory Services Network LLC61,649$1.52M0.0%N/A0.066%
2/13/2025 Renaissance Technologies LLC82,061$2.02M0.0%-77.3%0.088%
2/13/2025 Sumitomo Mitsui Financial Group Inc.216,240$5.33M0.1%+155.3%0.232%
2/13/2025 Cerity Partners LLC475,594$11.72M0.0%N/A0.509%
2/13/2025 Wedbush Securities Inc.16,047$396K0.0%+15.6%0.017%
2/13/2025 Envestnet Asset Management Inc.2,826,061$69.66M0.0%+5.6%3.027%
2/13/2025 Perennial Investment Advisors LLC419,106$10.33M1.2%+62.9%0.449%
2/13/2025 Wells Fargo & Company MN4,211,307$103.81M0.0%+28.0%4.511%
2/12/2025 Arete Wealth Advisors LLC13,951$344K0.0%-6.6%0.015%
2/12/2025 World Investment Advisors12,395$306K0.0%+15.1%0.013%
2/12/2025 Private Portfolio Partners LLC49,919$1.23M0.2%+3.7%0.053%
2/12/2025 OLD Mission Capital LLC25,601$631K0.0%N/A0.027%
2/12/2025 National Wealth Management Group LLC11,063$273K0.2%+8.0%0.012%
2/12/2025 StoneX Group Inc.162,432$4.00M0.3%+30.6%0.174%
2/12/2025 OneAscent Wealth Management LLC8,888$219K0.1%-22.8%0.010%
2/12/2025 Orion Portfolio Solutions LLC8,153$201K0.0%-26.2%0.009%
2/12/2025 AssuredPartners Investment Advisors LLC120,510$2.97M0.6%N/A0.129%
2/12/2025 JPMorgan Chase & Co.1,778,924$43.85M0.0%+42.7%1.906%
2/12/2025 PKS Advisory Services LLC50,725$1.25M0.3%N/A0.054%
2/11/2025 Sequent Planning LLC104,768$2.58M0.9%+1.3%0.112%
2/11/2025 LPL Financial LLC11,963,596$294.90M0.1%+15.9%12.816%
2/10/2025 Thrivent Financial for Lutherans262,241$6.47M0.0%-4.7%0.281%
2/10/2025 Signaturefd LLC5,960$147K0.0%+138.4%0.006%
2/10/2025 Creative Financial Designs Inc. ADV33,020$814K0.1%+3.5%0.035%
2/10/2025 SlateStone Wealth LLC434,490$10.71M1.1%-5.1%0.465%
2/10/2025 Collaborative Wealth Managment Inc.20,665$509K0.2%N/A0.022%
2/10/2025 Harbour Investments Inc.3,975,370$97.99M2.8%+15.6%4.259%
2/10/2025 Envestnet Portfolio Solutions Inc.194,863$4.80M0.0%+32.1%0.209%
2/10/2025 Madison Investment Advisors LLC188,108$4.64M0.1%N/A0.202%
2/10/2025 Commonwealth Equity Services LLC1,431,909$35.30M0.1%+6.0%1.534%
2/10/2025 CFO4Life Group LLC9,568$236K0.0%-54.9%0.010%
2/10/2025 Balboa Wealth Partners33,644$829K0.2%N/A0.036%
2/10/2025 Wintrust Investments LLC50,947$1.26M1.1%+4.1%0.055%
2/10/2025 Avantax Advisory Services Inc.277,756$6.85M0.0%+101.5%0.298%
2/10/2025 Farther Finance Advisors LLC130,559$3.22M0.1%+234.3%0.140%
2/7/2025 PFG Advisors238,156$5.87M0.4%+12.9%0.255%
2/7/2025 HighTower Advisors LLC2,141,838$52.80M0.1%+3.9%2.294%
2/7/2025 Avantax Planning Partners Inc.95,866$2.36M0.1%-6.1%0.103%
2/7/2025 Morling Financial Advisors LLC1,196,177$29.49M10.3%+3.8%1.281%
2/7/2025 Independent Advisor Alliance275,431$6.79M0.1%N/A0.295%
2/7/2025 Axis Wealth Partners LLC10,297$254K0.2%N/A0.011%
2/7/2025 Larson Financial Group LLC784,985$19.35M1.0%-7.6%0.841%
2/7/2025 PNC Financial Services Group Inc.2,754$68K0.0%N/A0.003%
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2/6/2025 Bellevue Asset Management LLC40,929$1.01M0.5%N/A0.044%
2/6/2025 Raymond James Financial Inc.1,837,604$45.30M0.0%N/A1.969%
2/6/2025 Assetmark Inc.87,072$2.15M0.0%+7.6%0.093%
2/6/2025 Synergy Investment Management LLC74,475$1.84M0.8%N/A0.080%
2/6/2025 Steward Partners Investment Advisory LLC393,330$9.70M0.1%+5.0%0.421%
2/6/2025 Gentry Private Wealth LLC24,271$598K2.5%-10.0%0.026%
2/5/2025 SRS Capital Advisors Inc.11,540$284K0.0%N/A0.012%
2/5/2025 Maia Wealth LLC21,173$522K0.1%-5.2%0.023%
2/5/2025 US Bancorp DE253,391$6.25M0.0%+3.9%0.271%
2/5/2025 Private Trust Co. NA3,780$93K0.0%-51.6%0.004%
(Data available from 1/1/2016 forward)

UCON Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UCON shares?

During the previous two years, 326 institutional investors and hedge funds held shares of First Trust TCW Unconstrained Plus Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($294.90M), Bank of America Corp DE ($118.99M), UBS Group AG ($109.66M), Wells Fargo & Company MN ($103.81M), Harbour Investments Inc. ($97.99M), Royal Bank of Canada ($78.89M), and Ameriprise Financial Inc. ($76.68M).Learn more on UCON's institutional investors.

Which institutional investors have been buying First Trust TCW Unconstrained Plus Bond ETF stock?

Of the 295 institutional investors that purchased First Trust TCW Unconstrained Plus Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($5.62M), Raymond James Financial Inc. ($3.68M), UBS Group AG ($2.84M), Harbour Investments Inc. ($2.48M), Aptus Capital Advisors LLC ($1.37M), JPMorgan Chase & Co. ($1.24M), and Osaic Holdings Inc. ($1.12M).

How much institutional buying is happening at First Trust TCW Unconstrained Plus Bond ETF?

Institutional investors have bought a total of 61,819,918 shares in the last 24 months. This purchase volume represents approximately $1.52B in transactions.

Which First Trust TCW Unconstrained Plus Bond ETF major shareholders have been selling company stock?

Of the 164 institutional investors that sold First Trust TCW Unconstrained Plus Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CFO4Life Group LLC ($1.12M), HBK Sorce Advisory LLC ($821.24K), AE Wealth Management LLC ($557.64K), First Heartland Consultants Inc. ($505.57K), Creative Financial Designs Inc. ADV ($455.75K), Mach 1 Financial Group LLC ($453.20K), and Arkadios Wealth Advisors ($430.51K).

How much institutional selling is happening at First Trust TCW Unconstrained Plus Bond ETF?

Institutional investors have sold a total of 13,105,349 shares in the last 24 months. This volume of shares sold represents approximately $320.44M in transactions.


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This page (NYSEARCA:UCON) was last updated on 2/22/2025 by MarketBeat.com Staff
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