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

First Trust TCW Unconstrained Plus Bond ETF logo
$24.57 0.00 (0.00%)
As of 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)
247
Total
Institutional Inflows
(last 12 months)
$938.80M
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$137.27M
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UCON Institutional Buying and Selling by Quarter

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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
4/15/2025GPS Wealth Strategies Group LLC172,086$4.26M0.6%+133.6%0.123%
4/15/2025Chris Bulman Inc17,637$437K0.3%+37.0%0.013%
4/15/2025EdgeRock Capital LLC683,039$16.91M12.1%-21.9%0.489%
4/15/2025Ellenbecker Investment Group36,490$903K0.2%-64.6%0.026%
4/15/2025Columbia Advisory Partners LLC56,722$1.40M1.2%+1.7%0.041%
4/15/2025Redhawk Wealth Advisors Inc.295,043$7.30M1.0%+76.6%0.211%
4/14/2025 Octavia Wealth Advisors LLC11,029$273K0.0%-37.1%0.008%
4/14/2025 Farther Finance Advisors LLC121,893$3.02M0.1%-6.6%0.087%
4/14/2025 Millington Financial Advisors LLC9,273$227K0.1%N/A0.007%
4/14/2025 McCarthy & Cox740,951$18.34M8.0%+115.9%0.531%
4/10/2025 Retirement Planning Group LLC123,432$3.06M0.1%-33.1%0.088%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.4,869$121K0.0%+81.7%0.003%
4/10/2025 Beacon Financial Group242,616$6.01M0.7%+17.7%0.174%
4/10/2025 TruWealth Advisors LLC730,964$18.09M1.1%+1.3%0.524%
4/10/2025 Iams Wealth Management LLC19,544$484K0.2%+14.1%0.014%
4/10/2025 TrueWealth Advisors LLC199,599$4.94M1.6%+26.5%0.143%
4/10/2025 EWG Elevate Inc.66,272$1.64M0.6%+6.9%0.047%
4/9/2025 HBW Advisory Services LLC44,422$1.10M0.2%+73.4%0.032%
4/9/2025 Flagstar Advisors Inc.23,945$593K0.2%-4.2%0.017%
4/9/2025 Inspirion Wealth Advisors LLC19,971$494K0.1%-17.9%0.014%
4/9/2025 Capital CS Group LLC97,227$2.41M3.9%+12.3%0.070%
4/9/2025 NBC Securities Inc.48,125$1.19M0.1%+94,262.7%0.034%
4/7/2025 O Connor Financial Group LLC237,698$5.88M3.1%+10.3%0.170%
4/2/2025 Park National Corp OH884,325$21.89M0.8%+4.9%0.633%
3/17/2025Wealth Enhancement Advisory Services LLC28,284$697K0.0%N/A0.020%
3/12/2025Centaurus Financial Inc.9,401$232K0.0%N/A0.007%
2/28/2025Park Square Financial Group LLC127,993$3.16M2.2%N/A0.091%
2/25/2025B. Riley Wealth Advisors Inc.27,247$672K0.0%+56.9%0.019%
2/25/2025Armis Advisers LLC142,295$3.51M0.4%N/A0.101%
2/25/2025Chokshi & Queen Wealth Advisors Inc10,474$258K0.2%N/A0.007%
2/24/2025United Advisor Group LLC49,067$1.21M0.2%-24.1%0.035%
2/18/2025GTS Securities LLC9,451$233K0.0%-72.2%0.010%
2/18/2025Stonebridge 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%
2/18/2025Navalign LLC544,746$13.43M3.9%+4.3%0.584%
2/18/2025First Heartland Consultants Inc.602,108$14.84M1.4%+543.1%0.645%
2/18/2025Mpwm Advisory Solutions LLC64,954$1.60M1.2%N/A0.070%
2/17/2025Visionary Wealth Advisors398,629$9.83M0.6%+34.7%0.427%
2/17/2025Tolleson Wealth Management Inc.313,088$7.72M1.6%-8.6%0.335%
2/17/2025Snowden Capital Advisors LLC53,916$1.33M0.0%+27.6%0.058%
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2/17/2025Royal Bank of Canada3,200,433$78.89M0.0%+6.0%3.428%
2/17/2025Focus Partners Wealth695,040$17.13M0.0%+13.4%0.745%
2/17/2025CoreCap Advisors LLC219,201$5.40M0.2%-38.0%0.235%
2/17/2025Cresset Asset Management LLC8,329$205K0.0%-6.7%0.009%
2/17/2025Cetera Investment Advisers1,251,064$30.84M0.1%+22.1%1.340%
2/17/2025Captrust Financial Advisors232,743$5.74M0.0%-2.7%0.249%
2/17/2025Baird Financial Group Inc.273,632$6.75M0.0%-15.1%0.293%
2/17/2025Bank of America Corp DE4,827,054$118.99M0.0%+25.2%5.171%
2/17/2025Benjamin Edwards Inc.8,578$212K0.0%N/A0.009%
2/17/2025Ameriprise Financial Inc.3,110,907$76.68M0.0%+18.7%3.333%
2/17/2025Aptus Capital Advisors LLC1,858,338$45.81M0.5%+22.3%1.991%
2/14/2025Keel Point LLC180,684$4.45M0.4%+11.4%0.194%
2/14/2025Jane Street Group LLC59,372$1.46M0.0%N/A0.064%
2/14/2025Rehmann Capital Advisory Group973,906$24.01M1.5%+5.6%1.043%
2/14/2025Comerica Bank98,873$2.44M0.0%+5.9%0.106%
2/14/2025Lido Advisors LLC59,361$1.46M0.0%+98.7%0.064%
2/14/2025Berger Financial Group Inc14,798$365K0.0%-11.0%0.016%
2/14/2025Arkos Global Advisors114,305$2.82M0.4%+1.1%0.122%
2/14/2025Kovitz Investment Group Partners LLC160,638$3.96M0.0%-0.7%0.172%
2/14/2025Integrated Wealth Concepts LLC803,335$19.80M0.2%-1.1%0.861%
2/14/2025Coppell Advisory Solutions LLC13,036$321K0.0%+316.4%0.014%
2/14/2025MGO One Seven LLC16,607$409K0.0%N/A0.018%
2/14/2025Harvest Investment Services LLC26,881$663K0.2%+1.9%0.029%
2/14/2025Stifel Financial Corp459,680$11.33M0.0%+8.2%0.492%
2/14/2025OneDigital Investment Advisors LLC73,588$1.81M0.0%+164.0%0.079%
2/14/2025MML Investors Services LLC253,265$6.24M0.0%+4.2%0.271%
2/14/2025Mach 1 Financial Group LLC31,717$782K1.4%-89.3%0.034%
2/14/2025First Trust Advisors LP75,622$1.86M0.0%+44.6%0.081%
2/14/2025Concourse Financial Group Securities Inc.111,173$2.74M0.2%+13,972.5%0.119%
2/13/2025Stonehaven Wealth & Tax Solutions LLC153,089$3.77M4.1%N/A0.164%
2/13/2025CreativeOne Wealth LLC31,704$781K0.0%+18.4%0.034%
2/13/2025Mariner LLC438,238$10.80M0.0%+1.2%0.469%
2/13/2025Synovus Financial Corp41,743$1.03M0.0%+9.4%0.045%
2/13/2025Entruity Wealth LLC203,674$5.02M5.0%N/A0.218%
2/13/2025Townsquare Capital LLC16,649$410K0.0%-6.3%0.018%
2/13/2025Legacy Investment Solutions LLC151,150$3.74M2.2%+1.6%0.162%
2/13/2025Rockefeller Capital Management L.P.26,985$665K0.0%-4.9%0.029%
2/13/2025Raymond James Financial Inc.1,837,604$45.30M0.0%N/A1.969%
2/13/2025Advisory Services Network LLC61,649$1.52M0.0%N/A0.066%
2/13/2025Renaissance Technologies LLC82,061$2.02M0.0%-77.3%0.088%
2/13/2025Sumitomo Mitsui Financial Group Inc.216,240$5.33M0.1%+155.3%0.232%
2/13/2025Cerity Partners LLC475,594$11.72M0.0%N/A0.509%
2/13/2025Wedbush Securities Inc.16,047$396K0.0%+15.6%0.017%
2/13/2025Envestnet Asset Management Inc.2,826,061$69.66M0.0%+5.6%3.027%
2/13/2025Perennial Investment Advisors LLC419,106$10.33M1.2%+62.9%0.449%
2/13/2025Wells Fargo & Company MN4,211,307$103.81M0.0%+28.0%4.511%
2/12/2025Arete Wealth Advisors LLC13,951$344K0.0%-6.6%0.015%
2/12/2025World Investment Advisors12,395$306K0.0%+15.1%0.013%
2/12/2025Private Portfolio Partners LLC49,919$1.23M0.2%+3.7%0.053%
2/12/2025OLD Mission Capital LLC25,601$631K0.0%N/A0.027%
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2/12/2025National Wealth Management Group LLC11,063$273K0.2%+8.0%0.012%
2/12/2025StoneX Group Inc.162,432$4.00M0.3%+30.6%0.174%
2/12/2025OneAscent Wealth Management LLC8,888$219K0.1%-22.8%0.010%
2/12/2025Orion Portfolio Solutions LLC8,153$201K0.0%-26.2%0.009%
2/12/2025AssuredPartners Investment Advisors LLC120,510$2.97M0.6%N/A0.129%
2/12/2025JPMorgan Chase & Co.1,778,924$43.85M0.0%+42.7%1.906%
2/12/2025PKS Advisory Services LLC50,725$1.25M0.3%N/A0.054%
2/11/2025Sequent Planning LLC104,768$2.58M0.9%+1.3%0.112%
2/11/2025LPL Financial LLC11,963,596$294.90M0.1%+15.9%12.816%
2/10/2025Thrivent Financial for Lutherans262,241$6.47M0.0%-4.7%0.281%
(Data available from 1/1/2016 forward)

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UCON Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UCON shares?

During the previous two years, 327 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 298 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 62,191,233 shares in the last 24 months. This purchase volume represents approximately $1.53B in transactions.

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

Of the 161 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 13,238,053 shares in the last 24 months. This volume of shares sold represents approximately $323.85M in transactions.


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This page (NYSEARCA:UCON) was last updated on 4/15/2025 by MarketBeat.com Staff
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