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

First Trust TCW Unconstrained Plus Bond ETF logo
$24.68 -0.01 (-0.04%)
As of 01/17/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON)

Number of
Institutional Buyers
(last 12 months)
199
Total
Institutional Inflows
(last 12 months)
$674.44M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$138.76M
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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
1/17/2025 Veracity Capital LLC14,284$352K0.1%N/A0.015%
1/17/2025 Mutual Advisors LLC12,568$310K0.0%-91.5%0.013%
1/17/2025 Janney Montgomery Scott LLC327,625$8.08M0.0%-20.0%0.351%
1/17/2025 XML Financial LLC316,235$7.80M0.7%+5.5%0.339%
1/17/2025 Beaumont Financial Advisors LLC300,169$7.40M0.6%+5.8%0.322%
1/17/2025 Octavia Wealth Advisors LLC17,542$432K0.1%-8.9%0.019%
1/16/2025 McCarthy & Cox343,269$8.46M2.9%N/A0.368%
1/16/2025 RiverTree Advisors LLC74,163$1.83M1.2%N/A0.079%
1/15/2025 TruWealth Advisors LLC721,532$17.79M1.1%+0.8%0.773%
1/15/2025 Ameritas Advisory Services LLC314,947$7.76M0.3%-4.7%0.337%
1/15/2025 Arkadios Wealth Advisors14,719$363K0.0%-5.1%0.016%
1/15/2025 TrueWealth Advisors LLC157,731$3.89M1.3%+41.7%0.169%
1/15/2025 Grant GrossMendelsohn LLC11,386$281K0.1%-14.5%0.012%
1/15/2025 Householder Group Estate & Retirement Specialist LLC47,424$1.17M0.9%+23,851.5%0.051%
1/15/2025 First Pacific Financial331,739$8.18M1.9%-0.6%0.355%
1/15/2025 Goldstone Financial Group LLC290,514$7.16M1.1%+35.4%0.311%
1/15/2025 Certified Advisory Corp358,304$8.83M1.0%+5.3%0.384%
1/15/2025 Fermata Advisors LLC9,485$234K0.0%-7.8%0.010%
1/15/2025 Inspirion Wealth Advisors LLC24,318$598K0.1%+3.4%0.026%
1/14/2025 Pinnacle Bancorp Inc.1,816$45K0.0%N/A0.002%
1/14/2025 Redhawk Wealth Advisors Inc.167,024$4.12M0.6%+1.7%0.179%
1/14/2025 Christopher J. Hasenberg Inc150,002$3.70M1.5%-65.4%0.161%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.2,680$66K0.0%+20.9%0.003%
1/14/2025 Quad Cities Investment Group LLC9,129$225K0.1%N/A0.010%
1/14/2025 Capital CS Group LLC86,580$2.13M2.8%+9.1%0.093%
1/14/2025 GSG Advisors LLC241,136$5.94M1.9%+1.8%0.258%
1/13/2025 Columbia Advisory Partners LLC55,801$1.38M1.3%+11.6%0.060%
1/13/2025 Ellenbecker Investment Group103,120$2.54M0.5%-45.3%0.110%
1/13/2025 Elevated Capital Advisors LLC8,696$214K0.1%-88.9%0.009%
1/13/2025 Brookstone Capital Management16,543$408K0.0%+27.0%0.018%
1/13/2025 Boyce & Associates Wealth Consulting Inc.418,970$10.33M10.4%+9.5%0.449%
1/13/2025 EWG Elevate Inc.62,001$1.53M0.5%+5.3%0.066%
1/10/2025 HBW Advisory Services LLC25,616$631K0.1%+160.7%0.027%
1/8/2025 Private Client Services LLC48,594$1.20M0.6%-20.5%0.052%
1/8/2025 Park National Corp OH843,002$20.78M0.8%+18.2%0.903%
1/6/2025 O Connor Financial Group LLC215,537$5.31M2.8%+5.0%0.231%
12/26/2024JPMorgan Chase & Co.1,246,222$31.32M0.0%+133.0%1.335%
12/13/2024B. Riley Wealth Advisors Inc.17,363$437K0.0%-80.4%0.019%
11/25/2024Synovus Financial Corp38,148$959K0.0%+122.8%0.041%
11/25/2024World Investment Advisors LLC10,766$271K0.0%+28.1%0.012%
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11/25/2024Sanctuary Advisors LLC14,636$361K0.0%+13.0%0.016%
11/18/2024Rehmann Capital Advisory Group922,269$23.21M1.5%+50.9%0.988%
11/18/2024Arete Wealth Advisors LLC14,932$375K0.0%N/A0.016%
11/18/2024Asset Allocation Strategies LLC26,979$678K0.2%-48.8%0.029%
11/15/2024MML Investors Services LLC243,031$6.11M0.0%+24.3%0.260%
11/15/2024Legacy Investment Solutions LLC148,713$3.67M2.3%N/A0.159%
11/15/2024Orion Portfolio Solutions LLC11,048$278K0.0%N/A0.012%
11/15/2024Kovitz Investment Group Partners LLC161,847$4.07M0.0%N/A0.173%
11/15/2024Stifel Financial Corp424,650$10.67M0.0%-6.6%0.455%
11/15/2024IHT Wealth Management LLC12,423$312K0.0%N/A0.013%
11/15/2024Integrated Wealth Concepts LLC811,923$20.40M0.2%-0.9%0.870%
11/15/2024HighTower Advisors LLC2,060,519$51.76M0.1%+2.8%2.207%
11/14/2024Captrust Financial Advisors239,191$6.01M0.0%-4.2%0.256%
11/14/2024Rockefeller Capital Management L.P.28,383$713K0.0%+19.6%0.030%
11/14/2024National Wealth Management Group LLC10,239$257K0.2%-26.9%0.011%
11/14/2024CreativeOne Wealth LLC26,783$673K0.0%+64.5%0.029%
11/13/2024Townsquare Capital LLC17,777$447K0.0%N/A0.019%
11/13/2024D.A. Davidson & CO.76,450$1.92M0.0%+4.8%0.082%
11/13/2024Truvestments Capital LLC1,454$37K0.0%N/A0.002%
11/13/2024Gentry Private Wealth LLC26,977$678K0.6%-14.6%0.029%
11/12/2024Larson Financial Group LLC849,195$21.34M1.2%-6.5%0.910%
11/12/2024StoneX Group Inc.124,387$3.13M0.3%+69.2%0.133%
11/12/2024WESPAC Advisors LLC57,060$1.43M1.1%+3.9%0.061%
11/12/2024Kingsview Wealth Management LLC125,233$3.15M0.1%+64.0%0.134%
11/12/2024 Certified Advisory Corp340,296$8.55M0.9%+24.1%0.365%
11/12/2024Flagstar Advisors Inc.22,528$566K0.1%+23.4%0.024%
11/12/2024Blackhawk Capital Partners LLC.24,223$609K0.3%-17.0%0.026%
11/9/2024LPL Financial LLC10,319,218$259.32M0.1%+27.2%11.054%
11/8/2024Citizens Financial Group Inc. RI8,269$208K0.0%N/A0.009%
11/8/2024Darwin Wealth Management LLC447,060$11.24M3.1%-3.8%0.479%
11/8/2024Strategy Asset Managers LLC9,235$232K0.0%N/A0.010%
11/7/2024Prospera Financial Services Inc324,732$8.16M0.2%+8.1%0.348%
11/7/2024OneAscent Wealth Management LLC11,515$289K0.1%N/A0.012%
11/7/2024Spectrum Wealth Advisory Group LLC123,972$3.12M1.7%N/A0.133%
11/7/2024Thrivent Financial for Lutherans275,090$6.91M0.0%-54.1%0.295%
11/6/2024OneDigital Investment Advisors LLC27,871$700K0.0%+67.4%0.030%
11/6/2024Huntington National Bank1,155$29K0.0%+2,466.7%0.001%
11/6/2024Oppenheimer & Co. Inc.178,616$4.49M0.1%+10.2%0.191%
11/5/2024Aptus Capital Advisors LLC1,519,337$38.18M0.6%+29.1%1.628%
11/5/2024First Heartland Consultants Inc.93,632$2.35M0.3%-13.2%0.100%
11/5/2024Ashton Thomas Private Wealth LLC161,349$4.06M0.2%+8.6%0.173%
11/5/2024Apollon Financial LLC82,790$2.08M0.6%+3.5%0.089%
11/5/2024Harbour Investments Inc.3,439,085$86.42M2.6%+19.8%3.684%
11/5/2024Apollon Wealth Management LLC1,301,527$32.71M0.9%+3.5%1.394%
11/4/2024tru Independence LLC67,884$1.71M0.5%+11.1%0.073%
11/4/2024Legacy Capital Wealth Partners LLC71,870$1.81M0.3%+8.9%0.077%
11/4/2024Sigma Planning Corp242,178$6.09M0.2%-3.9%0.259%
11/2/2024Mach 1 Financial Group LLC295,282$7.42M4.6%+13.4%0.316%
11/2/2024 XML Financial LLC299,625$7.53M0.7%+0.5%0.321%
11/1/2024 GSG Advisors LLC236,885$5.96M2.0%+1.4%0.254%
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11/1/2024Atria Investments Inc48,982$1.23M0.0%+101.4%0.052%
11/1/2024Assetmark Inc.80,917$2.03M0.0%+91.8%0.087%
11/1/2024Beckerman Institutional LLC40,895$1.03M0.9%N/A0.044%
11/1/2024Philip James Wealth Mangement LLC503,462$12.65M1.6%+3.6%0.539%
11/1/2024Bensler LLC886,881$22.29M2.8%+8.6%0.950%
10/31/2024TFB Advisors LLC20,272$509K0.2%+9.7%0.022%
10/31/2024Walkner Condon Financial Advisors LLC453,354$11.39M2.3%+94.6%0.486%
10/31/2024Concurrent Investment Advisors LLC16,985$427K0.0%+29.1%0.018%
10/30/2024Maia Wealth LLC22,345$553K0.1%-10.6%0.024%
10/30/2024 Ameritas Advisory Services LLC330,633$8.31M0.4%-3.7%0.354%
(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, 287 institutional investors and hedge funds held shares of First Trust TCW Unconstrained Plus Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($259.32M), UBS Group AG ($109.66M), Harbour Investments Inc. ($86.42M), Envestnet Asset Management Inc. ($53.11M), HighTower Advisors LLC ($51.76M), Royal Bank of Canada ($44.83M), and Wagner Wealth Management LLC ($43.02M).Learn more on UCON's institutional investors.

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

Of the 259 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 ($4.78M), UBS Group AG ($3.03M), Harbour Investments Inc. ($1.95M), EdgeRock Capital LLC ($1.44M), Larson Financial Group LLC ($1.12M), Osaic Holdings Inc. ($1.12M), and Raymond James & Associates ($1.07M).

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

Institutional investors have bought a total of 51,227,574 shares in the last 24 months. This purchase volume represents approximately $1.25B in transactions.

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

Of the 156 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 ($1.11M), Connectus Wealth LLC ($1.11M), HBK Sorce Advisory LLC ($821.24K), AE Wealth Management LLC ($557.64K), First Heartland Consultants Inc. ($505.57K), Creative Financial Designs Inc. ADV ($464.65K), 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 14,356,123 shares in the last 24 months. This volume of shares sold represents approximately $349.82M in transactions.


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This page (NYSEARCA:UCON) was last updated on 1/21/2025 by MarketBeat.com Staff
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