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

First Trust TCW Unconstrained Plus Bond ETF logo
$24.64 -0.02 (-0.08%)
(As of 11/22/2024 ET)
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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)
195
Total
Institutional Inflows
(last 12 months)
$705.82M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$120.27M
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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
11/18/2024 Rehmann Capital Advisory Group922,269$23.21M1.5%+50.9%0.988%
11/18/2024 Arete Wealth Advisors LLC14,932$375K0.0%N/A0.016%
11/18/2024 Asset Allocation Strategies LLC26,979$678K0.2%-48.8%0.029%
11/15/2024 MML Investors Services LLC243,031$6.11M0.0%+24.3%0.260%
11/15/2024 Legacy Investment Solutions LLC148,713$3.67M2.3%N/A0.159%
11/15/2024 Orion Portfolio Solutions LLC11,048$278K0.0%N/A0.012%
11/15/2024 Kovitz Investment Group Partners LLC161,847$4.07M0.0%N/A0.173%
11/15/2024 Stifel Financial Corp424,650$10.67M0.0%-6.6%0.455%
11/15/2024 IHT Wealth Management LLC12,423$312K0.0%N/A0.013%
11/15/2024 Integrated Wealth Concepts LLC811,923$20.40M0.2%-0.9%0.870%
11/15/2024 HighTower Advisors LLC2,060,519$51.76M0.1%+2.8%2.207%
11/14/2024 Captrust Financial Advisors239,191$6.01M0.0%-4.2%0.256%
11/14/2024 Rockefeller Capital Management L.P.28,383$713K0.0%+19.6%0.030%
11/14/2024 National Wealth Management Group LLC10,239$257K0.2%-26.9%0.011%
11/14/2024 CreativeOne Wealth LLC26,783$673K0.0%+64.5%0.029%
11/13/2024 Townsquare Capital LLC17,777$447K0.0%N/A0.019%
11/13/2024 D.A. Davidson & CO.76,450$1.92M0.0%+4.8%0.082%
11/13/2024 Truvestments Capital LLC1,454$37K0.0%N/A0.002%
11/13/2024 Gentry Private Wealth LLC26,977$678K0.6%-14.6%0.029%
11/12/2024Larson Financial Group LLC849,195$21.34M1.2%-6.5%0.910%
11/12/2024 StoneX Group Inc.124,387$3.13M0.3%+69.2%0.133%
11/12/2024 WESPAC Advisors LLC57,060$1.43M1.1%+3.9%0.061%
11/12/2024 Kingsview 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%
11/12/2024 Flagstar Advisors Inc.22,528$566K0.1%+23.4%0.024%
11/12/2024 Blackhawk Capital Partners LLC.24,223$609K0.3%-17.0%0.026%
11/9/2024 LPL Financial LLC10,319,218$259.32M0.1%+27.2%11.054%
11/8/2024 Citizens Financial Group Inc. RI8,269$208K0.0%N/A0.009%
11/8/2024 Darwin Wealth Management LLC447,060$11.24M3.1%-3.8%0.479%
11/8/2024 Strategy Asset Managers LLC9,235$232K0.0%N/A0.010%
11/7/2024 Prospera Financial Services Inc324,732$8.16M0.2%+8.1%0.348%
11/7/2024 OneAscent Wealth Management LLC11,515$289K0.1%N/A0.012%
11/7/2024 Spectrum Wealth Advisory Group LLC123,972$3.12M1.7%N/A0.133%
11/7/2024 Thrivent Financial for Lutherans275,090$6.91M0.0%-54.1%0.295%
11/6/2024 OneDigital Investment Advisors LLC27,871$700K0.0%+67.4%0.030%
11/6/2024 Huntington National Bank1,155$29K0.0%+2,466.7%0.001%
11/6/2024 Oppenheimer & Co. Inc.178,616$4.49M0.1%+10.2%0.191%
11/5/2024 Aptus Capital Advisors LLC1,519,337$38.18M0.6%+29.1%1.628%
11/5/2024 First Heartland Consultants Inc.93,632$2.35M0.3%-13.2%0.100%
11/5/2024 Ashton Thomas Private Wealth LLC161,349$4.06M0.2%+8.6%0.173%
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11/5/2024 Apollon Financial LLC82,790$2.08M0.6%+3.5%0.089%
11/5/2024 Harbour Investments Inc.3,439,085$86.42M2.6%+19.8%3.684%
11/5/2024 Apollon Wealth Management LLC1,301,527$32.71M0.9%+3.5%1.394%
11/4/2024 tru Independence LLC67,884$1.71M0.5%+11.1%0.073%
11/4/2024 Legacy Capital Wealth Partners LLC71,870$1.81M0.3%+8.9%0.077%
11/4/2024 Sigma Planning Corp242,178$6.09M0.2%-3.9%0.259%
11/2/2024 Mach 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%
11/1/2024 Atria Investments Inc48,982$1.23M0.0%+101.4%0.052%
11/1/2024 Assetmark Inc.80,917$2.03M0.0%+91.8%0.087%
11/1/2024 Beckerman Institutional LLC40,895$1.03M0.9%N/A0.044%
11/1/2024 Philip James Wealth Mangement LLC503,462$12.65M1.6%+3.6%0.539%
11/1/2024 Bensler LLC886,881$22.29M2.8%+8.6%0.950%
10/31/2024 TFB Advisors LLC20,272$509K0.2%+9.7%0.022%
10/31/2024 Walkner Condon Financial Advisors LLC453,354$11.39M2.3%+94.6%0.486%
10/31/2024 Concurrent Investment Advisors LLC16,985$427K0.0%+29.1%0.018%
10/30/2024 Maia Wealth LLC22,345$553K0.1%-10.6%0.024%
10/30/2024 Ameritas Advisory Services LLC330,633$8.31M0.4%-3.7%0.354%
10/30/2024 United Advisor Group LLC64,664$1.63M0.4%+0.8%0.069%
10/30/2024 Clarity Capital Partners LLC26,006$654K0.4%+20.1%0.028%
10/29/2024 TrueWealth Advisors LLC111,307$2.80M0.9%N/A0.119%
10/29/2024 Janney Montgomery Scott LLC409,345$10.29M0.0%+3.7%0.439%
10/29/2024 Clear Creek Financial Management LLC52,657$1.32M0.1%-0.9%0.056%
10/29/2024 Chicago Partners Investment Group LLC382,375$9.47M0.3%+7.9%0.410%
10/29/2024 Farther Finance Advisors LLC39,049$981K0.0%+60.2%0.042%
10/28/2024 Creative Financial Designs Inc. ADV31,916$802K0.1%-24.6%0.034%
10/28/2024 Stephens Inc. AR8,547$215K0.0%N/A0.009%
10/28/2024 US Bancorp DE243,801$6.13M0.0%+36.5%0.261%
10/28/2024 Goldstone Financial Group LLC214,586$5.39M0.9%N/A0.230%
10/25/2024 SteelPeak Wealth LLC13,410$337K0.0%+8.1%0.014%
10/25/2024 Twin Peaks Wealth Advisors LLC222,460$5.59M2.6%+0.6%0.238%
10/25/2024 Mutual Advisors LLC148,133$3.67M0.1%-44.5%0.159%
10/25/2024 Childress Capital Advisors LLC26,500$666K0.2%-33.6%0.028%
10/25/2024 Strategic Blueprint LLC17,247$433K0.0%-4.2%0.018%
10/25/2024 Gateway Wealth Partners LLC18,283$459K0.1%N/A0.020%
10/24/2024 Financial Futures Ltd Liability Co.435,303$10.94M6.3%+5.1%0.466%
10/24/2024 Lunt Capital Management Inc.128,347$3.23M1.5%+7.9%0.137%
10/24/2024 J.W. Cole Advisors Inc.27,313$686K0.0%+5.6%0.029%
10/24/2024 Arkadios Wealth Advisors15,503$390K0.0%+12.1%0.017%
10/23/2024 Silver Oak Securities Incorporated46,659$1.17M0.1%+431.2%0.050%
10/23/2024 Ergawealth Advisors Inc.23,613$593K0.3%-26.2%0.025%
10/23/2024 Commonwealth Financial Services LLC727,319$18.29M3.6%+4.2%0.779%
10/22/2024 McAdam LLC11,001$276K0.0%-4.3%0.012%
10/22/2024 Chris Bulman Inc8,166$205K0.1%N/A0.009%
10/22/2024 Elevated Capital Advisors LLC78,209$1.97M0.5%-63.3%0.084%
10/22/2024 Private Advisor Group LLC427,125$10.73M0.1%-1.2%0.458%
10/21/2024 Vicus Capital315,785$7.94M0.7%+6.2%0.338%
10/21/2024 MBE Wealth Management LLC37,049$931K0.5%-54.5%0.040%
10/19/2024Cyndeo Wealth Partners LLC662,387$16.65M1.2%+1.3%0.710%
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10/19/2024Cedrus LLC12,089$304K0.1%+16.2%0.013%
10/18/2024Etesian Wealth Advisors Inc.364,887$9.17M4.2%+29.2%0.391%
10/18/2024Commonwealth Equity Services LLC1,351,008$33.95M0.1%+17.7%1.447%
10/18/2024Raymond James & Associates1,113,916$27.99M0.0%+84.6%1.193%
10/18/2024Stratos Wealth Advisors LLC40,331$1.01M0.0%+44.5%0.043%
10/17/2024Ellenbecker Investment Group188,410$4.74M0.9%+4.1%0.202%
10/17/2024Onyx Bridge Wealth Group LLC88,399$2.22M0.3%+6.8%0.095%
10/17/2024 TruWealth Advisors LLC715,634$17.98M1.1%+1.5%0.767%
10/16/2024 Bleakley Financial Group LLC272,826$6.86M0.2%-5.5%0.292%
10/16/2024 Global Retirement Partners LLC25,107$631K0.0%+5.3%0.027%
(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, 283 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 254 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 CFO4Life Group LLC ($1.11M).

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

Institutional investors have bought a total of 51,308,024 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 154 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), First Heartland Consultants Inc. ($679.07K), AE Wealth Management LLC ($557.64K), Creative Financial Designs Inc. ADV ($464.65K), and Arkadios Wealth Advisors ($429.73K).

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

Institutional investors have sold a total of 13,850,986 shares in the last 24 months. This volume of shares sold represents approximately $337.19M in transactions.


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This page (NYSEARCA:UCON) was last updated on 11/24/2024 by MarketBeat.com Staff
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