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

First Trust TCW Unconstrained Plus Bond ETF logo
$24.95 +0.12 (+0.48%)
Closing price 08/1/2025 04:10 PM Eastern
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$24.94 0.00 (-0.02%)
As of 08/1/2025 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)
262
Total
Institutional Inflows
(last 12 months)
$1.06B
Number of
Institutional Sellers
(last 12 months)
145
Total
Institutional Outflows
(last 12 months)
$435.89M
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UCON Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Transcend Capital Advisors LLC48,031$1.20M0.1%N/A0.040%
8/1/2025Brookwood Investment Group LLC17,273$430K0.1%-97.6%0.014%
8/1/2025Ashton Thomas Private Wealth LLC137,710$3.43M0.1%-3.3%0.116%
8/1/2025Envestnet Asset Management Inc.2,208,213$54.96M0.0%-19.5%1.853%
8/1/2025Chilton Capital Management LLC3,295$82K0.0%N/A0.003%
7/30/2025 Bleakley Financial Group LLC280,562$6.98M0.2%+3.7%0.235%
7/30/2025 Rehmann Capital Advisory Group430,203$10.71M0.6%-61.2%0.361%
7/30/2025 TFB Advisors LLC15,798$393K0.1%-7.2%0.013%
7/30/2025 Onyx Bridge Wealth Group LLC12,186$303K0.0%+21.0%0.010%
7/30/2025 Brookstone Capital Management19,747$492K0.0%+2.6%0.017%
7/30/2025 Chokshi & Queen Wealth Advisors Inc12,367$308K0.2%+16.8%0.010%
7/30/2025 Retirement Planning Group LLC57,423$1.43M0.1%-53.5%0.048%
7/30/2025 D.A. Davidson & CO.86,930$2.16M0.0%-20.9%0.073%
7/29/2025 Chicago Partners Investment Group LLC470,634$11.68M0.3%+2.5%0.395%
7/29/2025 Financial Futures Ltd Liability Co.54,763$1.36M0.7%-87.2%0.046%
7/29/2025 Huntleigh Advisors Inc.15,932$397K0.1%+16.8%0.013%
7/29/2025 AssuredPartners Investment Advisors LLC45,250$1.13M0.3%-63.9%0.038%
7/29/2025 Stratos Wealth Advisors LLC34,727$864K0.0%-74.9%0.029%
7/29/2025 Private Trust Co. NA9,568$238K0.0%+9.3%0.008%
7/29/2025 Stratos Investment Management LLC221,271$5.51M0.3%+28.5%0.186%
7/28/2025 Uptick Partners LLC16,662$415K0.1%+7.7%0.014%
7/28/2025 Harbour Investments Inc.2,664,732$66.33M1.7%-20.1%2.236%
7/28/2025 RFG Advisory LLC33,399$831K0.0%N/A0.028%
7/25/2025 Northwest Capital Management Inc28,574$711K0.4%-39.5%0.024%
7/25/2025 Atria Wealth Solutions Inc.97,646$2.43M0.1%-36.9%0.082%
7/25/2025 Envestnet Portfolio Solutions Inc.240,141$5.98M0.0%+6.6%0.202%
7/25/2025 Total Clarity Wealth Management Inc.196,457$4.89M1.4%-7.0%0.165%
7/25/2025 MGO One Seven LLC16,797$418K0.0%+5.0%0.014%
7/25/2025 Commonwealth Financial Services LLC692,946$17.25M3.3%-3.0%0.582%
7/25/2025 CWM LLC113,226$2.82M0.0%+103.3%0.095%
7/25/2025 Wealth Advisory Team LLC314,692$7.83M7.3%N/A0.264%
7/25/2025 Concurrent Investment Advisors LLC27,319$680K0.0%+45.1%0.023%
7/25/2025 Apollon Wealth Management LLC353,222$8.79M0.2%-21.1%0.296%
7/24/2025 Cyndeo Wealth Partners LLC743,443$18.50M1.1%+1.0%0.624%
7/24/2025 Etesian Wealth Advisors Inc.507,151$12.62M4.7%+11.1%0.426%
7/24/2025 IFP Advisors Inc948,605$23.61M0.7%+13.7%0.796%
7/24/2025 Live Oak Investment Partners296,599$7.38M5.7%N/A0.250%
7/24/2025 US Bancorp DE302,651$7.53M0.0%+12.6%0.255%
7/24/2025 Columbia Advisory Partners LLC54,186$1.35M1.0%-4.5%0.046%
7/23/2025 Clear Creek Financial Management LLC41,119$1.02M0.1%-6.3%0.035%
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7/23/2025 RiverTree Advisors LLC8,699$217K0.1%-40.8%0.007%
7/23/2025 Prasad Wealth Partners LLC330,503$8.23M2.4%-26.0%0.278%
7/23/2025 Gentry Private Wealth LLC20,988$522K0.4%-10.5%0.018%
7/23/2025 SteelPeak Wealth LLC11,736$292K0.0%-7.5%0.010%
7/22/2025 Ergawealth Advisors Inc.12,731$317K0.1%-3.6%0.011%
7/22/2025 Berger Financial Group Inc25,325$630K0.0%-4.0%0.021%
7/21/2025 Ameritas Advisory Services LLC166,175$4.14M0.2%-49.0%0.140%
7/21/2025 DHJJ Financial Advisors Ltd.8,932$222K0.1%-14.0%0.008%
7/18/2025 Philip James Wealth Mangement LLC319,333$7.95M1.0%+0.5%0.269%
7/18/2025 Vicus Capital17,159$427K0.0%-94.7%0.014%
7/18/2025 First Pacific Financial3,396$85K0.0%-98.9%0.003%
7/18/2025 Truist Financial Corp1,899,046$47.27M0.1%+2.8%1.601%
7/17/2025 HCR Wealth Advisors29,818$742K0.1%+147.4%0.025%
7/17/2025 Janney Montgomery Scott LLC395,267$9.84M0.0%+40.4%0.333%
7/17/2025 Fifth Third Securities Inc.100,567$2.50M0.2%-5.6%0.085%
7/17/2025 Wagner Wealth Management LLC805,495$20.05M4.6%-63.7%0.678%
7/16/2025 Beaumont Financial Advisors LLC290,312$7.23M0.5%-4.7%0.244%
7/16/2025 EdgeRock Capital LLC656,393$16.34M5.2%-3.9%0.552%
7/16/2025 MBE Wealth Management LLC43,830$1.09M0.5%-62.9%0.037%
7/16/2025 Perigon Wealth Management LLC16,733$416K0.0%N/A0.014%
7/15/2025 McAdam LLC10,148$253K0.0%-5.3%0.009%
7/15/2025 Total Wealth Planning LLC17,605$438K0.1%+7.3%0.015%
7/15/2025 Mather Group LLC.289,129$7.20M0.1%+0.8%0.243%
7/15/2025 McCarthy & Cox53,731$1.34M0.4%-92.7%0.045%
7/15/2025 tru Independence LLC13,765$343K0.1%-13.5%0.012%
7/15/2025 Boyce & Associates Wealth Consulting Inc.425,129$10.58M9.7%-2.8%0.358%
7/15/2025 Maseco LLP1,647$41K0.0%N/A0.001%
7/15/2025 Axis Wealth Partners LLC12,067$300K0.2%+4.2%0.010%
7/14/2025 Chris Bulman Inc18,130$451K0.3%+2.8%0.015%
7/14/2025 Capital CS Group LLC90,199$2.25M3.6%-7.2%0.076%
7/14/2025 Iams Wealth Management LLC16,773$417K0.2%-14.2%0.014%
7/14/2025 Flagstar Advisors Inc.23,110$575K0.2%-3.5%0.019%
7/11/2025 Farther Finance Advisors LLC111,560$2.78M0.1%-8.5%0.094%
7/10/2025 Redhawk Wealth Advisors Inc.189,841$4.73M0.6%-35.7%0.160%
7/10/2025 Wealth Enhancement Advisory Services LLC17,332$431K0.0%-30.0%0.015%
7/9/2025 Dynamic Advisor Solutions LLC936,102$23.30M0.7%+1.5%0.788%
7/9/2025 Defined Wealth Management LLC104,676$2.61M1.6%+3.4%0.088%
7/9/2025 GSG Advisors LLC248,414$6.18M1.8%-1.0%0.209%
7/9/2025 Balefire LLC22,134$551K0.1%N/A0.019%
7/9/2025 Inspirion Wealth Advisors LLC18,907$471K0.1%-5.3%0.016%
7/9/2025 Christopher J. Hasenberg Inc30,926$770K0.3%-97.6%0.026%
7/9/2025 Beacon Financial Group219,131$5.45M0.6%-9.7%0.184%
7/8/2025 Goldstone Financial Group LLC287,618$7.15M0.9%-2.0%0.242%
7/8/2025 NBC Securities Inc.51,887$1.29M0.1%+7.8%0.044%
7/8/2025 GK Wealth Management LLC13,198$328K0.3%-14.1%0.011%
7/7/2025 Nova Wealth Management Inc.341,226$8.49M6.2%-26.7%0.287%
7/7/2025 TruWealth Advisors LLC731,742$18.21M1.0%+0.1%0.616%
7/3/2025 TrueWealth Advisors LLC236,886$5.90M1.7%+18.7%0.198%
7/2/2025 HBW Advisory Services LLC389,311$9.69M1.2%+776.4%0.325%
7/1/2025 Park National Corp OH743,574$18.51M0.6%-15.9%0.621%
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6/27/2025Goldman Sachs Group Inc.46,038$1.14M0.0%N/A0.038%
5/29/2025 Nova Wealth Management Inc.465,219$11.51M9.9%-16.5%0.366%
5/28/2025 GK Wealth Management LLC15,040$372K0.4%-2.9%0.012%
5/21/2025 McAdam LLC10,713$265K0.0%-13.8%0.008%
5/21/2025Geneos Wealth Management Inc.262,139$6.49M0.2%+5.3%0.206%
5/20/2025Focus Partners Wealth656,600$16.25M0.0%-5.5%0.516%
5/20/2025Integrity Alliance LLC.22,795$564K0.0%N/A0.018%
5/19/2025Jane Street Group LLC596,382$14.76M0.0%+904.5%0.469%
5/16/2025Arete Wealth Advisors LLC11,564$286K0.0%-17.1%0.009%
5/16/2025Ashton Thomas Private Wealth LLC142,384$3.52M0.1%-11.7%0.112%
(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, 340 institutional investors and hedge funds held shares of First Trust TCW Unconstrained Plus Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($307.30M), Bank of America Corp DE ($118.99M), UBS Group AG ($109.66M), Wells Fargo & Company MN ($103.81M), Royal Bank of Canada ($94.53M), Harbour Investments Inc. ($66.33M), and Ameriprise Financial Inc. ($62.91M).Learn more on First Trust TCW Unconstrained Plus Bond ETF's institutional investors.

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

Of the 316 institutional investors that purchased First Trust TCW Unconstrained Plus Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($5.76M), Raymond James Financial Inc. ($3.80M), UBS Group AG ($2.77M), Harbour Investments Inc. ($1.68M), Christopher J. Hasenberg Inc ($1.58M), Commonwealth Equity Services LLC ($1.41M), and Aptus Capital Advisors LLC ($1.37M).

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

Institutional investors have bought a total of 42,985,341 shares in the last 24 months. This purchase volume represents approximately $1.06B in transactions.

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

Of the 145 institutional investors that sold First Trust TCW Unconstrained Plus Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Aptus Capital Advisors LLC ($1.55M), Christopher J. Hasenberg Inc ($1.55M), Wagner Wealth Management LLC ($1.41M), Harbour Investments Inc. ($1.31M), Apollon Wealth Management LLC ($1.03M), Brookwood Investment Group LLC ($687.92K), and McCarthy & Cox ($687.22K).

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

Institutional investors have sold a total of 17,554,725 shares in the last 24 months. This volume of shares sold represents approximately $435.89M in transactions.



This page (NYSEARCA:UCON) was last updated on 8/2/2025 by MarketBeat.com Staff
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