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

First Trust TCW Unconstrained Plus Bond ETF logo
$24.94 +0.11 (+0.44%)
Closing price 08/22/2025 04:10 PM Eastern
Extended Trading
$24.96 +0.01 (+0.06%)
As of 08/22/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
264
Total
Institutional Inflows
(last 12 months)
$1.02B
Number of
Institutional Sellers
(last 12 months)
175
Total
Institutional Outflows
(last 12 months)
$525.27M
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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
8/19/2025 B. Riley Wealth Advisors Inc.32,261$803K0.0%N/A0.027%
8/19/2025 Advisory Services Network LLC117,571$2.92M0.0%+38.8%0.099%
8/18/2025 Tactive Advisors LLC87,881$2.19M0.7%N/A0.074%
8/18/2025 Geneos Wealth Management Inc.663,387$16.51M0.4%+153.1%0.557%
8/15/2025 First Heartland Consultants Inc.1,041,178$25.92M2.3%+11.8%0.874%
8/15/2025 Asset Allocation Strategies LLC15,260$380K0.1%-18.6%0.013%
8/15/2025 Puff Wealth Management LLC78,557$1.96M0.7%-5.1%0.066%
8/15/2025 Equitable Holdings Inc.386,294$9.62M0.1%-4.5%0.324%
8/15/2025 Captrust Financial Advisors447,389$11.14M0.0%+95.5%0.375%
8/15/2025 Keel Point LLC202,658$5.04M0.3%-0.2%0.170%
8/15/2025 Visionary Wealth Advisors638,582$15.89M0.8%+10.2%0.536%
8/15/2025 Two Sigma Securities LLC15,996$398K0.0%-44.8%0.013%
8/15/2025 Tolleson Wealth Management Inc.328,915$8.19M1.4%+15.7%0.276%
8/15/2025 Snowden Capital Advisors LLC61,926$1.54M0.0%-2.0%0.052%
8/15/2025 MML Investors Services LLC362,234$9.02M0.0%+1.6%0.304%
8/15/2025 Bank of America Corp DE3,739,437$93.08M0.0%-10.8%3.138%
8/15/2025 Ameriprise Financial Inc.2,757,884$68.62M0.0%+8.5%2.315%
8/14/2025 CLG LLC35,276$878K0.3%-45.6%0.030%
8/14/2025 Jane Street Group LLC571,257$14.22M0.0%-4.2%0.479%
8/14/2025 Raymond James Financial Inc.1,943,922$48.38M0.0%-1.0%1.631%
8/14/2025 Darwin Wealth Management LLC353,683$8.80M3.0%N/A0.297%
8/14/2025 Betterment LLC18,529$461K0.0%+88.3%0.016%
8/14/2025 NewEdge Advisors LLC432,079$10.75M0.1%+7.2%0.363%
8/14/2025 Stonehaven Wealth & Tax Solutions LLC245,652$6.11M6.0%+3.2%0.206%
8/14/2025 Acorn Wealth Advisors LLC44,162$1.10M0.4%+26.2%0.037%
8/14/2025 BlackDiamond Wealth Management LLC161,576$4.02M2.3%-2.0%0.136%
8/14/2025 Cerity Partners LLC462,516$11.51M0.0%-3.7%0.388%
8/13/2025 StoneX Group Inc.160,468$3.99M0.2%-5.7%0.135%
8/13/2025 Cresset Asset Management LLC9,018$224K0.0%+9.2%0.008%
8/13/2025 Baird Financial Group Inc.275,756$6.86M0.0%-2.6%0.231%
8/13/2025 Twin Peaks Wealth Advisors LLC221,001$5.51M1.8%+0.6%0.185%
8/13/2025 WCG Wealth Advisors LLC225,734$5.62M0.4%+9.1%0.189%
8/13/2025 Holos Integrated Wealth LLC529,816$13.20M8.0%-1.2%0.445%
8/13/2025 VestGen Advisors LLC55,264$1.38M0.1%-11.5%0.046%
8/13/2025 Millington Financial Advisors LLC8,482$210K0.1%-8.5%0.007%
8/13/2025 Lido Advisors LLC66,051$1.64M0.0%-6.9%0.055%
8/13/2025 Legacy Capital Wealth Partners LLC48,029$1.20M0.3%-5.9%0.040%
8/13/2025 Northwestern Mutual Wealth Management Co.4,588$114K0.0%+2,289.6%0.004%
8/12/2025 J.W. Cole Advisors Inc.66,177$1.65M0.0%+25.7%0.056%
8/12/2025 SlateStone Wealth LLC384,965$9.58M0.9%-7.5%0.323%
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8/12/2025 Spectrum Wealth Advisory Group LLC683,331$17.01M7.9%+79.4%0.574%
8/12/2025 Steward Partners Investment Advisory LLC275,478$6.86M0.1%-1.4%0.231%
8/12/2025 Global Retirement Partners LLC25,987$647K0.0%N/A0.022%
8/12/2025 Titleist Asset Management LLC8,195$204K0.0%N/A0.007%
8/12/2025 Entruity Wealth LLC225,970$5.62M4.8%+6.5%0.190%
8/12/2025 JPMorgan Chase & Co.1,610,565$40.09M0.0%-19.4%1.352%
8/12/2025 PKS Advisory Services LLC72,278$1.80M0.4%+45.8%0.061%
8/11/2025 Morling Financial Advisors LLC16,869$420K0.1%-98.7%0.014%
8/11/2025 Perennial Investment Advisors LLC189,612$4.72M0.5%-64.2%0.159%
8/11/2025 United Advisor Group LLC33,589$836K0.1%-3.7%0.028%
8/11/2025 Chiron Capital Management LLC13,162$328K0.3%-23.3%0.011%
8/11/2025 Western Wealth Management LLC387,317$9.64M0.6%+1.4%0.325%
8/8/2025 Rockefeller Capital Management L.P.53,635$1.34M0.0%+4.1%0.045%
8/8/2025 Kingsview Wealth Management LLC432,123$10.76M0.2%-0.9%0.363%
8/8/2025 Collaborative Wealth Managment Inc.74,379$1.85M0.8%+158.0%0.062%
8/8/2025 Avantax Advisory Services Inc.239,994$5.97M0.0%+2.9%0.201%
8/8/2025 Cetera Investment Advisers1,215,267$30.25M0.1%-3.8%1.020%
8/8/2025 Good Life Advisors LLC364,676$9.08M0.6%+10.7%0.306%
8/7/2025 PFG Advisors288,901$7.19M0.2%+6.6%0.242%
8/6/2025 Prospera Financial Services Inc149,890$3.73M0.1%-70.2%0.126%
8/6/2025 Bensler LLC957,606$23.84M2.7%+12.7%0.804%
8/6/2025 AE Wealth Management LLC4,058$101K0.0%-31.5%0.003%
8/6/2025 Legacy Wealth Managment LLC ID276,854$6.89M3.6%+116.8%0.232%
8/6/2025 Walkner Condon Financial Advisors LLC467,120$11.63M2.1%-4.6%0.392%
8/6/2025 Savant Capital LLC44,122$1.10M0.0%-15.2%0.037%
8/6/2025 Golden State Wealth Management LLC136,313$3.39M0.4%+12.1%0.114%
8/6/2025 Fairway Financial LLC123,185$3.07M2.6%-1.6%0.103%
8/6/2025 SouthState Corp70,319$1.75M0.1%-4.9%0.059%
8/6/2025 Horan Securities Inc.20,416$508K0.2%+3.3%0.017%
8/6/2025 Csenge Advisory Group1,246,483$30.80M1.6%+5.2%1.046%
8/6/2025 Stonebridge Financial Planning Group LLC60,645$1.51M0.6%+37.3%0.051%
8/5/2025 Beckerman Institutional LLC15,007$374K0.2%-63.6%0.013%
8/5/2025 GPS Wealth Strategies Group LLC132,105$3.29M0.4%-23.2%0.111%
8/5/2025 Holistic Financial Partners351,966$8.76M3.8%+60.3%0.295%
8/5/2025 Bank of Montreal Can1,673$42K0.0%N/A0.001%
8/5/2025 Sigma Planning Corp120,619$3.00M0.1%-52.0%0.101%
8/5/2025 Navalign LLC546,058$13.59M3.7%-4.9%0.458%
8/4/2025 Integrity Alliance LLC.10,273$256K0.0%-54.9%0.009%
8/4/2025 Creative Financial Designs Inc. ADV20,654$514K0.0%+8.7%0.017%
8/4/2025 Creekmur Asset Management LLC3,987$99K0.0%+365.8%0.003%
8/4/2025 Earned Wealth Advisors LLC323,256$8.05M1.6%+36.6%0.271%
8/4/2025 Tradewinds LLC.14,969$373K0.3%N/A0.013%
8/4/2025 Impact Partnership Wealth LLC33,184$826K0.2%+16.7%0.028%
8/4/2025 Atria Investments Inc21,808$543K0.0%-93.3%0.018%
8/4/2025 Savvy Advisors Inc.15,103$376K0.0%-24.7%0.013%
8/4/2025 Assetmark Inc.13,029$324K0.0%-9.3%0.011%
8/4/2025 Spire Wealth Management5,606$140K0.0%+10.6%0.005%
8/4/2025 Arkadios Wealth Advisors34,530$859K0.0%+202.5%0.029%
8/4/2025 Flagship Harbor Advisors LLC161,679$4.02M0.2%+55.5%0.136%
8/4/2025 Econ Financial Services Corp110,817$2.76M1.4%-4.6%0.093%
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8/4/2025 Mayflower Financial Advisors LLC8,705$217K0.0%-35.3%0.007%
8/1/2025 Transcend Capital Advisors LLC48,031$1.20M0.1%N/A0.040%
8/1/2025 Brookwood Investment Group LLC17,273$430K0.1%-97.6%0.014%
8/1/2025 Ashton Thomas Private Wealth LLC137,710$3.43M0.1%-3.3%0.116%
8/1/2025 Envestnet Asset Management Inc.2,208,213$54.96M0.0%-19.5%1.853%
8/1/2025 Chilton 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%
(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, 346 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), UBS Group AG ($109.66M), Wells Fargo & Company MN ($103.81M), Royal Bank of Canada ($94.53M), Bank of America Corp DE ($93.08M), Ameriprise Financial Inc. ($68.62M), and Harbour Investments Inc. ($66.33M).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 320 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 ($1.40M), 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 41,310,926 shares in the last 24 months. This purchase volume represents approximately $1.02B in transactions.

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

Of the 175 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), Morling Financial Advisors LLC ($1.25M), Apollon Wealth Management LLC ($1.03M), and Brookwood Investment Group LLC ($687.92K).

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

Institutional investors have sold a total of 21,144,661 shares in the last 24 months. This volume of shares sold represents approximately $525.27M in transactions.


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This page (NYSEARCA:UCON) was last updated on 8/24/2025 by MarketBeat.com Staff
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