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

First Trust TCW Unconstrained Plus Bond ETF logo
$24.53 +0.02 (+0.08%)
As of 05/23/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
265
Total
Institutional Inflows
(last 12 months)
$1.10B
Number of
Institutional Sellers
(last 12 months)
129
Total
Institutional Outflows
(last 12 months)
$261.86M
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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
5/21/2025 McAdam LLC10,713$265K0.0%-13.8%0.008%
5/21/2025 Geneos Wealth Management Inc.262,139$6.49M0.2%+5.3%0.206%
5/20/2025 Focus Partners Wealth656,600$16.25M0.0%-5.5%0.516%
5/20/2025 Integrity Alliance LLC.22,795$564K0.0%N/A0.018%
5/19/2025 Jane Street Group LLC596,382$14.76M0.0%+904.5%0.469%
5/16/2025 Arete Wealth Advisors LLC11,564$286K0.0%-17.1%0.009%
5/16/2025 Ashton Thomas Private Wealth LLC142,384$3.52M0.1%-11.7%0.112%
5/16/2025 Goldman Sachs Group Inc.46,038$1.14M0.0%N/A0.036%
5/16/2025 Legacy Wealth Managment LLC ID127,726$3.16M2.2%-15.5%0.100%
5/16/2025 Tolleson Wealth Management Inc.284,223$7.04M1.4%-9.2%0.223%
5/16/2025 National Wealth Management Group LLC10,357$256K0.2%-6.4%0.008%
5/16/2025 NewEdge Advisors LLC403,003$9.97M0.1%+13.9%0.317%
5/16/2025 Integrated Wealth Concepts LLC810,689$20.07M0.2%+0.9%0.637%
5/16/2025 AlTi Global Inc.66,420$1.64M0.0%N/A0.052%
5/15/2025 Royal Bank of Canada3,819,312$94.53M0.0%+19.3%3.001%
5/15/2025 Betterment LLC9,840$244K0.0%N/A0.008%
5/15/2025 Spectrum Wealth Advisory Group LLC380,873$9.43M4.5%+86.3%0.299%
5/15/2025 Baird Financial Group Inc.283,012$7.01M0.0%+3.4%0.222%
5/15/2025 OLD Mission Capital LLC223,951$5.54M0.1%+774.8%0.176%
5/14/2025 PKS Advisory Services LLC49,557$1.23M0.4%-2.3%0.039%
5/14/2025 WCG Wealth Advisors LLC206,977$5.12M0.4%N/A0.163%
5/14/2025 Jane Street Group LLC676,882$16.75M0.0%+1,040.1%0.532%
5/14/2025 Comerica Bank103,324$2.56M0.0%+4.5%0.081%
5/14/2025 Synovus Financial Corp40,694$1.01M0.0%-2.5%0.032%
5/14/2025 Kestra Advisory Services LLC522,238$12.93M0.1%+8.7%0.410%
5/14/2025 Ameriprise Financial Inc.2,541,142$62.91M0.0%-18.3%1.997%
5/14/2025 TFB Advisors LLC17,016$421K0.1%-17.7%0.013%
5/14/2025 Capital Analysts LLC32,435$803K0.0%+3,153.3%0.025%
5/14/2025 Sumitomo Mitsui Financial Group Inc.210,426$5.21M0.1%-2.7%0.165%
5/14/2025 GSG Advisors LLC251,032$6.19M2.0%+4.1%0.197%
5/13/2025 Aptus Capital Advisors LLC305,272$7.56M0.1%-83.6%0.240%
5/13/2025 Elequin Capital LP273,102$6.76M0.8%N/A0.215%
5/13/2025 Steward Partners Investment Advisory LLC279,301$6.91M0.1%-29.0%0.219%
5/13/2025 Raymond James Financial Inc.1,962,746$48.58M0.0%+6.8%1.542%
5/13/2025 Kovitz Investment Group Partners LLC153,622$3.80M0.0%-4.4%0.121%
5/13/2025 HighTower Advisors LLC2,242,464$55.50M0.1%+4.7%1.762%
5/12/2025 Maia Wealth LLC20,648$507K0.1%-2.5%0.016%
5/12/2025 SouthState Corp73,929$1.83M0.1%N/A0.058%
5/12/2025 Berger Financial Group Inc26,391$653K0.0%+78.3%0.021%
5/12/2025 Townsquare Capital LLC15,530$384K0.0%-6.7%0.012%
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5/12/2025 Savvy Advisors Inc.20,048$496K0.0%N/A0.016%
5/9/2025 Chicago Partners Investment Group LLC459,067$11.34M0.4%+14.9%0.348%
5/9/2025 Commonwealth Financial Services LLC714,275$17.68M3.6%-1.9%0.541%
5/9/2025 Atria Wealth Solutions Inc.154,710$3.83M0.0%+7.2%0.117%
5/9/2025 Earned Wealth Advisors LLC236,711$5.86M1.3%N/A0.179%
5/9/2025 Commonwealth Equity Services LLC2,047,805$50.68M0.1%+43.0%1.550%
5/8/2025 US Bancorp DE268,787$6.65M0.0%+6.1%0.203%
5/8/2025 Harbour Investments Inc.3,333,946$82.52M2.4%-16.1%2.524%
5/8/2025 Collaborative Wealth Managment Inc.28,833$714K0.3%+39.5%0.022%
5/8/2025 Entruity Wealth LLC212,161$5.25M4.9%+4.2%0.161%
5/8/2025 SlateStone Wealth LLC416,183$10.30M1.0%-4.2%0.315%
5/8/2025 Arkadios Wealth Advisors11,414$282K0.0%-22.5%0.009%
5/8/2025 Geneos Wealth Management Inc.668,669$16.55M0.4%+168.6%0.506%
5/7/2025 Indie Asset Partners LLC16,840$417K0.4%-18.3%0.013%
5/7/2025 LPL Financial LLC12,416,312$307.30M0.1%+3.8%9.399%
5/7/2025 First Heartland Consultants Inc.931,294$23.05M2.4%+54.7%0.705%
5/6/2025 Assetmark Inc.14,366$356K0.0%-83.5%0.011%
5/6/2025 Cetera Investment Advisers1,263,415$31.27M0.1%+1.0%0.956%
5/6/2025 Avantax Advisory Services Inc.233,140$5.77M0.0%-16.1%0.176%
5/6/2025 Brookwood Investment Group LLC705,196$17.45M3.0%N/A0.534%
5/6/2025 Morling Financial Advisors LLC1,270,289$31.44M10.8%+6.2%0.962%
5/6/2025 Holistic Financial Partners219,590$5.44M2.6%+55.7%0.166%
5/6/2025 AE Wealth Management LLC5,925$147K0.0%-83.4%0.004%
5/6/2025 Flynn Zito Capital Management LLC23,700$587K0.3%+3.6%0.018%
5/6/2025 PFG Advisors270,892$6.71M0.4%+13.7%0.205%
5/6/2025 Fagan Associates Inc.355,263$8.79M1.5%+5.2%0.269%
5/5/2025 OneAscent Wealth Management LLC8,153$202K0.1%-8.3%0.006%
5/5/2025 Lunt Capital Management Inc.255,614$6.33M2.3%+13.6%0.194%
5/5/2025 J.W. Cole Advisors Inc.52,650$1.30M0.0%+61.1%0.040%
5/5/2025 IFP Advisors Inc834,619$20.66M0.6%-31.4%0.632%
5/5/2025 Kestra Private Wealth Services LLC702,985$17.40M0.3%+5.7%0.532%
5/5/2025 Impact Partnership Wealth LLC28,429$704K0.2%+74.1%0.022%
5/5/2025 Beckerman Institutional LLC41,184$1.02M0.7%-10.3%0.031%
5/5/2025 Csenge Advisory Group1,184,468$29.16M1.6%+0.9%0.897%
5/5/2025 Private Advisor Group LLC472,204$11.69M0.1%+6.9%0.357%
5/5/2025 Migdal Insurance & Financial Holdings Ltd.4,080$101K0.0%N/A0.003%
5/2/2025 Kingsview Wealth Management LLC435,864$10.79M0.2%+182.3%0.330%
5/2/2025 Legacy Capital Wealth Partners LLC51,038$1.26M0.3%-25.5%0.039%
5/2/2025 Larson Financial Group LLC733,481$18.15M0.9%-6.6%0.555%
5/2/2025 Boyce & Associates Wealth Consulting Inc.437,245$10.82M10.8%+4.4%0.331%
5/2/2025 Apollon Financial LLC34,450$853K0.2%-61.9%0.026%
5/2/2025 Apollon Wealth Management LLC447,681$11.08M0.2%-67.5%0.339%
5/2/2025 Sigma Planning Corp251,356$6.22M0.2%+5.4%0.190%
5/2/2025 Signaturefd LLC5,400$134K0.0%-9.4%0.004%
5/1/2025 Bleakley Financial Group LLC270,430$6.69M0.2%+3.7%0.205%
5/1/2025 CWM LLC55,681$1.38M0.0%-4.8%0.042%
5/1/2025 Q3 Asset Management21,700$537K0.4%-24.2%0.016%
5/1/2025 Northwest Capital Management Inc47,229$1.17M0.5%-4.1%0.036%
5/1/2025 Acorn Wealth Advisors LLC34,981$866K0.4%+9.0%0.026%
5/1/2025 Fifth Third Securities Inc.106,558$2.64M0.2%-3.6%0.081%
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5/1/2025 Park Square Financial Group LLC97,567$2.42M1.9%-23.8%0.074%
5/1/2025 Gateway Wealth Partners LLC8,912$221K0.0%-15.4%0.007%
4/30/2025 Christopher J. Hasenberg Inc1,298,325$32.15M13.3%+765.5%0.983%
4/30/2025 Cerity Partners LLC480,500$11.89M0.0%+1.0%0.364%
4/30/2025 tru Independence LLC15,921$394K0.1%-76.4%0.012%
4/30/2025 Moloney Securities Asset Management LLC8,259$204K0.0%N/A0.006%
4/30/2025 Rehmann Capital Advisory Group1,108,175$27.43M1.7%+13.8%0.839%
4/30/2025 Stratos Wealth Partners LTD.47,732$1.18M0.0%-4.9%0.036%
4/30/2025 Stratos Wealth Advisors LLC138,585$3.43M0.2%+122.5%0.105%
4/30/2025 Stratos Investment Management LLC172,200$4.26M0.2%N/A0.130%
(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, 333 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. ($82.52M), and Envestnet Asset Management Inc. ($67.86M).Learn more on UCON's institutional investors.

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

Of the 310 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 ($5.76M), 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 67,274,105 shares in the last 24 months. This purchase volume represents approximately $1.66B in transactions.

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

Of the 175 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: Aptus Capital Advisors LLC ($1.55M), Apollon Wealth Management LLC ($931.13K), HBK Sorce Advisory LLC ($786.24K), Harbour Investments Inc. ($641.42K), AE Wealth Management LLC ($587.39K), Ameriprise Financial Inc. ($569.77K), and First Heartland Consultants Inc. ($502.24K).

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

Institutional investors have sold a total of 16,242,472 shares in the last 24 months. This volume of shares sold represents approximately $399.48M in transactions.



This page (NYSEARCA:UCON) was last updated on 5/24/2025 by MarketBeat.com Staff
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