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

First Trust TCW Unconstrained Plus Bond ETF logo
$24.77 -0.03 (-0.12%)
As of 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)
263
Total
Institutional Inflows
(last 12 months)
$1.10B
Number of
Institutional Sellers
(last 12 months)
133
Total
Institutional Outflows
(last 12 months)
$270.94M
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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
7/8/2025Goldstone Financial Group LLC287,618$7.15M0.9%-2.0%0.242%
7/8/2025NBC Securities Inc.51,887$1.29M0.1%+7.8%0.044%
7/8/2025GK 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%
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%
5/28/2025GK Wealth Management LLC15,040$372K0.4%-2.9%0.012%
5/21/2025McAdam 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%
5/16/2025Goldman Sachs Group Inc.46,038$1.14M0.0%N/A0.036%
5/16/2025Legacy Wealth Managment LLC ID127,726$3.16M2.2%-15.5%0.100%
5/16/2025Tolleson Wealth Management Inc.284,223$7.04M1.4%-9.2%0.223%
5/16/2025National Wealth Management Group LLC10,357$256K0.2%-6.4%0.008%
5/16/2025NewEdge Advisors LLC403,003$9.97M0.1%+13.9%0.317%
5/16/2025Integrated Wealth Concepts LLC810,689$20.07M0.2%+0.9%0.637%
5/16/2025AlTi Global Inc.66,420$1.64M0.0%N/A0.052%
5/15/2025Royal Bank of Canada3,819,312$94.53M0.0%+19.3%3.001%
5/15/2025Betterment LLC9,840$244K0.0%N/A0.008%
5/15/2025Spectrum Wealth Advisory Group LLC380,873$9.43M4.5%+86.3%0.299%
5/15/2025Baird Financial Group Inc.283,012$7.01M0.0%+3.4%0.222%
5/15/2025OLD Mission Capital LLC223,951$5.54M0.1%+774.8%0.176%
5/14/2025PKS Advisory Services LLC49,557$1.23M0.4%-2.3%0.039%
5/14/2025WCG Wealth Advisors LLC206,977$5.12M0.4%N/A0.163%
5/14/2025Jane Street Group LLC676,882$16.75M0.0%+1,040.1%0.532%
5/14/2025Comerica Bank103,324$2.56M0.0%+4.5%0.081%
5/14/2025Synovus Financial Corp40,694$1.01M0.0%-2.5%0.032%
5/14/2025Kestra Advisory Services LLC522,238$12.93M0.1%+8.7%0.410%
5/14/2025Ameriprise Financial Inc.2,541,142$62.91M0.0%-18.3%1.997%
5/14/2025TFB Advisors LLC17,016$421K0.1%-17.7%0.013%
5/14/2025Capital Analysts LLC32,435$803K0.0%+3,153.3%0.025%
5/14/2025Sumitomo Mitsui Financial Group Inc.210,426$5.21M0.1%-2.7%0.165%
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5/14/2025GSG Advisors LLC251,032$6.19M2.0%+4.1%0.197%
5/13/2025Aptus Capital Advisors LLC305,272$7.56M0.1%-83.6%0.240%
5/13/2025Elequin Capital LP273,102$6.76M0.8%N/A0.215%
5/13/2025Steward Partners Investment Advisory LLC279,301$6.91M0.1%-29.0%0.219%
5/13/2025Raymond James Financial Inc.1,962,746$48.58M0.0%+6.8%1.542%
5/13/2025Kovitz Investment Group Partners LLC153,622$3.80M0.0%-4.4%0.121%
5/13/2025HighTower Advisors LLC2,242,464$55.50M0.1%+4.7%1.762%
5/12/2025Maia Wealth LLC20,648$507K0.1%-2.5%0.016%
5/12/2025SouthState Corp73,929$1.83M0.1%N/A0.058%
5/12/2025Berger Financial Group Inc26,391$653K0.0%+78.3%0.021%
5/12/2025Townsquare Capital LLC15,530$384K0.0%-6.7%0.012%
5/12/2025Savvy Advisors Inc.20,048$496K0.0%N/A0.016%
5/9/2025Chicago Partners Investment Group LLC459,067$11.34M0.4%+14.9%0.348%
5/9/2025Commonwealth Financial Services LLC714,275$17.68M3.6%-1.9%0.541%
5/9/2025Atria Wealth Solutions Inc.154,710$3.83M0.0%+7.2%0.117%
5/9/2025Earned Wealth Advisors LLC236,711$5.86M1.3%N/A0.179%
5/9/2025Commonwealth Equity Services LLC2,047,805$50.68M0.1%+43.0%1.550%
5/8/2025US Bancorp DE268,787$6.65M0.0%+6.1%0.203%
5/8/2025Harbour Investments Inc.3,333,946$82.52M2.4%-16.1%2.524%
5/8/2025Collaborative Wealth Managment Inc.28,833$714K0.3%+39.5%0.022%
5/8/2025Entruity Wealth LLC212,161$5.25M4.9%+4.2%0.161%
5/8/2025SlateStone Wealth LLC416,183$10.30M1.0%-4.2%0.315%
5/8/2025Arkadios Wealth Advisors11,414$282K0.0%-22.5%0.009%
5/8/2025Geneos Wealth Management Inc.668,669$16.55M0.4%+168.6%0.506%
5/7/2025Indie Asset Partners LLC16,840$417K0.4%-18.3%0.013%
5/7/2025LPL Financial LLC12,416,312$307.30M0.1%+3.8%9.399%
5/7/2025First Heartland Consultants Inc.931,294$23.05M2.4%+54.7%0.705%
5/6/2025Assetmark Inc.14,366$356K0.0%-83.5%0.011%
5/6/2025Cetera Investment Advisers1,263,415$31.27M0.1%+1.0%0.956%
5/6/2025Avantax Advisory Services Inc.233,140$5.77M0.0%-16.1%0.176%
5/6/2025Brookwood Investment Group LLC705,196$17.45M3.0%N/A0.534%
5/6/2025Morling Financial Advisors LLC1,270,289$31.44M10.8%+6.2%0.962%
5/6/2025Holistic Financial Partners219,590$5.44M2.6%+55.7%0.166%
5/6/2025AE Wealth Management LLC5,925$147K0.0%-83.4%0.004%
5/6/2025Flynn Zito Capital Management LLC23,700$587K0.3%+3.6%0.018%
5/6/2025PFG Advisors270,892$6.71M0.4%+13.7%0.205%
5/6/2025Fagan Associates Inc.355,263$8.79M1.5%+5.2%0.269%
5/5/2025OneAscent Wealth Management LLC8,153$202K0.1%-8.3%0.006%
5/5/2025Lunt Capital Management Inc.255,614$6.33M2.3%+13.6%0.194%
5/5/2025J.W. Cole Advisors Inc.52,650$1.30M0.0%+61.1%0.040%
5/5/2025IFP Advisors Inc834,619$20.66M0.6%-31.4%0.632%
5/5/2025Kestra Private Wealth Services LLC702,985$17.40M0.3%+5.7%0.532%
5/5/2025Impact Partnership Wealth LLC28,429$704K0.2%+74.1%0.022%
5/5/2025Beckerman Institutional LLC41,184$1.02M0.7%-10.3%0.031%
5/5/2025Csenge Advisory Group1,184,468$29.16M1.6%+0.9%0.897%
5/5/2025Private Advisor Group LLC472,204$11.69M0.1%+6.9%0.357%
5/5/2025Migdal Insurance & Financial Holdings Ltd.4,080$101K0.0%N/A0.003%
5/2/2025Kingsview Wealth Management LLC435,864$10.79M0.2%+182.3%0.330%
5/2/2025Legacy Capital Wealth Partners LLC51,038$1.26M0.3%-25.5%0.039%
5/2/2025Larson Financial Group LLC733,481$18.15M0.9%-6.6%0.555%
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5/2/2025Boyce & Associates Wealth Consulting Inc.437,245$10.82M10.8%+4.4%0.331%
5/2/2025Apollon Financial LLC34,450$853K0.2%-61.9%0.026%
5/2/2025Apollon Wealth Management LLC447,681$11.08M0.2%-67.5%0.339%
5/2/2025Sigma Planning Corp251,356$6.22M0.2%+5.4%0.190%
5/2/2025Signaturefd LLC5,400$134K0.0%-9.4%0.004%
5/1/2025Bleakley Financial Group LLC270,430$6.69M0.2%+3.7%0.205%
5/1/2025CWM LLC55,681$1.38M0.0%-4.8%0.042%
5/1/2025Q3 Asset Management21,700$537K0.4%-24.2%0.016%
5/1/2025Northwest Capital Management Inc47,229$1.17M0.5%-4.1%0.036%
5/1/2025Acorn Wealth Advisors LLC34,981$866K0.4%+9.0%0.026%
(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, 335 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 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 310 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 44,505,886 shares in the last 24 months. This purchase volume represents approximately $1.10B in transactions.

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

Of the 133 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), Apollon Wealth Management LLC ($931.13K), Harbour Investments Inc. ($641.42K), Ameriprise Financial Inc. ($569.77K), First Heartland Consultants Inc. ($495.60K), Arkadios Wealth Advisors ($423.46K), and IFP Advisors Inc ($382.20K).

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

Institutional investors have sold a total of 10,952,327 shares in the last 24 months. This volume of shares sold represents approximately $270.94M in transactions.


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This page (NYSEARCA:UCON) was last updated on 7/8/2025 by MarketBeat.com Staff
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