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

First Trust TCW Unconstrained Plus Bond ETF logo
$24.90 +0.04 (+0.16%)
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)
229
Total
Institutional Inflows
(last 12 months)
$750.63M
Number of
Institutional Sellers
(last 12 months)
170
Total
Institutional Outflows
(last 12 months)
$600.24M
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Beaumont Financial Advisors LLC110,419$2.74M0.2%-60.0%0.085%
5/5/2026Blackhawk Capital Partners LLC85,698$2.12M0.8%+19.1%0.066%
5/5/2026Gentry Private Wealth LLC15,135$375K0.2%-3.6%0.012%
5/5/2026Collaborative Wealth Managment Inc.567,904$14.07M6.5%+150.3%0.437%
5/5/2026Geneos Wealth Management Inc.635,772$15.75M0.4%+44.3%0.489%
5/5/2026SouthState Bank Corp44,566$1.10M0.1%-18.9%0.034%
5/5/2026Sanctuary Advisors LLC24,087$597K0.0%-11.7%0.019%
5/5/2026 Sigma Planning Corp52,079$1.29M0.0%-3.8%0.040%
5/5/2026 Flynn Zito Capital Management LLC9,465$234K0.1%-63.4%0.007%
5/4/2026 Retirement Planning Group LLC9,262$229K0.0%-5.5%0.007%
5/4/2026 Bleakley Financial Group LLC413,641$10.25M0.2%-0.3%0.318%
5/4/2026 HBW Advisory Services LLC409,888$10.15M1.1%+3.4%0.315%
5/4/2026 Chicago Partners Investment Group LLC510,491$12.74M0.3%+4.2%0.393%
5/2/2026 Diversify Wealth Management LLC51,928$1.29M0.0%N/A0.040%
5/1/2026 Fifth Third Bancorp62,275$1.54M0.0%N/A0.048%
5/1/2026 Darwin Wealth Management LLC416,747$10.32M3.2%+15.9%0.321%
4/30/2026 Beacon Financial Group113,083$2.80M0.3%-35.1%0.087%
4/30/2026 Kestra Advisory Services LLC506,120$12.54M0.0%-10.0%0.389%
4/30/2026 Greenwood Capital Associates LLC20,063$497K0.1%+34.8%0.015%
4/29/2026 Navalign LLC598,694$14.83M3.7%+3.2%0.461%
4/28/2026 Ascentis Independent Advisors2,230$55K0.0%N/A0.002%
4/28/2026 Walkner Condon Financial Advisors LLC740,026$18.33M2.4%+10.7%0.569%
4/28/2026 Evolution Wealth Management Inc.7,063$175K0.1%+25.3%0.005%
4/27/2026 Appalachian Capital Management Ltd359,962$8.92M7.1%+1.9%0.277%
4/27/2026 Private Advisor Group LLC526,308$13.04M0.1%+0.8%0.405%
4/27/2026 Sound Income Strategies LLC1,569$39K0.0%N/A0.001%
4/27/2026 Prasad Wealth Partners LLC398,932$9.88M2.7%+4.8%0.307%
4/25/2026 Axis Wealth Partners LLC15,022$372K0.2%+15.0%0.012%
4/24/2026 Root Financial Partners LLC2,409$60K0.0%-43.3%0.002%
4/24/2026 Wagner Wealth Management LLC1,033,196$25.59M5.2%-7.3%0.795%
4/24/2026 First Pacific Financial2,275$56K0.0%-29.3%0.002%
4/23/2026 Flagstar Advisors Inc.11,333$281K0.1%-37.1%0.009%
4/23/2026 Etesian Wealth Advisors Inc.567,078$14.05M4.5%+0.6%0.437%
4/23/2026 Asset Allocation Strategies LLC9,486$235K0.0%-7.4%0.007%
4/23/2026 Pinnacle Bancorp Inc.6,125$152K0.0%+26.0%0.005%
4/23/2026 Apollon Wealth Management LLC234,628$5.81M0.1%-29.1%0.181%
4/22/2026 Financial Futures Ltd Liability Co.12,787$317K0.1%-23.6%0.010%
4/22/2026 Janney Montgomery Scott LLC500,134$12.39M0.0%-24.0%0.385%
4/22/2026 Trilogy Capital Inc.1,480,371$36.67M1.6%+8.2%1.140%
4/22/2026 MBE Wealth Management LLC25,684$636K0.3%-38.0%0.020%
4/21/2026 Sequent Planning LLC102,503$2.54M0.6%-3.4%0.079%
4/21/2026 Fairvoy Private Wealth LLC13,040$323K0.1%-26.1%0.010%
4/20/2026 Kestra Private Wealth Services LLC802,977$19.89M0.2%+12.3%0.618%
4/18/2026 EdgeRock Capital LLC790,536$19.58M5.3%+15.9%0.609%
4/17/2026 Certified Advisory Corp312,915$7.75M0.7%-0.7%0.241%
4/17/2026 Total Clarity Wealth Management Inc.184,617$4.57M1.1%+1.3%0.142%
4/17/2026 Defined Wealth Management LLC106,438$2.64M1.5%+1.9%0.082%
4/17/2026 XML Financial LLC352,834$8.74M0.7%+12.6%0.272%
4/16/2026 Tactive Advisors LLC206,438$5.11M1.4%+21.7%0.159%
4/16/2026 Park National Corp OH9,535$236K0.0%-97.2%0.007%
3/17/2026Rockefeller Capital Management L.P.69,625$1.75M0.0%+29.6%0.055%
3/4/2026Rehmann Capital Advisory Group416,420$10.48M0.5%-2.8%0.326%
3/4/2026SHP Wealth Management19,639$494K0.0%N/A0.015%
2/26/2026TD Capital Management LLC1,899$48K0.0%N/A0.001%
2/19/2026Claris Financial LLC8,946$225K0.1%N/A0.007%
2/19/2026 Axxcess Wealth Management LLC352,225$8.87M0.1%N/A0.276%
2/18/2026Skyview Financial Group LLC27,883$702K0.7%N/A0.022%
2/18/2026NewEdge Advisors LLC191,618$4.82M0.0%-11.7%0.150%
2/18/2026VestGen Advisors LLC17,764$447K0.0%-71.7%0.014%
2/18/2026Maia Wealth LLC17,364$439K0.1%-5.7%0.014%
2/18/2026Asset One Wealth Management LLC36,526$918K0.1%N/A0.029%
2/17/2026 Appalachian Capital Management Ltd353,364$8.89M7.1%N/A0.277%
2/17/2026Cetera Investment Advisers1,348,108$33.93M0.0%+0.3%1.056%
2/17/2026Equitable Holdings Inc.490,698$12.35M0.1%+10.1%0.384%
2/17/2026Kovack Advisors Inc.19,554$492K0.0%N/A0.015%
2/17/2026Regal Investment Advisors LLC10,036$253K0.0%N/A0.008%
2/17/2026Osaic Holdings Inc.2,030,044$51.10M0.1%+4.0%1.590%
2/17/2026Advisory Services Network LLC114,050$2.87M0.0%-5.0%0.089%
2/17/2026 Private Advisor Group LLC522,056$13.14M0.1%+15.9%0.409%
2/17/2026Captrust Financial Advisors373,976$9.41M0.0%-11.5%0.293%
2/17/2026&PARTNERS389,364$9.80M0.1%-0.5%0.305%
2/17/2026Royal Bank of Canada3,800,088$95.65M0.0%+4.1%2.977%
2/16/2026 MML Investors Services LLC836,203$21.05M0.1%+100.8%0.655%
2/16/2026Mariner LLC470,713$11.85M0.0%+1.9%0.369%
2/16/2026Focus Partners Wealth957,587$24.05M0.0%+7.3%0.750%
2/16/2026Arax Advisory Partners29,947$754K0.0%N/A0.023%
2/16/2026Aptus Capital Advisors LLC1,302,870$32.79M0.2%+318.7%1.021%
2/13/2026 Kestra Advisory Services LLC562,490$14.16M0.1%+5.0%0.441%
2/13/2026Visionary Wealth Advisors675,628$17.01M0.8%+6.8%0.529%
2/13/2026Stifel Financial Corp1,579,101$39.75M0.0%+4.0%1.237%
2/13/2026Smartleaf Asset Management LLC479,763$12.10M0.5%N/A0.376%
2/13/2026Morgan Stanley8,336,565$209.83M0.0%+6.6%6.531%
2/13/2026Focused Alpha LLC144,382$3.63M1.1%N/A0.113%
2/13/2026Integrated Wealth Concepts LLC273,051$6.87M0.1%-71.2%0.214%
2/13/2026 Golden State Wealth Management LLC195,273$4.92M0.5%+19.3%0.153%
2/13/2026Wells Fargo & Company MN6,230,550$156.82M0.0%+4.8%4.881%
2/13/2026 Asset Allocation Strategies LLC10,240$258K0.0%-18.6%0.008%
2/13/2026Summit Financial LLC52,892$1.33M0.0%+7.6%0.041%
2/12/2026Financial Engines Advisors L.L.C.12,617$318K0.0%-71.1%0.010%
2/12/2026Triumph Capital Management7,600$191K0.0%N/A0.006%
2/12/2026 Commonwealth Equity Services LLC1,244,379$31.32M0.0%+29.6%0.975%
2/12/2026StoneX Group Inc.99,194$2.50M0.1%-37.0%0.078%
2/12/2026Renaissance Technologies LLC28,400$715K0.0%-92.8%0.022%
2/12/2026Wagner Wealth Management Corp83,526$2.10M2.1%N/A0.065%
2/12/2026 Titleist Asset Management LLC9,701$244K0.0%+6.8%0.008%
2/12/2026Steward Partners Investment Advisory LLC286,283$7.21M0.0%+2.0%0.224%
2/12/2026 Wedbush Securities Inc.162,915$4.10M0.1%+1,012.9%0.128%
2/12/2026Betterment LLC26,414$665K0.0%+8.9%0.021%
2/12/2026Principal Securities Inc.22,960$578K0.0%+17.8%0.018%
2/12/2026Kovack Advisors Inc.19,553$492K0.0%N/A0.015%


UCON Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UCON shares?

During the previous two years, 367 institutional investors and hedge funds held shares of First Trust TCW Unconstrained Plus Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($306.07M), Morgan Stanley ($209.83M), Wells Fargo & Company MN ($156.82M), Ameriprise Financial Inc. ($100.69M), Bank of America Corp DE ($95.69M), Royal Bank of Canada ($95.65M), and Harbour Investments Inc. ($89.65M).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 337 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 ($6.91M), Raymond James Financial Inc. ($4.09M), Ameriprise Financial Inc. ($1.95M), Harbour Investments Inc. ($1.92M), Aptus Capital Advisors LLC ($1.69M), Christopher J. Hasenberg Inc ($1.58M), and Trilogy Capital Inc. ($1.48M).

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

Institutional investors have bought a total of 29,997,036 shares in the last 24 months. This purchase volume represents approximately $750.63M in transactions.

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

Of the 169 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 ($1.56M), Wagner Wealth Management LLC ($1.49M), Harbour Investments Inc. ($1.31M), Christopher J. Hasenberg Inc ($1.27M), Morling Financial Advisors LLC ($1.26M), JPMorgan Chase & Co. ($913.54K), and Park National Corp OH ($874.79K).

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

Institutional investors have sold a total of 24,048,130 shares in the last 24 months. This volume of shares sold represents approximately $600.24M in transactions.


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This page (NYSEARCA:UCON) was last updated on 5/5/2026 by MarketBeat.com Staff.
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