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

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$24.18
-0.04 (-0.17%)
(As of 04/24/2024 ET)
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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)
164
Total
Institutional Inflows
(last 12 months)
$600.21M
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$182.73M
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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
4/25/2024Cambridge Investment Research Advisors Inc.619,255$15.23M0.1%+33.5%0.674%
4/24/2024Lee Financial Group Hawaii Inc.237,029$5.83M4.6%+0.9%0.258%
4/24/2024Simplicity Wealth LLC297,895$7.33M0.2%N/A0.324%
4/24/2024Childress Capital Advisors LLC71,000$1.75M0.5%-12.5%0.077%
4/24/2024First Pacific Financial345,580$8.50M2.4%-0.8%0.376%
4/23/2024 Lunt Capital Management Inc.114,420$2.82M1.4%+17.2%0.125%
4/23/2024 Twin Peaks Wealth Advisors LLC217,374$5.35M3.0%+2.9%0.237%
4/23/2024 McAdam LLC11,412$281K0.0%-7.7%0.012%
4/23/2024 Strategic Blueprint LLC19,585$482K0.0%-20.9%0.021%
4/23/2024 Raymond James Financial Services Advisors Inc.204,198$5.02M0.0%+158.4%0.222%
4/22/2024 Raymond James & Associates455,215$11.20M0.0%+35.1%0.496%
4/22/2024 Edge Financial Advisors LLC23,449$577K0.5%N/A0.026%
4/22/2024Ashton Thomas Private Wealth LLC125,461$3.09M0.2%+160.4%0.137%
4/19/2024 Advisor Resource Council45,771$1.13M0.5%-65.3%0.050%
4/18/2024 tru Independence LLC58,059$1.43M0.4%-31.3%0.063%
4/18/2024 SteelPeak Wealth LLC13,247$326K0.0%-25.5%0.014%
4/17/2024 Vicus Capital296,675$7.30M0.7%+5.9%0.323%
4/15/2024 Janiczek Wealth Management LLC563,795$13.87M3.0%+1.4%0.614%
4/15/2024 Elevated Capital Advisors LLC212,451$5.23M1.5%+7.1%0.231%
4/15/2024 CIC Wealth LLC14,271$351K0.1%-11.5%0.016%
4/15/2024 Flagstar Advisors Inc.16,644$409K0.1%-27.6%0.018%
4/15/2024 Etesian Wealth Advisors Inc.259,739$6.39M3.7%+8.3%0.283%
4/15/2024 Columbia Advisory Partners LLC28,048$690K0.7%+133.1%0.031%
4/13/2024 Inspirion Wealth Advisors LLC22,048$542K0.1%-29.0%0.037%
4/12/2024 Dynamic Advisor Solutions LLC644,443$15.85M0.5%+7.1%1.071%
4/12/2024 Fermata Advisors LLC208,773$5.14M1.2%N/A0.347%
4/12/2024 Navalign LLC473,251$11.64M3.9%+141.0%0.787%
4/11/2024 GSG Advisors LLC230,961$5.67M2.1%+11.2%0.384%
4/11/2024 O Connor Financial Group LLC186,396$4.59M2.7%+8.6%0.310%
4/11/2024 Capital CS Group LLC74,746$1.84M1.7%+30.2%0.124%
4/10/2024 BKA Wealth Consulting Inc.212,716$5.23M6.8%+42.3%0.354%
4/9/2024 Ellenbecker Investment Group167,281$4.12M0.9%+13.9%0.278%
4/5/2024 NBC Securities Inc.39,014$959K0.1%+2.7%0.065%
4/1/2024 Park National Corp OH598,259$14.72M0.6%+21.0%0.995%
3/15/2024B. Riley Wealth Advisors Inc.23,558$583K0.0%+72.2%0.039%
3/1/2024Creekmur Asset Management LLC10,360$256K0.1%N/A0.017%
2/23/2024Chicago Partners Investment Group LLC326,162$8.00M0.4%+19.0%0.542%
2/23/2024Beacon Financial Group268,578$6.65M0.8%+102.1%0.447%
2/16/2024Childress Capital Advisors LLC81,116$2.01M0.6%-13.1%0.135%
2/16/2024Harbour Investments Inc.2,394,458$59.24M2.5%+14.9%3.981%
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2/16/2024United Advisor Group LLC23,458$584K0.7%N/A0.039%
2/15/2024Comerica Bank44,253$1.10M0.0%+8.9%0.074%
2/14/2024Visionary Wealth Advisors846,312$20.94M1.5%-21.4%1.407%
2/14/2024Regal Investment Advisors LLC361,766$8.95M0.7%-1.4%0.601%
2/14/2024XML Financial LLC291,693$7.22M0.8%+4.6%0.485%
2/14/2024Asset Allocation Strategies LLC50,843$1.26M0.5%N/A0.085%
2/13/2024Cetera Advisor Networks LLC455,106$11.26M0.1%-2.9%0.757%
2/13/2024Oppenheimer & Co. Inc.163,967$4.06M0.1%+8.7%0.273%
2/12/2024Madison Asset Management LLC206,829$5.12M0.1%-4.7%0.344%
2/12/2024StoneX Group Inc.111,288$2.75M0.3%+7.0%0.185%
2/12/2024Stifel Financial Corp368,552$9.12M0.0%+81.0%0.613%
2/12/2024Steward Partners Investment Advisory LLC300,256$7.43M0.1%-3.5%0.499%
2/12/2024Pine Valley Investments Ltd Liability Co92,108$2.28M0.2%+12.8%0.153%
2/9/2024HCR Wealth Advisors19,616$485K0.1%N/A0.033%
2/9/2024US Bancorp DE143,110$3.54M0.0%+2,782.4%0.238%
2/9/2024Cambridge Investment Research Advisors Inc.463,738$11.47M0.0%+4.5%0.771%
2/9/2024BlackDiamond Wealth Management LLC108,302$2.66M2.0%-10.0%0.180%
2/9/2024Certified Advisory Corp205,051$5.07M0.8%+1.4%0.341%
2/9/2024Assetmark Inc.67,798$1.68M0.0%+6.5%0.113%
2/9/2024UBS Group AG4,432,546$109.66M0.0%+166.3%7.369%
2/8/2024Financial Advocates Investment Management316,316$7.83M0.5%-26.2%0.526%
2/8/2024First Heartland Consultants Inc.240,029$5.94M0.7%-2.7%0.399%
2/8/2024Kingsview Wealth Management LLC55,442$1.37M0.0%+53.0%0.092%
2/8/2024Janney Montgomery Scott LLC347,816$8.61M0.0%+43.2%0.578%
2/8/2024Fagan Associates Inc.23,175$573K0.1%+47.1%0.039%
2/7/2024Avantax Advisory Services Inc.123,809$3.06M0.0%+1,238.9%0.206%
2/7/2024Envestnet Portfolio Solutions Inc.79,295$1.96M0.0%+258.7%0.132%
2/7/2024 NBC Securities Inc.37,996$940K0.1%+1.9%0.063%
2/7/2024Principal Securities Inc.21,432$530K0.0%N/A0.036%
2/7/2024Darwin Wealth Management LLC503,203$12.45M3.4%-8.1%0.837%
2/6/2024EdgeRock Capital LLC839,368$20.72M15.2%N/A1.395%
2/6/2024N.E.W. Advisory Services LLC237,714$5.88M0.7%+84.7%0.395%
2/6/2024Apollon Wealth Management LLC884,037$21.87M0.8%+53.9%1.470%
2/6/2024Private Advisor Group LLC326,285$8.07M0.1%+0.6%0.542%
2/6/2024Spire Wealth Management1,202$30K0.0%-61.3%0.002%
2/6/2024Fi3 FINANCIAL ADVISORS LLC27,984$692K0.3%N/A0.047%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC97,644$2.42M0.1%-3.4%0.162%
2/5/2024Mach 1 Financial Group LLC223,225$5.52M2.1%-45.0%0.371%
2/5/2024Kestra Private Wealth Services LLC10,254$254K0.0%-21.9%0.017%
2/5/2024 McAdam LLC12,367$306K0.0%-10.5%0.021%
2/5/2024 Mather Group LLC.253,928$6.28M0.1%+10.0%0.422%
2/5/2024Silver Oak Securities Incorporated20,295$502K0.1%+1,461.2%0.034%
2/5/2024Legacy Capital Wealth Partners LLC58,057$1.44M0.4%-2.8%0.097%
2/5/2024Pitti Group Wealth Management LLC348,616$8.63M9.4%-6.4%0.580%
2/2/2024Truist Financial Corp1,038,914$25.70M0.0%+61.1%1.727%
2/2/2024Atria Wealth Solutions Inc.59,680$1.48M0.0%-3.6%0.099%
2/2/2024 BKA Wealth Consulting Inc.149,486$3.70M5.4%+3.8%0.249%
2/1/2024Millington Financial Advisors LLC8,181$202K0.2%-6.9%0.014%
2/1/2024 Ellenbecker Investment Group146,806$3.63M0.8%+0.4%0.244%
2/1/2024SlateStone Wealth LLC506,792$12.54M1.6%+0.6%0.843%
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2/1/2024National Wealth Management Group LLC10,559$261K0.3%N/A0.018%
2/1/2024Larson Financial Group LLC1,085,657$26.86M2.3%-2.8%1.805%
2/1/2024Capital Investment Advisory Services LLC48,399$1.20M0.1%+3.7%0.080%
2/1/2024 Northwest Capital Management Inc83,081$2.06M0.7%-5.1%0.138%
2/1/2024Sigma Planning Corp154,210$3.82M0.3%-54.8%0.256%
2/1/2024 CWM LLC83,379$2.06M0.0%-4.9%0.139%
2/1/2024 Vicus Capital280,076$6.93M0.7%-2.4%0.466%
1/31/2024Beaumont Financial Advisors LLC262,345$6.49M0.6%-6.3%0.436%
1/31/2024Western Wealth Management LLC283,299$7.01M0.5%+6.4%0.471%
1/31/2024Flynn Zito Capital Management LLC9,396$232K0.2%N/A0.016%
(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, 252 institutional investors and hedge funds held shares of First Trust TCW Unconstrained Plus Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($135.52M), UBS Group AG ($109.66M), Harbour Investments Inc. ($59.24M), Royal Bank of Canada ($44.83M), Bank of America Corp DE ($41.24M), Osaic Holdings Inc. ($32.25M), and Envestnet Asset Management Inc. ($30.37M).Learn more on UCON's institutional investors.

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

Of the 232 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: UBS Group AG ($3.46M), LPL Financial LLC ($1.86M), EdgeRock Capital LLC ($1.43M), Connectus Wealth LLC ($1.37M), Envestnet Asset Management Inc. ($1.33M), Harbour Investments Inc. ($1.20M), and Visionary Wealth Advisors ($1.18M).

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

Institutional investors have bought a total of 49,523,626 shares in the last 24 months. This purchase volume represents approximately $1.21B in transactions.

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

Of the 144 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: Connectus Wealth LLC ($1.11M), CFO4Life Group LLC ($1.05M), HBK Sorce Advisory LLC ($821.24K), Envestnet Asset Management Inc. ($763.70K), AE Wealth Management LLC ($680.82K), First Trust Advisors LP ($539.78K), and Cambridge Investment Research Advisors Inc. ($458.97K).

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

Institutional investors have sold a total of 14,079,248 shares in the last 24 months. This volume of shares sold represents approximately $341.56M in transactions.


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This page (NYSEARCA:UCON) was last updated on 4/25/2024 by MarketBeat.com Staff

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