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

First Trust TCW Unconstrained Plus Bond ETF logo
$24.78 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
218
Total
Institutional Inflows
(last 12 months)
$658.64M
Number of
Institutional Sellers
(last 12 months)
160
Total
Institutional Outflows
(last 12 months)
$526.10M
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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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Western Wealth Management LLC497,721$12.33M0.5%+14.5%0.383%
5/19/2026 NewEdge Advisors LLC209,095$5.18M0.1%+9.1%0.161%
5/19/2026 Bank of America Corp DE3,833,580$94.96M0.0%-3.1%2.950%
5/19/2026 Centaurus Financial Inc.37,647$933K0.0%+119.9%0.029%
5/19/2026 Arkadios Wealth Advisors1,062,860$26.33M0.4%+3,132.6%0.818%
5/18/2026 Royal Bank of Canada4,003,535$99.17M0.0%+5.4%3.081%
5/15/2026 Gateway Wealth Partners LLC690,142$17.10M0.7%+121.8%0.531%
5/15/2026 Waverly Advisors LLC13,786$341K0.0%+21.1%0.011%
5/14/2026 Renaissance Technologies LLC18,200$451K0.0%-35.9%0.014%
5/14/2026 CLG LLC31,702$785K0.2%-6.6%0.024%
5/14/2026 Lido Advisors LLC35,710$885K0.0%-38.4%0.027%
5/13/2026 Cetera Investment Advisers1,436,630$35.59M0.0%+6.6%1.106%
5/13/2026 GSG Advisors LLC251,136$6.22M1.6%+0.2%0.193%
5/7/2026 Legacy Wealth Managment LLC ID27,575$683K0.3%-61.9%0.021%
5/7/2026 Earned Wealth Advisors LLC637,190$15.78M1.1%+11.3%0.490%
5/7/2026 Commonwealth Financial Services LLC765,621$18.96M3.0%+7.9%0.589%
5/7/2026 Balefire LLC33,578$832K0.2%+2.4%0.026%
5/7/2026 Spartan Wealth Advisory Services LLC626,701$15.52M1.4%N/A0.482%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC6,356$157K0.0%+14.0%0.005%
5/6/2026 Morling Financial Advisors LLC12,082$299K0.1%-4.1%0.009%
5/6/2026 Assetmark Inc.11,367$282K0.0%-8.9%0.009%
5/6/2026 SteelPeak Wealth LLC12,449$308K0.0%+8.6%0.010%
5/6/2026 Independent Financial Group LLC46,669$1.16M0.0%N/A0.036%
5/6/2026 Gaddis Premier Wealth Advisors LLC243,498$6.03M4.4%+3.7%0.187%
5/5/2026 D.A. Davidson & CO.118,774$2.94M0.0%+20.5%0.091%
5/5/2026 Beaumont Financial Advisors LLC110,419$2.74M0.2%-60.0%0.085%
5/5/2026 Blackhawk Capital Partners LLC85,698$2.12M0.8%+19.1%0.066%
5/5/2026 Gentry Private Wealth LLC15,135$375K0.2%-3.6%0.012%
5/5/2026 Collaborative Wealth Managment Inc.567,904$14.07M6.5%+150.3%0.437%
5/5/2026 Geneos Wealth Management Inc.635,772$15.75M0.4%+44.3%0.489%
5/5/2026 SouthState Bank Corp44,566$1.10M0.1%-18.9%0.034%
5/5/2026 Sanctuary 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%
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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%
3/17/2026 Rockefeller Capital Management L.P.69,625$1.75M0.0%+29.6%0.055%
3/4/2026 Rehmann Capital Advisory Group416,420$10.48M0.5%-2.8%0.326%
3/4/2026 SHP Wealth Management19,639$494K0.0%N/A0.015%
2/26/2026 TD Capital Management LLC1,899$48K0.0%N/A0.001%
2/19/2026 Claris 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%
2/18/2026 NewEdge Advisors LLC191,618$4.82M0.0%-11.7%0.150%
2/18/2026 VestGen Advisors LLC17,764$447K0.0%-71.7%0.014%
2/18/2026 Maia Wealth LLC17,364$439K0.1%-5.7%0.014%
2/18/2026 Asset One Wealth Management LLC36,526$918K0.1%N/A0.029%
2/17/2026 Appalachian Capital Management Ltd353,364$8.89M7.1%N/A0.277%
2/17/2026 Cetera Investment Advisers1,348,108$33.93M0.0%+0.3%1.056%
2/17/2026 Equitable Holdings Inc.490,698$12.35M0.1%+10.1%0.384%
2/17/2026 Kovack Advisors Inc.19,554$492K0.0%N/A0.015%
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2/17/2026 Regal Investment Advisors LLC10,036$253K0.0%N/A0.008%
2/17/2026 Osaic Holdings Inc.2,030,044$51.10M0.1%+4.0%1.590%
2/17/2026 Advisory 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%
2/17/2026 Captrust Financial Advisors373,976$9.41M0.0%-11.5%0.293%
2/17/2026 &PARTNERS389,364$9.80M0.1%-0.5%0.305%
2/17/2026 Royal 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%
2/16/2026 Mariner LLC470,713$11.85M0.0%+1.9%0.369%
2/16/2026 Focus Partners Wealth957,587$24.05M0.0%+7.3%0.750%


UCON Institutional Ownership - Frequently Asked Questions

During the previous two years, 368 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), Royal Bank of Canada ($99.17M), Bank of America Corp DE ($94.96M), and Harbour Investments Inc. ($89.65M).Learn more on First Trust TCW Unconstrained Plus Bond ETF's institutional investors.

Of the 338 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).

Institutional investors have bought a total of 26,278,148 shares in the last 24 months. This purchase volume represents approximately $658.64M in transactions.

Of the 160 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: Wagner Wealth Management LLC ($1.49M), Christopher J. Hasenberg Inc ($1.27M), Morling Financial Advisors LLC ($1.26M), JPMorgan Chase & Co. ($913.54K), Park National Corp OH ($874.79K), Envestnet Asset Management Inc. ($865.45K), and McCarthy & Cox ($695.73K).

Institutional investors have sold a total of 21,052,283 shares in the last 24 months. This volume of shares sold represents approximately $526.10M in transactions.


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This page (NYSEARCA:UCON) was last updated on 5/25/2026 by MarketBeat.com Staff.
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