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Get Institutions for : 
First Trust Tcw Unconstrained Plus Bond Etf (UCON)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 203    3
Total shares held : 
64,162,490  
% of shares held : 
28.84%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  51  
Amount of shares held : 
11,880,695  
% of shares held change : 
  5.34%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 1,299,658
 2.03%
 
Increased Positions :
113
 13,764,194
 21.45%
 
Unchanged Positions :
16
 897,833
 1.4%
 
Decreased Positions :
59
-2,359,881
-3.68%
 
Closed Positions :
18
-823,276
-1.28%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Legacy Capital Wealth Partners LLC 168 *Closed 2024-03-31 0 $0 -58,057
   Pitti Group Wealth Management LLC 62 *Closed 2024-03-31 0 $0 -348,616
   Sound Income Strategies LLC 1245 *Closed 2024-03-31 0 $0 -226
   Fundamentun LLC 209 *Closed 2024-03-31 0 $0 -36,773
   HCR Wealth Advisors 225 *Closed 2024-03-31 0 $0 -19,616
   TUCKER ASSET MANAGEMENT LLC 933 *Closed 2023-12-31 0 $0 -55
   OLD MISSION CAPITAL LLC 1082 *Closed 2024-03-31 0 $0 -41,040
   Millington Financial Advisors LLC 79 *Closed 2024-03-31 0 $0 -8,181
   Arete Wealth Advisors LLC 677 *Closed 2024-03-31 0 $0 -16,625
   GRADIENT INVESTMENTS LLC 1803 *Closed 2024-03-31 0 $0 -545
   Cape Investment Advisory Inc. 1095 *Closed 2023-12-31 0 $0 -3,000
   ODell Group LLC 250 *Closed 2024-03-31 0 $0 -1,930
   PNC FINANCIAL SERVICES GROUP INC 4681 *Closed 2024-03-31 0 $0 -896
   FIFTH THIRD BANCORP 2492 *Closed 2024-03-31 0 $0 -280
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6491 *Closed 2024-03-31 0 $0 -27,512
   Fi3 FINANCIAL ADVISORS LLC 89 *Closed 2024-03-31 0 $0 -27,984

  16 Records found
  1    
  Page 1 of 1
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