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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   UBS Group AG 309 - 2024-03-31 7,302,553 $179,643,000 2,870,007
   LPL FINANCIAL CORP 190 - 2024-03-31 7,012,961 $172,519,000 1,034,520
   MORGAN STANLEY 970 - 2024-03-31 5,677,990 $139,679,000 945,850
   BANK OF AMERICA CORP /DE/ 1008 - 2024-03-31 3,311,332 $81,459,000 607,872
   ROYAL BANK OF CANADA 650 - 2024-03-31 2,424,317 $59,638,000 344,841
   HARBOUR INVESTMENTS INC. 4 - 2023-12-31 2,394,458 $59,239,000 310,317
   ENVESTNET ASSET MANAGEMENT INC 663 - 2024-03-31 2,074,309 $51,028,000 302,257
   Advisor Group Holdings Inc. 241 - 2024-03-31 1,475,875 $36,307,000 548,375
   BB&T CORP 322 - 2024-03-31 1,277,573 $31,428,000 238,659
   COMMONWEALTH EQUITY SERVICES LLC. 382 - 2024-03-31 1,187,238 $29,206,000 482,281
   Aptus Capital Advisors LLC 32 - 2024-03-31 1,159,507 $28,524,000 508,908
   Apollon Wealth Management LLC 19 - 2024-03-31 1,141,596 $28,083,000 257,559
   Csenge Advisory Group 11 - 2024-03-31 1,131,011 $27,823,000 52,991
   CFO4Life L.P. 4 *New 2022-12-31 1,076,901 $25,964,000 1,076,901
   Larson Financial Group LLC 7 - 2024-03-31 1,031,132 $25,366,000 -54,525
   Wagner Wealth Management LLC 1 - 2024-03-31 1,022,028 $25,142,000 1,020,103
   Visionary Wealth Advisors 9 - 2024-03-31 931,578 $22,917,000 85,266
   EdgeRock Capital LLC 2 - 2024-03-31 847,304 $20,844,000 7,936
   Integrated Wealth Concepts LLC 76 - 2024-03-31 801,893 $19,727,000 -185,435
   Bensler LLC 7 - 2024-03-31 757,380 $18,632,000 57,263
   TruWealth Advisors LLC 26 - 2024-03-31 680,501 $16,740,000 14,324
   Dynamic Advisors Solutions LLC 37 - 2024-03-31 644,443 $15,853,000 42,842
   Commonwealth Financial Services LLC 5 - 2024-03-31 638,618 $15,799,000 -1,748
   Cyndeo Wealth Partners LLC 12 - 2024-03-31 635,791 $15,640,000 9,540
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 323 - 2024-03-31 619,255 $15,234,000 155,517
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 33 *New 2024-03-31 606,672 $14,924,000 606,672
   Financial Advocates Investment Management 17 - 2024-03-31 600,605 $14,775,000 284,289
   PARK NATIONAL CORP /OH/ 53 - 2024-03-31 598,259 $14,717,000 103,719
   Laurel Wealth Advisors Inc. 4 - 2022-12-31 602,415 $14,524,000 182,571
   FIRST HEARTLAND CONSULTANTS INC 12 - 2024-03-31 589,234 $14,495,000 349,205
   HIGHTOWER ADVISORS, LLC 562 - 2024-03-31 583,523 $14,367,000 34,176
   Rehmann Capital Advisory Group 19 - 2024-03-31 563,944 $13,873,000 50,873
   JJJ Advisors Inc. 9 - 2024-03-31 563,795 $13,869,000 7,771
   COLONY GROUP, LLC 179 - 2024-03-31 561,037 $13,802,000 -424,096
   Tolleson Wealth Management Inc. 7 - 2024-03-31 552,026 $13,580,000 -805,501
   SlateStone Wealth LLC 20 - 2024-03-31 505,933 $12,446,000 -859
   WAYNE HUMMER INVESTMENTS L.L.C. 16 - 2024-03-31 494,019 $12,153,000 93,141
   Harwood Advisory Group LLC 6 - 2024-03-31 483,839 $11,902,000 -19,364
   Navalign LLC 9 - 2024-03-31 473,251 $11,642,000 276,900
   Great Point Wealth Advisors LLC 14 - 2024-03-31 472,244 $11,617,000 -310,929
   Philip James Wealth Mangement LLC 4 - 2024-03-31 470,516 $11,575,000 20,329
   RAYMOND JAMES & ASSOCIATES 1089 - 2024-03-31 455,215 $11,198,000 118,155
   Arkadios Wealth Advisors 22 - 2024-03-31 433,202 $10,657,000 -4,673
   STIFEL FINANCIAL CORP 815 - 2024-03-31 408,085 $10,039,000 39,533
   Private Advisor Group LLC 257 - 2024-03-31 407,229 $10,018,000 80,944
   IFP Advisors Inc 45 - 2023-12-31 398,674 $9,863,000 364,625
   MARINER WEALTH ADVISORS, LLC 519 - 2024-03-31 390,007 $9,594,000 32,038
   Mutual Advisors LLC 58 - 2024-03-31 385,732 $9,489,000 141,652
   Financial Futures Ltd Liability Co. 3 - 2024-03-31 377,660 $9,290,000 40,947
   REGAL INVESTMENT ADVISORS, LLC 33 - 2024-03-31 372,804 $9,171,000 11,038
   CAPTRUST FINANCIAL ADVISORS 361 - 2024-03-31 368,342 $9,061,000 -106,608
   JANNEY MONTGOMERY SCOTT LLC 569 - 2024-03-31 360,999 $8,881,000 13,183
   J P MORGAN CHASE & CO 2137 - 2024-03-31 350,311 $8,618,000 97,388
   First Pacific Financial 13 - 2024-03-31 345,580 $8,501,000 -2,864
   QUANTITATIVE ADVANTAGE LLC 26 - 2023-03-31 349,121 $8,452,000 -14,997
   Steward Partners Investment Advisory LLC 229 - 2024-03-31 343,454 $8,449,000 43,198
   FINANCIAL NETWORK 422 - 2024-03-31 341,428 $8,399,000 -113,678
   Chicago Partners Investment Group LLC 66 - 2024-03-31 340,160 $8,239,000 13,998
   Kestra Advisory Services LLC 370 - 2024-03-31 327,798 $8,064,000 224,868
   COLONY GROUP LLC 162 - 2023-09-30 332,854 $7,955,000 7,638
   XML Financial LLC 36 - 2024-03-31 298,244 $7,337,000 6,551
   Simplicity WealthLLC 119 *New 2024-03-31 297,895 $7,328,000 297,895
   PFG FINANCIAL ADVISORS 29 - 2024-03-31 296,675 $7,298,000 16,599
   Baird Financial Group Inc. 568 - 2024-03-31 292,058 $7,185,000 14,228
   Ameritas Advisory Services LLC 71 - 2024-03-31 291,826 $7,167,000 129,175
   CoreCap Advisors LLC 45 - 2023-12-31 279,796 $6,922,000 3,203
   Bleakley Financial Group LLC 99 - 2024-03-31 274,644 $6,756,000 12,892
   N.E.W. Advisory Services LLC 26 - 2024-03-31 273,432 $6,727,000 35,718
   Sigma Planning Corp 89 - 2024-03-31 272,670 $6,708,000 118,460
   Western Wealth Management LLC 37 - 2024-03-31 270,990 $6,666,000 -12,309
   Total Clarity Wealth Management Inc. 3 - 2024-03-31 268,742 $6,611,000 43,143
   Sawtooth Asset Management Inc. 103 - 2023-12-31 261,809 $6,477,000 5,644
   Etesian Wealth Advisors Inc. 3 - 2024-03-31 259,739 $6,390,000 19,816
   Cetera Investment Advisers 249 - 2024-03-31 259,072 $6,373,000 -48,831
   Beaumont Financial Advisors LLC 42 - 2024-03-31 258,156 $6,351,000 -4,189
   MATHER GROUP, INC. 80 - 2024-03-31 253,928 $6,282,000 0
   BEACON FINANCIAL GROUP 39 - 2024-03-31 251,425 $6,185,000 -17,153
   Mach-1 Financial Group Inc. 8 - 2024-03-31 240,416 $5,914,000 17,191
   Lee Financial Group Hawaii Inc. 8 - 2024-03-31 237,029 $5,831,000 2,123
   Certified Advisory Corp 37 - 2024-03-31 234,281 $5,763,000 29,230
   GSG Advisors LLC 9 - 2024-03-31 230,961 $5,665,000 23,169
   Walkner Condon Financial Advisors LLC 24 - 2024-03-31 221,668 $5,453,000 -92,747
   Twin Peaks Wealth Advisors LLC 8 - 2024-03-31 217,374 $5,347,000 6,133
   BKA Wealth Consulting Inc. 4 - 2024-03-31 212,716 $5,233,000 63,230
   Elevated Capital Advisors LLC 15 - 2024-03-31 212,451 $5,226,000 14,012
   Fermata Advisors LLC 22 *New 2024-03-31 208,773 $5,136,000 208,773
   MADISON ASSET MANAGEMENT LLC 169 - 2024-03-31 207,464 $5,104,000 635
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1127 - 2024-03-31 204,198 $5,023,000 125,174
   OConnor Financial Group LLC 17 - 2024-03-31 186,396 $4,585,000 14,787
   Geneos Wealth Management Inc. 124 - 2024-03-31 185,960 $4,575,000 -44,225
   Equitable Holdings Inc. 262 - 2024-03-31 180,021 $4,429,000 63,214
   MML INVESTORS SERVICES LLC 690 - 2024-03-31 179,166 $4,407,000 54,264
   OPPENHEIMER & CO INC 314 - 2024-03-31 169,704 $4,175,000 5,737
   Ellenbecker Investment Group 14 - 2024-03-31 167,281 $4,115,000 20,475
   US BANCORP 634 - 2024-03-31 162,569 $3,999,000 19,459
   BMS Financial Advisors LLC 9 *New 2023-06-30 161,493 $3,903,000 161,493
   THRIVENT FINANCIAL FOR LUTHERANS 943 - 2024-03-31 152,851 $3,760,000 13,594
   MULTIFINANCIAL SECURITIES CORP 563 - 2024-03-31 149,504 $3,678,000 36,010
   Vantage Financial Partners Ltd. Inc. 28 *New 2024-03-31 147,568 $3,630,000 147,568
   WELLS FARGO & CO/MN 2249 - 2024-03-31 130,039 $3,199,000 128,993
  100 Records found
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