FIRST TRUST TCW UNCONSTRAINE (UCON) Institutional Ownership Changes & 13F Activity

FIRST TRUST TCW UNCONSTRAINE (UCON). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Arkadios Wealth Advisors, Integrated Wealth Concepts Llc, Morgan Stanley, Harbour Investments, Inc., and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnSell-158,017-2.5%6,072,533$150.42MQ1 2026Jul 08, 2026
Western Wealth Management, LlcBuy+63,137+14.5%497,721$12.33MQ1 2026May 19, 2026
Arkadios Wealth AdvisorsBuy+1,029,981+3132.6%1,062,860$26.33MQ1 2026May 18, 2026
Bank Of America CorpSell-122,035-3.1%3,833,580$94.96MQ1 2026May 18, 2026
Centaurus Financial, Inc.Buy+20,528+119.9%37,647$933.00KQ1 2026May 18, 2026
Chokshi & Queen Wealth Advisors, IncBuy+19,502—19,502$483.06KQ1 2026May 18, 2026
Newedge Advisors, LlcBuy+17,477+9.1%209,095$228.91KQ1 2026May 18, 2026
Claris Financial LlcBuy+38+0.4%8,984$222.54KQ1 2026May 18, 2026
Integrated Wealth Concepts LlcBuy+625,557+229.1%898,608$22.26MQ1 2026May 15, 2026
Morgan StanleyBuy+621,776+7.5%8,958,341$221.90MQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+559,257+15.7%4,120,885$102.07MQ1 2026May 15, 2026
Citadel Advisors LlcBuy+407,614—407,614$10.10MQ1 2026May 15, 2026
Gateway Wealth Partners, LlcBuy+379,005+121.8%690,142$17.09MQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+203,447+5.4%4,003,535$99.17MQ1 2026May 15, 2026
Old Mission Capital LlcBuy+180,009—180,009$4.46MQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-138,917-6.8%1,891,127$46.85MQ1 2026May 15, 2026
Captrust Financial AdvisorsBuy+124,902+33.4%498,878$12.36MQ1 2026May 15, 2026
Smartleaf Asset Management LlcBuy+101,196+21.1%580,959$14.31MQ1 2026May 15, 2026
Synergy Investment Management, LlcSell-94,097-33.4%187,654$4.65MQ1 2026May 15, 2026
Us Bancorp \De\Buy+90,847+27.9%416,350$10.31MQ1 2026May 15, 2026
Equitable Holdings, Inc.Buy+87,109+17.8%577,807$14.54MQ1 2026May 15, 2026
Larson Financial Group LlcSell-56,713-11.0%456,852$11.32MQ1 2026May 15, 2026
Focus Partners WealthBuy+44,987+4.7%1,002,574$24.83MQ1 2026May 15, 2026
Snowden Capital Advisors LlcSell-43,977-62.6%26,247$650.14KQ1 2026May 15, 2026
Rehmann Capital Advisory GroupBuy+42,764+10.3%459,184$11.37MQ1 2026May 15, 2026
Susquehanna International Group, LlpSell-41,008-53.1%36,155$895.56KQ1 2026May 15, 2026
&PartnersBuy+32,122+8.2%421,486$10.44MQ1 2026May 15, 2026
Goldman Sachs Group IncBuy+26,552+270.2%36,377$901.06KQ1 2026May 15, 2026
Perennial Investment Advisors, LlcSell-15,904-34.6%30,127$746.25KQ1 2026May 15, 2026
Kintra Wealth, LlcBuy+5,680+15.0%43,652$1.08MQ1 2026May 15, 2026
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Frequently asked questions about UCON activity

  • Which institutional owners are buying UCON?

    Institutional owners buying UCON include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in UCON activity?

    "Buy" means an investor increased their reported position in UCON compared to the prior reporting period. This reflects growing exposure to FIRST TRUST TCW UNCONSTRAINE (UCON) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in UCON increasing?

    Institutional interest in UCON can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.