FIRST TRUST TCW UNCONSTRAINE (UCON) Institutional Ownership and Insiders Activity
FIRST TRUST TCW UNCONSTRAINE (UCON) is widely held by institutional investors, with 269 firms reporting positions valued at approximately $2.74B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is the largest disclosed holder, reporting approximately $340.38M in UCON holdings in its latest filing.
Institutional Holders
269
Total Reported Value
$2.74B
Largest Holder
Lpl Financial Llc
Largest Position
$340.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
29
Top Institutional Owners
View allInvestorReported Balance
- Lpl Financial Llc$340.38M
- Morgan Stanley$231.77M
- Wells Fargo & Company/Mn$178.50M
- Ameriprise Financial Inc$138.56M
- Bank Of America Corp$104.48M
UCON News
All news- Collaborative Wealth Managment Inc Portfolio Changes Q2 2026
Aug 9, 2026 · valut.ai
- Nova Wealth Management Increases Holdings in Momentum and AI ETFs During Q2 2026
Jul 14, 2026 · valut.ai