UCON — First Tr Exchng Traded Fd Vi Institutional Holders · Q3 2026
Who owns First Tr Exchng Traded Fd Vi (UCON)? 16 institutions reported holding $42.51M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: First Heartland Consultants, Inc. ($15.3M), CoreCap Advisors, LLC ($8.0M), TrueWealth Advisors, LLC ($6.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | First Heartland Consultants, Inc. | $15.3M | 646,312 | Added |
| 2 | CoreCap Advisors, LLC | $8.0M | 338,535 | Added |
| 3 | TrueWealth Advisors, LLC | $6.4M | 268,090 | Added |
| 4 | Tactive Advisors, LLC | $5.1M | 216,209 | Added |
| 5 | Farther Finance Advisors, LLC | $3.7M | 157,864 | Added |
| 6 | PUFF WEALTH MANAGEMENT, LLC | $986,727 | 41,555 | Trimmed |
| 7 | WINEBRENNER CAPITAL MANAGEMENT LLC | $661,939 | 27,877 | Hold |
| 8 | TITLEIST ASSET MANAGEMENT, LLC | $584,878 | 24,632 | Added |
| 9 | Balefire, LLC | $573,964 | 24,172 | Trimmed |
| 10 | Adelphi Trust Co | $418,482 | 17,624 | Added |
| 11 | PARK NATIONAL CORP /OH/ | $272,141 | 11,461 | New |
| 12 | INSPIRION WEALTH ADVISORS, LLC | $204,041 | 8,593 | Trimmed |
| 13 | GK Wealth Management LLC | $147,034 | 6,193 | Trimmed |
| 14 | Olistico Wealth, LLC | $21,679 | 913 | New |
| 15 | Investors Research Corp | $2,469 | 104 | Added |
| 16 | Valeo Financial Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30