UCON

First Trust Tcw Unconstraine

Latest period2024 - Q4Total superinvestors41

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 41 superinvestors own shares of First Trust Tcw Unconstraine (UCON), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding First Trust Tcw Unconstraine (UCON), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with First Trust Tcw Unconstraine (UCON) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with First Trust Tcw Unconstraine (UCON) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
J. Bradley Zellar@Park National Corp Oh
Recent Activity
Increased 18.21%
0.77%
$20.78M
843,002 shares@ 24.66 avg price
Jennifer Valteau@Truwealth Advisors, Llc
Recent Activity
Increased 0.83%
1.08%
$17.786M
721,532 shares@ 24.65 avg price
Aryn Sands@Boyce & Associates Wealth Consulting, Inc.
Recent Activity
Increased 9.51%
10.45%
$10.328M
418,970 shares@ 24.66 avg price
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Increased 5.3%
0.96%
$8.832M
358,304 shares@ 24.65 avg price
Mark Finney@Mccarthy & Cox
Recent Activity
New Position
2.94%
$8.462M
343,269 shares@ 24.66 avg price
Jacqueline Kruger@First Pacific Financial
Recent Activity
Decreased -0.63%
1.91%
$8.177M
331,739 shares@ 24.65 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -19.96%
0.03%
$8.076M
327,625 shares@ 24.66 avg price
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
Increased 5.55%
0.72%
$7.795M
316,235 shares@ 24.66 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -4.74%
0.27%
$7.763M
314,947 shares@ 24.65 avg price
Michael Snyder@Beaumont Financial Advisors, Llc
Recent Activity
Increased 5.79%
0.56%
$7.399M
300,169 shares@ 24.66 avg price