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
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
Increased 41.71%
1.3%
$3.888M
157,731 shares@ 24.65 avg price
MICHELLE ELDRIDGE@Defined Wealth Management, Llc
Recent Activity
Increased 0.41%
1.58%
$2.376M
96,407 shares@ 24.66 avg price
Jessica McConnell@Capital Cs Group, Llc
Recent Activity
Increased 9.09%
2.81%
$2.134M
86,580 shares@ 24.66 avg price
Aryn Sands@Ewg Elevate Inc.
Recent Activity
Increased 5.28%
0.47%
$1.528M
62,001 shares@ 24.65 avg price
Kim Smith@Columbia Advisory Partners Llc
Recent Activity
Increased 11.58%
1.28%
$1.375M
55,801 shares@ 24.66 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Increased 23851.52%
0.88%
$1.169M
47,424 shares@ 24.65 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Increased 160.67%
0.07%
$631,422
25,616 shares@ 24.65 avg price
Noah Seidenberg@Inspirion Wealth Advisors, Llc
Recent Activity
Increased 3.38%
0.09%
$598,466
24,318 shares@ 24.62 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 27%
0.01%
$407,785
16,543 shares@ 24.66 avg price
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc.
Recent Activity
Increased 20.89%
0.02%
$66,095
2,680 shares@ 24.67 avg price