First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
US ˙ ARCA ˙ US33740F8885

SecurityUCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
InstitutionStifel Financial Corp
Latest Disclosed Ownership1,633,782 shares
Latest Disclosed Value $ 40,468,619
Stifel Financial Corp reports 3.46% increase in ownership of UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 1,633,782 shares of First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF (US:UCON) valued at $40,468,780 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,579,101 shares of First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF. This represents a change in shares of 3.46% during the quarter. The current value of the position is $40,681,172 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F FIRST TR EXCHNG TRADED FD VI SMITH UNCONSTRAI 33740F888 1,633,782 54,681 3.46 40,469 1.82 0.0087
2026-02-13 2025-12-31 13F FIRST TR EXCHNG TRADED FD VI SMITH UNCONSTRAI 33740F888 1,579,101 60,163 3.96 39,745 3.88 0.0358
2025-11-12 2025-09-30 13F FIRST TR EXCHNG TRADED FD VI SMITH UNCONSTRAI 33740F888 1,518,938 930,972 158.34 38,260 161.44 0.0349
2025-08-14 2025-06-30 13F FIRST TR EXCHNG TRADED FD VI SMITH UNCONSTRAI 33740F888 587,966 6,844 1.18 14,634 1.75 0.0142
2025-05-14 2025-03-31 13F FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 581,122 121,442 26.42 14,383 26.93 0.0153
2025-02-13 2024-12-31 13F FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 459,680 35,030 8.25 11,331 6.18 0.0118
2024-11-14 2024-09-30 13F FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 424,650 -30,012 -6.60 10,672 -4.00 0.0112
2024-08-13 2024-06-30 13F FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 454,662 46,577 11.41 11,117 10.74 0.0125
2024-05-14 2024-03-31 13F FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 408,085 39,533 10.73 10,039 10.09 0.0114
2024-02-12 2023-12-31 13F FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 368,552 164,975 81.04 9,118 87.42 0.0115
2023-11-13 2023-09-30 13F FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 203,577 -20,936 -9.33 4,866 -10.34 0.0068
2023-08-14 2023-06-30 13F FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 224,513 19,588 9.56 5,427 9.37 0.0074
2023-05-12 2023-03-31 13F FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 204,925 -388 -0.19 4,961 0.22 0.0071
2023-02-13 2022-12-31 13F FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 205,313 66,967 48.41 4,950 50.23 0.0074
2022-11-14 2022-09-30 13F FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 138,346 4,642 3.47 3,295 0.58 0.0054
2022-08-15 2022-06-30 13F FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 133,704 -279,387 -67.63 3,276 -68.94 0.0051
2022-05-13 2022-03-31 13F FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 413,091 -26,549 -6.04 10,546 -9.03 0.0144
2022-02-14 2021-12-31 13F FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 439,640 45,959 11.67 11,593 10.79 0.0153
2021-11-15 2021-09-30 13F FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 393,681 107,816 37.72 10,464 37.30 0.0153
2021-08-13 2021-06-30 13F FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 285,865 6,627 2.37 7,621 2.49 0.0114
2021-05-14 2021-03-31 13F FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 279,238 24,417 9.58 7,436 9.37 0.0123
2021-02-12 2020-12-31 13F FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 254,821 -22,537 -8.13 6,799 -6.52 0.0121
2020-11-16 2020-09-30 13F FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 277,358 -13,874 -4.76 7,273 -2.88 0.0150
2020-08-14 2020-06-30 13F FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 291,232 -486 -0.17 7,489 6.14 0.0172
2020-05-14 2020-03-31 13F FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 291,718 32,270 12.44 7,056 5.14 0.0195
2020-02-13 2019-12-31 13F FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 259,448 18,718 7.78 6,711 8.12 0.0140
2019-11-19 2019-09-30 13F/A-1 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 240,730 5,334 2.27 6,207 2.36 0.0158
2019-11-13 2019-09-30 13F FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 241,358 6,223
2019-08-14 2019-06-30 13F FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 235,396 235,396 6,064 0.0156
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.