UCON β€” FIRST TR EXCHANGE TRADED FD VI TCW UNCONSTRAI ETF

Ownership history in Darwin Wealth Management, LLC  Β·  21 quarters on record

AI Ownership Summary

Darwin Wealth Management, LLC reported FIRST TR EXCHANGE TRADED FD VI TCW UNCONSTRAI ETF (UCON) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.64% in 2024 Q2. The latest visible filing shows UCON at 2.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UCON ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Darwin Wealth Management, LLC's position in FIRST TR EXCHANGE TRADED FD VI TCW UNCONSTRAI ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UCON was reported at 2.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.64% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Darwin Wealth Management, LLC held UCON β€” position size vs. price
% of Fund (quarterly)    UCON price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 359,545 +2,766 +0.8% 2.81% $9.0M 2026-02-14 (Est.) $25.17
2025 Q3 REDUCED 356,779 -22,737 -6.0% 2.86% $9.0M 2025-10-16 $24.76
2025 Q2 REDUCED 379,516 -67,544 -15.1% 3.14% $9.4M 2025-08-18 $24.17
2024 Q3 REDUCED 447,060 -17,444 -3.8% 3.08% $11.2M 2024-11-08 $23.21
2024 Q2 REDUCED 464,504 -19,335 -4.0% 5.64% $11.4M 2024-08-08 $23.00
2024 Q1 REDUCED 483,839 -19,364 -3.8% 3.32% $11.9M 2024-05-13 $22.29
2023 Q4 REDUCED 503,203 -44,212 -8.1% 3.34% $12.4M 2024-02-07 $22.22
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Darwin Wealth Management, LLC and UCON

These are the practical questions this page is built to answer before you even open the full history table.

How long has Darwin Wealth Management, LLC reported owning UCON?

Darwin Wealth Management, LLC reported UCON across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UCON position in Darwin Wealth Management, LLC's portfolio?

The largest reported portfolio weight for UCON was 5.64% in 2024 Q2.

What is the latest reported UCON position on this page?

The most recent filing on this page is 2025 Q4, when Darwin Wealth Management, LLC reported 359,545 shares, equal to 2.81% of portfolio, with an estimated market value of $9.0M.

What does the chart on this UCON ownership page compare?

The chart compares Darwin Wealth Management, LLC's quarterly UCON portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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