First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON) Holdings Boosted by Holistic Financial Partners

Holistic Financial Partners boosted its position in shares of First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON) by 27.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 141,061 shares of the company’s stock after purchasing an additional 30,307 shares during the period. First Trust TCW Unconstrained Plus Bond ETF accounts for 1.7% of Holistic Financial Partners’ investment portfolio, making the stock its 14th biggest holding. Holistic Financial Partners owned 0.15% of First Trust TCW Unconstrained Plus Bond ETF worth $3,477,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Sanctuary Advisors LLC grew its holdings in shares of First Trust TCW Unconstrained Plus Bond ETF by 13.0% during the 3rd quarter. Sanctuary Advisors LLC now owns 14,636 shares of the company’s stock valued at $361,000 after acquiring an additional 1,682 shares in the last quarter. Brookstone Capital Management grew its holdings in shares of First Trust TCW Unconstrained Plus Bond ETF by 27.0% during the 4th quarter. Brookstone Capital Management now owns 16,543 shares of the company’s stock valued at $408,000 after acquiring an additional 3,517 shares in the last quarter. JPMorgan Chase & Co. grew its holdings in shares of First Trust TCW Unconstrained Plus Bond ETF by 133.0% during the 3rd quarter. JPMorgan Chase & Co. now owns 1,246,222 shares of the company’s stock valued at $31,318,000 after acquiring an additional 711,314 shares in the last quarter. Park National Corp OH grew its holdings in shares of First Trust TCW Unconstrained Plus Bond ETF by 18.2% during the 4th quarter. Park National Corp OH now owns 843,002 shares of the company’s stock valued at $20,780,000 after acquiring an additional 129,836 shares in the last quarter. Finally, MML Investors Services LLC grew its holdings in shares of First Trust TCW Unconstrained Plus Bond ETF by 24.3% during the 3rd quarter. MML Investors Services LLC now owns 243,031 shares of the company’s stock valued at $6,107,000 after acquiring an additional 47,586 shares in the last quarter.

First Trust TCW Unconstrained Plus Bond ETF Stock Down 0.2 %

UCON stock opened at $24.68 on Monday. First Trust TCW Unconstrained Plus Bond ETF has a 1 year low of $24.09 and a 1 year high of $25.34. The company has a fifty day simple moving average of $24.65 and a 200 day simple moving average of $24.83.

First Trust TCW Unconstrained Plus Bond ETF Profile

The First Trust TCW Unconstrained Plus Bond ETF (UCON) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is an actively managed fund, which broadly invests in various fixed income securities of almost any sector, maturity, or credit quality. UCON was launched on Jun 4, 2018 and is managed by First Trust.