Philip James Wealth Mangement LLC Has $5.93 Million Stake in First Trust TCW Unconstrained Plus Bond ETF $UCON

Philip James Wealth Mangement LLC trimmed its position in shares of First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON) by 26.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 235,480 shares of the company’s stock after selling 83,853 shares during the period. Philip James Wealth Mangement LLC owned approximately 0.19% of First Trust TCW Unconstrained Plus Bond ETF worth $5,931,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Maseco LLP acquired a new position in shares of First Trust TCW Unconstrained Plus Bond ETF during the 2nd quarter worth about $41,000. Bank of Montreal Can acquired a new stake in First Trust TCW Unconstrained Plus Bond ETF in the 2nd quarter valued at approximately $42,000. Evolution Wealth Management Inc. bought a new position in First Trust TCW Unconstrained Plus Bond ETF in the 2nd quarter worth approximately $62,000. Chilton Capital Management LLC acquired a new position in shares of First Trust TCW Unconstrained Plus Bond ETF during the second quarter worth approximately $82,000. Finally, Creekmur Asset Management LLC lifted its holdings in shares of First Trust TCW Unconstrained Plus Bond ETF by 365.8% during the second quarter. Creekmur Asset Management LLC now owns 3,987 shares of the company’s stock worth $99,000 after buying an additional 3,131 shares during the last quarter.

First Trust TCW Unconstrained Plus Bond ETF Stock Performance

Shares of First Trust TCW Unconstrained Plus Bond ETF stock opened at $25.19 on Friday. The company’s fifty day simple moving average is $25.19 and its 200-day simple moving average is $25.10. First Trust TCW Unconstrained Plus Bond ETF has a 1 year low of $24.38 and a 1 year high of $25.63.

First Trust TCW Unconstrained Plus Bond ETF Company 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.