First Trust TCW Unconstrained Plus Bond ETF $UCON is Walkner Condon Financial Advisors LLC’s 8th Largest Position

Walkner Condon Financial Advisors LLC boosted its position in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON) by 24.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 668,341 shares of the company’s stock after purchasing an additional 131,569 shares during the quarter. First Trust TCW Unconstrained Plus Bond ETF comprises 2.3% of Walkner Condon Financial Advisors LLC’s investment portfolio, making the stock its 8th biggest position. Walkner Condon Financial Advisors LLC owned about 0.52% of First Trust TCW Unconstrained Plus Bond ETF worth $16,822,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of UCON. Goldman Sachs Group Inc. bought a new position in First Trust TCW Unconstrained Plus Bond ETF in the 1st quarter worth about $1,139,000. Northwestern Mutual Wealth Management Co. increased its holdings in shares of First Trust TCW Unconstrained Plus Bond ETF by 2,289.6% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 4,588 shares of the company’s stock worth $114,000 after buying an additional 4,396 shares during the last quarter. Cresset Asset Management LLC increased its holdings in shares of First Trust TCW Unconstrained Plus Bond ETF by 9.2% in the 2nd quarter. Cresset Asset Management LLC now owns 9,018 shares of the company’s stock worth $224,000 after buying an additional 757 shares during the last quarter. Acorn Wealth Advisors LLC raised its position in shares of First Trust TCW Unconstrained Plus Bond ETF by 26.2% during the 2nd quarter. Acorn Wealth Advisors LLC now owns 44,162 shares of the company’s stock valued at $1,099,000 after buying an additional 9,181 shares in the last quarter. Finally, Stonehaven Wealth & Tax Solutions LLC lifted its holdings in shares of First Trust TCW Unconstrained Plus Bond ETF by 3.2% during the 2nd quarter. Stonehaven Wealth & Tax Solutions LLC now owns 245,652 shares of the company’s stock worth $6,114,000 after acquiring an additional 7,517 shares during the last quarter.

First Trust TCW Unconstrained Plus Bond ETF Stock Performance

Shares of NYSEARCA:UCON opened at $24.85 on Monday. First Trust TCW Unconstrained Plus Bond ETF has a 52-week low of $24.38 and a 52-week high of $25.63. The firm has a fifty day moving average of $25.07 and a 200 day moving average of $25.16.

About First Trust TCW Unconstrained Plus Bond ETF

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.