Holos Integrated Wealth LLC Invests $4 Million in First Trust TCW Unconstrained Plus Bond ETF $UCON

Holos Integrated Wealth LLC purchased a new position in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 158,872 shares of the company’s stock, valued at approximately $4,000,000. First Trust TCW Unconstrained Plus Bond ETF makes up 2.2% of Holos Integrated Wealth LLC’s portfolio, making the stock its 17th biggest holding. Holos Integrated Wealth LLC owned about 0.13% of First Trust TCW Unconstrained Plus Bond ETF as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently bought and sold shares of the company. Ameriprise Financial Inc. boosted its stake in First Trust TCW Unconstrained Plus Bond ETF by 44.9% during the third quarter. Ameriprise Financial Inc. now owns 3,996,238 shares of the company’s stock worth $100,689,000 after acquiring an additional 1,238,354 shares in the last quarter. Bank of America Corp DE increased its stake in shares of First Trust TCW Unconstrained Plus Bond ETF by 1.6% during the third quarter. Bank of America Corp DE now owns 3,799,150 shares of the company’s stock valued at $95,693,000 after purchasing an additional 59,713 shares in the last quarter. HighTower Advisors LLC increased its stake in shares of First Trust TCW Unconstrained Plus Bond ETF by 3.3% during the third quarter. HighTower Advisors LLC now owns 2,366,022 shares of the company’s stock valued at $59,596,000 after purchasing an additional 75,044 shares in the last quarter. Raymond James Financial Inc. lifted its holdings in shares of First Trust TCW Unconstrained Plus Bond ETF by 15.0% during the third quarter. Raymond James Financial Inc. now owns 2,234,761 shares of the company’s stock valued at $56,290,000 after purchasing an additional 290,839 shares during the last quarter. Finally, JPMorgan Chase & Co. lifted its holdings in shares of First Trust TCW Unconstrained Plus Bond ETF by 2.0% during the third quarter. JPMorgan Chase & Co. now owns 1,642,526 shares of the company’s stock valued at $41,373,000 after purchasing an additional 31,961 shares during the last quarter.

First Trust TCW Unconstrained Plus Bond ETF Price Performance

Shares of UCON opened at $24.92 on Friday. The business’s 50 day moving average price is $25.16 and its 200-day moving average price is $25.19. First Trust TCW Unconstrained Plus Bond ETF has a 52 week low of $24.38 and a 52 week high of $25.63.

First Trust TCW Unconstrained Plus Bond ETF Announces Dividend

The business also recently announced a monthly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 20th were issued a $0.09 dividend. This represents a c) annualized dividend and a yield of 4.3%. The ex-dividend date of this dividend was Friday, February 20th.

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.