Siligmueller & Norvid Wealth Advisors LLC Takes $6.26 Million Position in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON)

Siligmueller & Norvid Wealth Advisors LLC purchased a new position in shares of First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 253,863 shares of the company’s stock, valued at approximately $6,258,000. First Trust TCW Unconstrained Plus Bond ETF comprises 2.7% of Siligmueller & Norvid Wealth Advisors LLC’s investment portfolio, making the stock its 10th largest holding.

Several other institutional investors and hedge funds also recently made changes to their positions in UCON. LPL Financial LLC increased its position in shares of First Trust TCW Unconstrained Plus Bond ETF by 27.2% during the third quarter. LPL Financial LLC now owns 10,319,218 shares of the company’s stock worth $259,322,000 after buying an additional 2,207,155 shares during the period. Harbour Investments Inc. grew its holdings in First Trust TCW Unconstrained Plus Bond ETF by 19.8% during the 3rd quarter. Harbour Investments Inc. now owns 3,439,085 shares of the company’s stock worth $86,424,000 after acquiring an additional 568,292 shares during the period. HighTower Advisors LLC raised its position in shares of First Trust TCW Unconstrained Plus Bond ETF by 2.8% in the 3rd quarter. HighTower Advisors LLC now owns 2,060,519 shares of the company’s stock worth $51,756,000 after acquiring an additional 55,446 shares in the last quarter. Wagner Wealth Management LLC lifted its stake in shares of First Trust TCW Unconstrained Plus Bond ETF by 20.2% in the 4th quarter. Wagner Wealth Management LLC now owns 2,057,359 shares of the company’s stock valued at $50,714,000 after purchasing an additional 345,506 shares during the period. Finally, Truist Financial Corp boosted its position in shares of First Trust TCW Unconstrained Plus Bond ETF by 9.4% during the 4th quarter. Truist Financial Corp now owns 1,982,316 shares of the company’s stock valued at $48,864,000 after purchasing an additional 169,535 shares in the last quarter.

First Trust TCW Unconstrained Plus Bond ETF Stock Up 0.1 %

NYSEARCA UCON opened at $24.77 on Wednesday. The business has a 50 day simple moving average of $24.65 and a 200 day simple moving average of $24.83. First Trust TCW Unconstrained Plus Bond ETF has a one year low of $24.09 and a one year high of $25.34.

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.