Cyndeo Wealth Partners LLC lifted its holdings in shares of First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON – Free Report) by 4.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 773,673 shares of the company’s stock after purchasing an additional 32,015 shares during the period. First Trust TCW Unconstrained Plus Bond ETF accounts for 1.0% of Cyndeo Wealth Partners LLC’s holdings, making the stock its 21st biggest holding. Cyndeo Wealth Partners LLC owned about 0.61% of First Trust TCW Unconstrained Plus Bond ETF worth $19,473,000 as of its most recent SEC filing.
Several other institutional investors also recently modified their holdings of the business. Savvy Advisors Inc. raised its position in First Trust TCW Unconstrained Plus Bond ETF by 2.7% during the 3rd quarter. Savvy Advisors Inc. now owns 15,508 shares of the company’s stock worth $391,000 after purchasing an additional 405 shares during the last quarter. Axis Wealth Partners LLC grew its position in shares of First Trust TCW Unconstrained Plus Bond ETF by 4.1% in the 3rd quarter. Axis Wealth Partners LLC now owns 12,557 shares of the company’s stock valued at $316,000 after buying an additional 490 shares during the last quarter. Stratos Wealth Advisors LLC increased its stake in shares of First Trust TCW Unconstrained Plus Bond ETF by 1.6% in the third quarter. Stratos Wealth Advisors LLC now owns 35,286 shares of the company’s stock valued at $889,000 after buying an additional 559 shares during the period. Cresset Asset Management LLC increased its stake in shares of First Trust TCW Unconstrained Plus Bond ETF by 9.2% in the second quarter. Cresset Asset Management LLC now owns 9,018 shares of the company’s stock valued at $224,000 after buying an additional 757 shares during the period. Finally, Clear Creek Financial Management LLC raised its position in shares of First Trust TCW Unconstrained Plus Bond ETF by 1.9% during the third quarter. Clear Creek Financial Management LLC now owns 41,904 shares of the company’s stock worth $1,055,000 after acquiring an additional 785 shares during the last quarter.
First Trust TCW Unconstrained Plus Bond ETF Stock Down 0.7%
First Trust TCW Unconstrained Plus Bond ETF stock opened at $24.74 on Friday. The stock’s 50 day moving average is $25.15 and its 200 day moving average is $25.19. First Trust TCW Unconstrained Plus Bond ETF has a one year low of $24.38 and a one year high of $25.63.
First Trust TCW Unconstrained Plus Bond ETF Dividend Announcement
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.
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