Octavia Wealth Advisors LLC lifted its stake in shares of First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON – Free Report) by 2.4% during the fourth quarter, Holdings Channel.com reports. The firm owned 483,265 shares of the company’s stock after acquiring an additional 11,381 shares during the period. First Trust TCW Unconstrained Plus Bond ETF accounts for about 2.1% of Octavia Wealth Advisors LLC’s portfolio, making the stock its 18th biggest position. Octavia Wealth Advisors LLC’s holdings in First Trust TCW Unconstrained Plus Bond ETF were worth $11,956,000 at the end of the most recent quarter.
Other large investors have also added to or reduced their stakes in the company. HBW Advisory Services LLC bought a new position in First Trust TCW Unconstrained Plus Bond ETF in the 3rd quarter valued at about $25,000. Silver Oak Securities Incorporated bought a new position in First Trust TCW Unconstrained Plus Bond ETF in the 3rd quarter valued at about $31,000. Coppell Advisory Solutions Corp. bought a new position in First Trust TCW Unconstrained Plus Bond ETF in the 4th quarter valued at about $39,000. DHJJ Financial Advisors Ltd. lifted its position in First Trust TCW Unconstrained Plus Bond ETF by 1,508.0% in the 4th quarter. DHJJ Financial Advisors Ltd. now owns 1,608 shares of the company’s stock valued at $40,000 after acquiring an additional 1,508 shares in the last quarter. Finally, Wagner Wealth Management LLC lifted its position in First Trust TCW Unconstrained Plus Bond ETF by 107.4% in the 4th quarter. Wagner Wealth Management LLC now owns 1,925 shares of the company’s stock valued at $48,000 after acquiring an additional 997 shares in the last quarter.
First Trust TCW Unconstrained Plus Bond ETF Trading Down 0.3 %
NYSEARCA:UCON traded down $0.07 on Tuesday, hitting $24.20. The stock had a trading volume of 127,265 shares, compared to its average volume of 659,661. First Trust TCW Unconstrained Plus Bond ETF has a 1 year low of $23.45 and a 1 year high of $24.85. The firm’s fifty day simple moving average is $24.54 and its two-hundred day simple moving average is $24.35.
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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