First Trust TCW Unconstrained Plus Bond ETF $UCON Stake Boosted by Aptus Capital Advisors LLC

Aptus Capital Advisors LLC grew its stake in shares of First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON) by 318.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,302,870 shares of the company’s stock after purchasing an additional 991,683 shares during the quarter. Aptus Capital Advisors LLC’s holdings in First Trust TCW Unconstrained Plus Bond ETF were worth $32,793,000 as of its most recent SEC filing.

Several other institutional investors also recently made changes to their positions in the stock. Goldman Sachs Group Inc. bought a new position in First Trust TCW Unconstrained Plus Bond ETF in the 1st quarter worth approximately $1,139,000. Northwestern Mutual Wealth Management Co. grew its holdings in 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 in the last quarter. Cresset Asset Management LLC grew its holdings in 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 in the last quarter. NewEdge Advisors LLC grew its holdings in First Trust TCW Unconstrained Plus Bond ETF by 7.2% in the 2nd quarter. NewEdge Advisors LLC now owns 432,079 shares of the company’s stock worth $10,754,000 after buying an additional 29,076 shares in the last quarter. Finally, Betterment LLC grew its holdings in First Trust TCW Unconstrained Plus Bond ETF by 88.3% in the 2nd quarter. Betterment LLC now owns 18,529 shares of the company’s stock worth $461,000 after buying an additional 8,689 shares in the last quarter.

First Trust TCW Unconstrained Plus Bond ETF Price Performance

Shares of UCON stock opened at $24.90 on Friday. First Trust TCW Unconstrained Plus Bond ETF has a 12-month low of $24.41 and a 12-month high of $25.63. The business has a 50 day simple moving average of $24.90 and a 200 day simple moving average of $25.05.

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.