Etesian Wealth Advisors Inc. Has $13.82 Million Holdings in First Trust TCW Unconstrained Plus Bond ETF $UCON

Etesian Wealth Advisors Inc. boosted its holdings in shares of First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON) by 8.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 548,790 shares of the company’s stock after acquiring an additional 41,639 shares during the period. First Trust TCW Unconstrained Plus Bond ETF comprises about 4.6% of Etesian Wealth Advisors Inc.’s portfolio, making the stock its 4th largest position. Etesian Wealth Advisors Inc.’s holdings in First Trust TCW Unconstrained Plus Bond ETF were worth $13,823,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Goldman Sachs Group Inc. purchased a new position in First Trust TCW Unconstrained Plus Bond ETF in the first quarter valued at about $1,139,000. B. Riley Wealth Advisors Inc. purchased a new stake in shares of First Trust TCW Unconstrained Plus Bond ETF during the second quarter valued at about $803,000. Earned Wealth Advisors LLC boosted its holdings in shares of First Trust TCW Unconstrained Plus Bond ETF by 29.9% in the 3rd quarter. Earned Wealth Advisors LLC now owns 419,964 shares of the company’s stock valued at $10,578,000 after buying an additional 96,708 shares in the last quarter. XML Financial LLC boosted its holdings in shares of First Trust TCW Unconstrained Plus Bond ETF by 6.9% in the 3rd quarter. XML Financial LLC now owns 330,116 shares of the company’s stock valued at $8,315,000 after buying an additional 21,442 shares in the last quarter. Finally, Geneos Wealth Management Inc. grew its position in shares of First Trust TCW Unconstrained Plus Bond ETF by 153.1% in the 2nd quarter. Geneos Wealth Management Inc. now owns 663,387 shares of the company’s stock worth $16,512,000 after buying an additional 401,248 shares during the last quarter.

First Trust TCW Unconstrained Plus Bond ETF Trading Up 0.1%

NYSEARCA UCON opened at $25.20 on Wednesday. First Trust TCW Unconstrained Plus Bond ETF has a 52 week low of $24.38 and a 52 week high of $25.63. The company has a 50 day moving average price of $25.19 and a 200 day moving average price of $25.09.

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.