Acorn Wealth Advisors LLC Grows Holdings in First Trust TCW Unconstrained Plus Bond ETF $UCON

Acorn Wealth Advisors LLC lifted its holdings in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON) by 50.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 85,277 shares of the company’s stock after buying an additional 28,434 shares during the quarter. Acorn Wealth Advisors LLC’s holdings in First Trust TCW Unconstrained Plus Bond ETF were worth $2,146,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Foundations Investment Advisors LLC purchased a new stake in shares of First Trust TCW Unconstrained Plus Bond ETF in the 4th quarter worth about $225,000. Collaborative Wealth Managment Inc. grew its position in shares of First Trust TCW Unconstrained Plus Bond ETF by 67.9% in the 4th quarter. Collaborative Wealth Managment Inc. now owns 226,874 shares of the company’s stock worth $5,710,000 after buying an additional 91,732 shares during the period. Bleakley Financial Group LLC grew its position in shares of First Trust TCW Unconstrained Plus Bond ETF by 17.8% in the 4th quarter. Bleakley Financial Group LLC now owns 414,678 shares of the company’s stock worth $10,437,000 after buying an additional 62,682 shares during the period. Harbour Investments Inc. grew its position in shares of First Trust TCW Unconstrained Plus Bond ETF by 21.8% in the 4th quarter. Harbour Investments Inc. now owns 3,561,628 shares of the company’s stock worth $89,646,000 after buying an additional 638,178 shares during the period. Finally, Axxcess Wealth Management LLC purchased a new stake in shares of First Trust TCW Unconstrained Plus Bond ETF in the 4th quarter worth about $8,989,000.

First Trust TCW Unconstrained Plus Bond ETF Price Performance

Shares of UCON stock opened at $24.93 on Friday. First Trust TCW Unconstrained Plus Bond ETF has a one year low of $24.41 and a one year high of $25.63. The company’s 50-day moving average is $24.87 and its 200 day moving average is $25.07.

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.