Beaumont Financial Advisors LLC Sells 165,374 Shares of First Trust TCW Unconstrained Plus Bond ETF $UCON

Beaumont Financial Advisors LLC decreased its holdings in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON) by 60.0% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 110,419 shares of the company’s stock after selling 165,374 shares during the period. Beaumont Financial Advisors LLC owned approximately 0.08% of First Trust TCW Unconstrained Plus Bond ETF worth $2,735,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of UCON. Huntleigh Advisors Inc. raised its holdings in shares of First Trust TCW Unconstrained Plus Bond ETF by 2.5% during the 4th quarter. Huntleigh Advisors Inc. now owns 18,059 shares of the company’s stock worth $455,000 after buying an additional 439 shares in the last quarter. Axis Wealth Partners LLC grew its position in First Trust TCW Unconstrained Plus Bond ETF by 4.0% in the fourth quarter. Axis Wealth Partners LLC now owns 13,058 shares of the company’s stock valued at $329,000 after acquiring an additional 501 shares during the last quarter. Titleist Asset Management LLC grew its position in First Trust TCW Unconstrained Plus Bond ETF by 6.8% in the fourth quarter. Titleist Asset Management LLC now owns 9,701 shares of the company’s stock valued at $244,000 after acquiring an additional 620 shares during the last quarter. Cresset Asset Management LLC grew its position in 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 acquiring an additional 757 shares during the last quarter. Finally, Hazlett Burt & Watson Inc. raised its stake in First Trust TCW Unconstrained Plus Bond ETF by 44.2% during the fourth quarter. Hazlett Burt & Watson Inc. now owns 2,773 shares of the company’s stock worth $69,000 after acquiring an additional 850 shares in the last quarter.

First Trust TCW Unconstrained Plus Bond ETF Price Performance

UCON stock opened at $24.80 on Thursday. First Trust TCW Unconstrained Plus Bond ETF has a 12 month low of $24.41 and a 12 month high of $25.63. The firm has a 50-day moving average price of $24.87 and a 200-day moving average price of $25.00.

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.