Etesian Wealth Advisors Inc. Grows Stake in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON)

Etesian Wealth Advisors Inc. boosted its position in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON) by 29.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 364,887 shares of the company’s stock after purchasing an additional 82,571 shares during the quarter. First Trust TCW Unconstrained Plus Bond ETF makes up 4.2% of Etesian Wealth Advisors Inc.’s portfolio, making the stock its 3rd biggest position. Etesian Wealth Advisors Inc. owned approximately 0.39% of First Trust TCW Unconstrained Plus Bond ETF worth $9,170,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. B. Riley Wealth Advisors Inc. boosted its stake in First Trust TCW Unconstrained Plus Bond ETF by 72.2% in the 4th quarter. B. Riley Wealth Advisors Inc. now owns 23,558 shares of the company’s stock worth $583,000 after purchasing an additional 9,879 shares in the last quarter. Navalign LLC raised its stake in First Trust TCW Unconstrained Plus Bond ETF by 141.0% during the 1st quarter. Navalign LLC now owns 473,251 shares of the company’s stock worth $11,642,000 after acquiring an additional 276,900 shares during the period. Fermata Advisors LLC bought a new stake in First Trust TCW Unconstrained Plus Bond ETF during the first quarter valued at about $5,136,000. Dynamic Advisor Solutions LLC lifted its holdings in First Trust TCW Unconstrained Plus Bond ETF by 7.1% in the 1st quarter. Dynamic Advisor Solutions LLC now owns 644,443 shares of the company’s stock worth $15,853,000 after purchasing an additional 42,842 shares in the last quarter. Finally, Columbia Advisory Partners LLC boosted its position in shares of First Trust TCW Unconstrained Plus Bond ETF by 133.1% during the first quarter. Columbia Advisory Partners LLC now owns 28,048 shares of the company’s stock worth $690,000 after acquiring an additional 16,015 shares during the last quarter.

First Trust TCW Unconstrained Plus Bond ETF Stock Down 0.0 %

UCON stock traded down $0.01 during mid-day trading on Friday, hitting $24.99. The company had a trading volume of 673,018 shares, compared to its average volume of 661,645. First Trust TCW Unconstrained Plus Bond ETF has a 12-month low of $23.45 and a 12-month high of $25.34. The company has a 50-day moving average price of $25.07 and a 200 day moving average price of $24.69.

About First Trust TCW Unconstrained Plus Bond ETF

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.