Live Oak Investment Partners Boosts Stock Position in First Trust TCW Unconstrained Plus Bond ETF $UCON

Live Oak Investment Partners raised its holdings in shares of First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON) by 20.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 357,979 shares of the company’s stock after purchasing an additional 61,380 shares during the quarter. First Trust TCW Unconstrained Plus Bond ETF makes up 4.5% of Live Oak Investment Partners’ holdings, making the stock its 3rd biggest position. Live Oak Investment Partners’ holdings in First Trust TCW Unconstrained Plus Bond ETF were worth $9,017,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Axis Wealth Partners LLC raised its position in shares of First Trust TCW Unconstrained Plus Bond ETF by 4.2% in the second quarter. Axis Wealth Partners LLC now owns 12,067 shares of the company’s stock valued at $300,000 after purchasing an additional 486 shares during the period. Chris Bulman Inc grew its stake in First Trust TCW Unconstrained Plus Bond ETF by 2.8% in the 2nd quarter. Chris Bulman Inc now owns 18,130 shares of the company’s stock valued at $451,000 after buying an additional 493 shares during the last quarter. Brookstone Capital Management raised its holdings in First Trust TCW Unconstrained Plus Bond ETF by 2.6% in the 2nd quarter. Brookstone Capital Management now owns 19,747 shares of the company’s stock valued at $492,000 after acquiring an additional 493 shares during the period. Spire Wealth Management lifted its position in First Trust TCW Unconstrained Plus Bond ETF by 10.6% during the second quarter. Spire Wealth Management now owns 5,606 shares of the company’s stock worth $140,000 after acquiring an additional 538 shares during the last quarter. Finally, Horan Securities Inc. boosted its holdings in shares of First Trust TCW Unconstrained Plus Bond ETF by 3.3% during the second quarter. Horan Securities Inc. now owns 20,416 shares of the company’s stock worth $508,000 after acquiring an additional 659 shares during the period.

First Trust TCW Unconstrained Plus Bond ETF Stock Down 0.1%

First Trust TCW Unconstrained Plus Bond ETF stock opened at $25.19 on Tuesday. First Trust TCW Unconstrained Plus Bond ETF has a 12 month low of $24.38 and a 12 month high of $25.63. The stock’s 50 day moving average is $25.19 and its 200-day moving average is $25.11.

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.