Envestnet Portfolio Solutions Inc. grew its holdings in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON – Free Report) by 18.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 216,764 shares of the company’s stock after purchasing an additional 34,065 shares during the quarter. Envestnet Portfolio Solutions Inc. owned about 0.17% of First Trust TCW Unconstrained Plus Bond ETF worth $5,456,000 as of its most recent filing with the SEC.
Several other hedge funds have also modified their holdings of the stock. Savvy Advisors Inc. grew its stake in shares of First Trust TCW Unconstrained Plus Bond ETF by 2.7% during the third quarter. Savvy Advisors Inc. now owns 15,508 shares of the company’s stock valued at $391,000 after purchasing an additional 405 shares during the last quarter. Huntleigh Advisors Inc. grew its stake in shares of First Trust TCW Unconstrained Plus Bond ETF by 2.5% during the fourth quarter. Huntleigh Advisors Inc. now owns 18,059 shares of the company’s stock valued at $455,000 after purchasing an additional 439 shares during the last quarter. Axis Wealth Partners LLC grew its stake in shares of First Trust TCW Unconstrained Plus Bond ETF by 4.0% during the fourth quarter. Axis Wealth Partners LLC now owns 13,058 shares of the company’s stock valued at $329,000 after purchasing an additional 501 shares during the last quarter. Stratos Wealth Advisors LLC grew its stake in shares of First Trust TCW Unconstrained Plus Bond ETF by 1.6% during the third quarter. Stratos Wealth Advisors LLC now owns 35,286 shares of the company’s stock valued at $889,000 after purchasing an additional 559 shares during the last quarter. Finally, Cresset Asset Management LLC grew its stake in shares of First Trust TCW Unconstrained Plus Bond ETF by 9.2% during the second quarter. Cresset Asset Management LLC now owns 9,018 shares of the company’s stock valued at $224,000 after purchasing an additional 757 shares during the last quarter.
First Trust TCW Unconstrained Plus Bond ETF Price Performance
UCON opened at $24.82 on Thursday. 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 simple moving average is $24.89 and its 200-day simple moving average is $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.
Further Reading
- Five stocks we like better than First Trust TCW Unconstrained Plus Bond ETF
- From Zepbound to Foundayo: Lilly’s Latest Results Support Oral GLP-1 Outlook
- AI Consolidation Begins: Blackstone & Google Forge an AI Empire
- USA Rare Earth Posts Strong Q1 2026 as Massive Serra Vera Deal Looms
- 3 Space Infrastructure Stocks Gaining Momentum Ahead of the SpaceX IPO
Receive News & Ratings for First Trust TCW Unconstrained Plus Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for First Trust TCW Unconstrained Plus Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.
