Synergy Investment Management LLC Buys New Holdings in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON)

Synergy Investment Management LLC purchased a new position in shares of First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 74,475 shares of the company’s stock, valued at approximately $1,836,000.

Other institutional investors have also recently bought and sold shares of the company. LPL Financial LLC increased its holdings in shares of First Trust TCW Unconstrained Plus Bond ETF by 27.2% during the 3rd quarter. LPL Financial LLC now owns 10,319,218 shares of the company’s stock worth $259,322,000 after acquiring an additional 2,207,155 shares during the last quarter. JPMorgan Chase & Co. boosted its position in First Trust TCW Unconstrained Plus Bond ETF by 133.0% during the third quarter. JPMorgan Chase & Co. now owns 1,246,222 shares of the company’s stock worth $31,318,000 after purchasing an additional 711,314 shares during the period. Harbour Investments Inc. increased its holdings in shares of First Trust TCW Unconstrained Plus Bond ETF by 19.8% in the third quarter. Harbour Investments Inc. now owns 3,439,085 shares of the company’s stock valued at $86,424,000 after purchasing an additional 568,292 shares during the last quarter. Prasad Wealth Partners LLC bought a new position in shares of First Trust TCW Unconstrained Plus Bond ETF in the fourth quarter valued at about $10,482,000. Finally, Wagner Wealth Management LLC lifted its stake in shares of First Trust TCW Unconstrained Plus Bond ETF by 20.2% during the 4th quarter. Wagner Wealth Management LLC now owns 2,057,359 shares of the company’s stock worth $50,714,000 after buying an additional 345,506 shares during the last quarter.

First Trust TCW Unconstrained Plus Bond ETF Trading Up 0.2 %

Shares of UCON opened at $24.95 on Tuesday. First Trust TCW Unconstrained Plus Bond ETF has a 52 week low of $24.09 and a 52 week high of $25.34. The firm’s 50-day simple moving average is $24.67 and its 200 day simple moving average is $24.83.

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.