Gaddis Premier Wealth Advisors LLC Invests $5.91 Million in First Trust TCW Unconstrained Plus Bond ETF $UCON

Gaddis Premier Wealth Advisors LLC acquired a new stake in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON) during the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 234,712 shares of the company’s stock, valued at approximately $5,908,000. First Trust TCW Unconstrained Plus Bond ETF makes up about 4.5% of Gaddis Premier Wealth Advisors LLC’s portfolio, making the stock its 6th biggest holding. Gaddis Premier Wealth Advisors LLC owned 0.18% of First Trust TCW Unconstrained Plus Bond ETF as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in UCON. Goldman Sachs Group Inc. bought a new stake in First Trust TCW Unconstrained Plus Bond ETF in the 1st quarter valued at $1,139,000. Northwestern Mutual Wealth Management Co. increased its stake in First Trust TCW Unconstrained Plus Bond ETF by 2,289.6% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 4,588 shares of the company’s stock valued at $114,000 after buying an additional 4,396 shares during the last quarter. Cresset Asset Management LLC increased its stake in First Trust TCW Unconstrained Plus Bond ETF by 9.2% in the 2nd quarter. Cresset Asset Management LLC now owns 9,018 shares of the company’s stock valued at $224,000 after buying an additional 757 shares during the last quarter. NewEdge Advisors LLC increased its stake in First Trust TCW Unconstrained Plus Bond ETF by 7.2% in the 2nd quarter. NewEdge Advisors LLC now owns 432,079 shares of the company’s stock valued at $10,754,000 after buying an additional 29,076 shares during the last quarter. Finally, Betterment LLC increased its stake in First Trust TCW Unconstrained Plus Bond ETF by 88.3% in the 2nd quarter. Betterment LLC now owns 18,529 shares of the company’s stock valued at $461,000 after buying an additional 8,689 shares during the last quarter.

First Trust TCW Unconstrained Plus Bond ETF Trading Down 0.1%

Shares of UCON stock opened at $24.81 on Tuesday. First Trust TCW Unconstrained Plus Bond ETF has a 1 year low of $24.41 and a 1 year high of $25.63. The firm’s fifty day moving average price is $24.88 and its two-hundred day moving average price is $25.05.

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.