Chokshi & Queen Wealth Advisors Inc Increases Holdings in First Trust TCW Unconstrained Plus Bond ETF $UCON

Chokshi & Queen Wealth Advisors Inc grew its holdings in shares of First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON) by 16.8% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 12,367 shares of the company’s stock after purchasing an additional 1,781 shares during the quarter. Chokshi & Queen Wealth Advisors Inc’s holdings in First Trust TCW Unconstrained Plus Bond ETF were worth $308,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in UCON. Maseco LLP bought a new stake in First Trust TCW Unconstrained Plus Bond ETF in the 2nd quarter valued at about $41,000. Rossby Financial LCC bought a new stake in First Trust TCW Unconstrained Plus Bond ETF in the 1st quarter valued at about $61,000. Migdal Insurance & Financial Holdings Ltd. bought a new stake in First Trust TCW Unconstrained Plus Bond ETF in the 1st quarter valued at about $101,000. Spire Wealth Management raised its stake in First Trust TCW Unconstrained Plus Bond ETF by 77.0% in the 1st quarter. Spire Wealth Management now owns 5,068 shares of the company’s stock valued at $125,000 after acquiring an additional 2,204 shares during the period. Finally, Moloney Securities Asset Management LLC bought a new stake in First Trust TCW Unconstrained Plus Bond ETF in the 1st quarter valued at about $204,000.

First Trust TCW Unconstrained Plus Bond ETF Stock Down 0.3%

UCON stock opened at $25.30 on Wednesday. First Trust TCW Unconstrained Plus Bond ETF has a twelve month low of $24.38 and a twelve month high of $25.40. The stock has a 50-day simple moving average of $25.15 and a two-hundred day simple moving average of $24.88.

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.