Number of Shares
931,294.00
Current Holdings Value*
$23.05 Mil
% of Portfolio
2.38%
Total Estimate Gain
$-788,289.17
% of Total Estimate Gain
-1.71%

First Heartland Consultants, Inc.'s First Trust TCW Unconstrained Plus Bond ETF Holding Summary

As of 2025-03-31, First Heartland Consultants, Inc. held 931,294.00 shares of First Trust TCW Unconstrained Plus Bond ETF(UCON), totaling $23.05 Mil. This investment constitutes 2.38% of their stock portfolio, and First Heartland Consultants, Inc. now holds 0.74% of the outstanding First Trust TCW Unconstrained Plus Bond ETF(UCON) stock.

The initial trade took place in 2021Q2. And since then First Heartland Consultants, Inc. has made 8 purchases of UCON, at an average price of $25.06, for a total of 1.84 Mil shares. In addition, there have been 8 sales at an average price of $24.44 for 910,546.00 shares. Based on historical transaction data and UCON's current price of $24.81, First Heartland Consultants, Inc.'s estimated gain on his UCON holdings is $-788,289.17, reflecting a -1.71% gain to date.

First Heartland Consultants, Inc. UCON ($24.81) Holding Chart

First Heartland Consultants, Inc. UCON ($24.81) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1