AE Wealth Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Sell |
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|
2025
Q1 | $147K | Sell |
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|
2024
Q4 | $879K | Buy |
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|
2024
Q3 | $816K | Buy |
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|
2024
Q2 | $742K | Buy |
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|
2024
Q1 | $237K | Sell |
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|
2023
Q4 | $7.73M | Sell |
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|
2023
Q3 | $11.3M | Buy |
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|
2023
Q2 | $9.39M | Sell |
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|
2023
Q1 | $22.9M | Buy |
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|
2022
Q4 | $18M | Buy |
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|
2022
Q3 | $3.49M | Sell |
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|
2022
Q2 | $4.01M | Sell |
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|
2022
Q1 | $6.88M | Sell |
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|
2021
Q4 | $8.74M | Sell |
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|
2021
Q3 | $12.6M | Buy |
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|
2021
Q2 | $6.72M | Buy |
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|
2021
Q1 | $6.3M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $221K | Sell |
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|
2020
Q1 | $272K | Sell |
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|
2019
Q4 | $365K | Buy |
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