AssuredPartners Investment Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.13M	Sell	45,250 -80,239	-64%	-$2M	0.28%	69
2025 Q1	$3.11M	Buy	125,489 +4,979	+4%	+$123K	0.6%	44
2024 Q4	$2.97M	Buy	+120,510	New	+$2.97M	0.58%	45