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Atlas Private Wealth Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Atlas Private Wealth Management’s Portfolio UCON Stock Details UCON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-150
Closed -$4K – 487
2020
Q1 		$4K Hold
150
– – ﹤0.01% 381
2019
Q4 		$4K Buy
+150
New +$3.88K ﹤0.01% 409

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
NCM
Northwest Capital Management Lake Oswego, Oregon $23.1M AUM 13.6% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Atlas Private Wealth Management's UCON Position: Q2 2020 in Review

Atlas Private Wealth Management sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2020, closing a stake of 150 shares — an estimated $4K sold.

Atlas Private Wealth Management first reported a position in UCON in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q1 2020. 43 funds tracked by Wall St. Rank hold UCON as of Q2 2020.

  • Atlas Private Wealth Management reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 150 First Trust Smith Unconstrained Bond ETF shares in Q2 2020, an estimated $4K.
  • Atlas Private Wealth Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2019 and held it in 2 quarters.
  • Atlas Private Wealth Management's First Trust Smith Unconstrained Bond ETF position peaked at $4K in Q1 2020.
  • 43 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2020.

Based on Atlas Private Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.