AWE
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Avidian Wealth Enterprises’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Avidian Wealth Enterprises’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
2023
Q1 		– Sell
-9,712
Closed -$234K – 505
2022
Q4 		$234K Buy
+9,712
New +$233K 0.02% 404

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HI
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Bank of America
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PVI
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avidian Wealth Enterprises's UCON Position: Q1 2023 in Review

Avidian Wealth Enterprises sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q1 2023, closing a stake of 9,712 shares — an estimated $234K sold.

Avidian Wealth Enterprises first reported a position in UCON in Q4 2022 and held it in 1 quarter. The position peaked at $234K in Q4 2022. 184 funds tracked by Wall St. Rank hold UCON as of Q1 2023.

  • Avidian Wealth Enterprises reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 9,712 First Trust Smith Unconstrained Bond ETF shares in Q1 2023, an estimated $234K.
  • Avidian Wealth Enterprises first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2022 and held it in 1 quarter.
  • Avidian Wealth Enterprises's First Trust Smith Unconstrained Bond ETF position peaked at $234K in Q4 2022.
  • 184 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2023, filed 8 May 2023.