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Beacon Capital Management Inc (Ohio)’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Beacon Capital Management Inc (Ohio)’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
-667
Closed -$16.1K – 123
2022
Q4 		$16.1K Buy
+667
New +$16K ﹤0.01% 55

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Beacon Capital Management Inc (Ohio)'s UCON Position: Q1 2023 in Review

Beacon Capital Management Inc (Ohio) sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q1 2023, closing a stake of 667 shares — an estimated $16.1K sold.

Beacon Capital Management Inc (Ohio) first reported a position in UCON in Q4 2022 and held it in 1 quarter. The position peaked at $16.1K in Q4 2022. 184 funds tracked by Wall St. Rank hold UCON as of Q1 2023.

  • Beacon Capital Management Inc (Ohio) reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 667 First Trust Smith Unconstrained Bond ETF shares in Q1 2023, an estimated $16.1K.
  • Beacon Capital Management Inc (Ohio) first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2022 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s First Trust Smith Unconstrained Bond ETF position peaked at $16.1K in Q4 2022.
  • 184 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2023.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2023, filed 24 Apr 2023.