Beckerman Institutional’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
$374K Sell
15,007
-26,177
-64% -$652K 0.25% 80
2025
Q1
$1.02M Sell
41,184
-4,720
-10% -$117K 0.74% 38
2024
Q4
$1.13M Buy
45,904
+5,009
+12% +$124K 0.91% 35
2024
Q3
$1.03M Buy
+40,895
New +$1.03M 0.87% 35