CAPTRUST Financial Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
|
|||||
|
2025
Q1 | $5.66M | Sell |
|
|||||
|
2024
Q4 | $5.74M | Sell |
|
|||||
|
2024
Q3 | $6.01M | Sell |
|
|||||
|
2024
Q2 | $6.11M | Sell |
|
|||||
|
2024
Q1 | $9.06M | Sell |
|
|||||
|
2023
Q4 | $11.8M | Buy |
|
|||||
|
2023
Q3 | $9.99M | Buy |
|
|||||
|
2023
Q2 | $9.74M | Buy |
|
|||||
|
2023
Q1 | $1.42M | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $5K | Buy |
|