Chokshi & Queen Wealth Advisors’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
$308K Buy
12,367
+1,781
+17% +$44.3K 0.18% 42
2025
Q1
$262K Buy
10,586
+112
+1% +$2.77K 0.16% 44
2024
Q4
$258K Buy
+10,474
New +$258K 0.16% 43