Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $2.74M | Buy |
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|
2024
Q3 | $19.9K | Buy |
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|
2024
Q2 | – | Hold |
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|
2024
Q1 | – | Hold |
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|
2023
Q4 | – | Hold |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.42K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $24.3K | Sell |
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|
2022
Q3 | $38K | Hold |
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|
2022
Q2 | $39K | Hold |
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|
2022
Q1 | $41K | Sell |
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|
2021
Q4 | $284K | Buy |
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|
2021
Q3 | $123K | Hold |
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|
2021
Q2 | $124K | Buy |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Hold |
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|
2019
Q4 | – | Hold |
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|
2019
Q3 | – | Hold |
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|
2019
Q2 | – | Hold |
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|
2019
Q1 | – | Hold |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Hold |
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