Concurrent Investment Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Concurrent Investment Advisors’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
2025 Q3	$766K	Buy
2025 Q2	$680K	Buy
2025 Q1	$466K	Buy
2024 Q4	$408K	Sell
2024 Q3	$427K	Buy
2024 Q2	$322K	Buy