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Connectus Wealth’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Connectus Wealth’s Portfolio UCON Stock Details UCON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-268,912
Closed -$6.51M – 479
2023
Q1 		$6.51M Sell
268,912
-60,013
-18% -$1.45M 0.16% 128
2022
Q4 		$7.93M Sell
328,925
-1,045,470
-76% -$25.2M 0.19% 115
2022
Q3 		$32.7M Buy
+1,374,395
New +$32.7M 0.68% 30