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Curran Financial Partners’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Curran Financial Partners’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
2021
Q1 		– Sell
-7,843
Closed -$209K – 63
2020
Q4 		$209K Buy
+7,843
New +$207K 0.18% 56

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JWM
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Royal Bank of Canada
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CFD
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NCM
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HSA
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Stifel Financial
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AI
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Curran Financial Partners's UCON Position: Q1 2021 in Review

Curran Financial Partners sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q1 2021, closing a stake of 7,843 shares — an estimated $209K sold.

Curran Financial Partners first reported a position in UCON in Q4 2020 and held it in 1 quarter. The position peaked at $209K in Q4 2020. 68 funds tracked by Wall St. Rank hold UCON as of Q1 2021.

  • Curran Financial Partners reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Curran Financial Partners sold 7,843 First Trust Smith Unconstrained Bond ETF shares in Q1 2021, an estimated $209K.
  • Curran Financial Partners first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2020 and held it in 1 quarter.
  • Curran Financial Partners's First Trust Smith Unconstrained Bond ETF position peaked at $209K in Q4 2020.
  • 68 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2021.

Based on Curran Financial Partners's 13F filing for Q1 2021, filed 19 May 2021.