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Donald L. Hagan LLC’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Donald L. Hagan LLC’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
2019
Q1 		– Sell
-63,742
Closed -$1.59M – 100
2018
Q4 		$1.59M Sell
63,742
-32,413
-34% -$812K 1.47% 14
2018
Q3 		$2.42M Buy
+96,155
New +$2.42M 1.89% 11

Other funds holding UCON

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Donald L. Hagan LLC's UCON Position: Q1 2019 in Review

Donald L. Hagan LLC sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q1 2019, closing a stake of 63,742 shares — an estimated $1.59M sold.

Donald L. Hagan LLC first reported a position in UCON in Q3 2018 and held it in 2 quarters. The position peaked at $2.42M in Q3 2018. 22 funds tracked by Wall St. Rank hold UCON as of Q1 2019.

  • Donald L. Hagan LLC reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Donald L. Hagan LLC sold 63,742 First Trust Smith Unconstrained Bond ETF shares in Q1 2019, an estimated $1.59M.
  • Donald L. Hagan LLC first reported a position in First Trust Smith Unconstrained Bond ETF in Q3 2018 and held it in 2 quarters.
  • Donald L. Hagan LLC's First Trust Smith Unconstrained Bond ETF position peaked at $2.42M in Q3 2018.
  • 22 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2019.

Based on Donald L. Hagan LLC's 13F filing for Q1 2019, filed 25 Apr 2019.