Ellenbecker Investment Group’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
Q3 | $437K | Sell |
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|
2025
Q2 | $549K | Sell |
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|
2025
Q1 | $903K | Sell |
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|
2024
Q4 | $2.54M | Sell |
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|
2024
Q3 | $4.73M | Buy |
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|
2024
Q2 | $4.43M | Buy |
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|
2024
Q1 | $4.12M | Buy |
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|
2023
Q4 | $3.63M | Buy |
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|
2023
Q3 | $3.49M | Buy |
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|
2023
Q2 | $3.49M | Buy |
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|
2023
Q1 | $3.16M | Buy |
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|
2022
Q4 | $3.1M | Buy |
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|
2022
Q3 | $2.91M | Buy |
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|
2022
Q2 | $2.14M | Buy |
|