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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-16,950
Closed -$404K 642
2022
Q3
$404K Buy
+16,950
New +$404K 0.01% 291