EWA
Etesian Wealth Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
507,151
+50,779
| +11% | +$1.26M | 4.71% | 3 |
|
|
2025
Q1 | $11.3M | Buy |
456,372
+46,887
| +11% | +$1.16M | 4.87% | 2 |
|
|
2024
Q4 | $10.1M | Buy |
409,485
+44,598
| +12% | +$1.1M | 4.46% | 2 |
|
|
2024
Q3 | $9.17M | Buy |
364,887
+82,571
| +29% | +$2.08M | 4.15% | 3 |
|
|
2024
Q2 | $6.9M | Buy |
282,316
+22,577
| +9% | +$552K | 3.88% | 4 |
|
|
2024
Q1 | $6.39M | Buy |
259,739
+19,816
| +8% | +$487K | 3.67% | 3 |
|
|
2023
Q4 | $5.95M | Buy |
239,923
+19,229
| +9% | +$477K | 3.57% | 4 |
|
|
2023
Q3 | $5.27M | Buy |
220,694
+15,906
| +8% | +$380K | 3.55% | 4 |
|
|
2023
Q2 | $4.95M | Buy |
204,788
+35,918
| +21% | +$868K | 3.23% | 5 |
|
|
2023
Q1 | $4.09M | Buy |
168,870
+23,568
| +16% | +$571K | 2.72% | 7 |
|
|
2022
Q4 | $3.5M | Buy |
+145,302
| New | +$3.5M | 2.55% | 6 |
|