GoalVest Advisory’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
2025
Q1
Sell
-661
Closed -$16.3K 544
2024
Q4
$16.3K Sell
661
-462
-41% -$11.4K ﹤0.01% 258
2024
Q3
$28.2K Buy
+1,123
New +$28.2K 0.01% 237