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

HCR Wealth Advisors’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
2025 Q3	$1.37M	Buy
2025 Q2	$742K	Buy
2025 Q1	$298K	Buy
2024 Q1	–	Sell
2023 Q4	$485K	Buy