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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$742K Buy
29,818
+17,765
+147% +$442K 0.09% 116
2025
Q1 		$298K Buy
+12,053
New +$298K 0.04% 180
2024
Q1 		– Sell
-19,616
Closed -$485K – 231
2023
Q4 		$485K Buy
+19,616
New +$485K 0.08% 122