Holistic Financial Partners’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Holistic Financial Partners’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	$9.19M	Buy
2025 Q2	$8.76M	Buy
2025 Q1	$5.43M	Buy
2024 Q4	$3.48M	Buy
2024 Q3	$2.78M	Sell
2024 Q2	$2.71M	Buy
2024 Q1	$2.26M	Buy