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

Holistic Planning’s Portfolio UCON Stock Details UCON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$415K Buy
16,662
+1,194
+8% +$29.7K 0.12% 139
2025
Q1 		$383K Buy
+15,468
New +$383K 0.13% 119