Medallion Wealth Advisors, LLC’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$157K Sell
2025
Q4
$162K Hold
2025
Q3
$162K Hold
2025
Q2
$160K Hold
2025
Q1
$160K Buy
2024
Q4
$142K Buy