Independent Financial Group’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Independent Financial Group’s Portfolio UCON Stock Details UCON Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.17M	Buy
2025 Q4	–	Sell
2025 Q3	$1.1M	Buy
2025 Q2	$546K	Buy
2025 Q1	$273K	Buy
2024 Q4	$268K	Sell
2024 Q3	$415K	Sell
2024 Q2	$598K	Sell
2024 Q1	$677K	Buy
2023 Q4	$672K	Buy