Kestra Private Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4M | Sell |
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|
2025
Q1 | $17.4M | Buy |
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|
2024
Q4 | $16.4M | Buy |
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|
2024
Q3 | $15.9M | Buy |
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|
2024
Q2 | $290K | Buy |
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|
2024
Q1 | $214K | Sell |
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $314K | Sell |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $1.32M | Buy |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $345K | Buy |
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|
2022
Q2 | $309K | Buy |
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|
2022
Q1 | $321K | Sell |
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|
2021
Q4 | $376K | Buy |
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