Kingsview Wealth Management’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	$2.15M	Sell	86,958 -141,916	-62%	-$3.56M	0.03%	494
2025 Q4	$5.76M	Sell	228,874 -12,721	-5%	-$321K	0.08%	253
2025 Q3	$6.09M	Sell	241,595 -190,528	-44%	-$4.76M	0.09%	220
2025 Q2	$10.8M	Sell	432,123 -3,741	-0.9%	-$92.3K	0.18%	93
2025 Q1	$10.8M	Buy	435,864 +281,463	+182%	+$6.96M	0.2%	104
2024 Q4	$3.81M	Buy	154,401 +29,168	+23%	+$723K	0.07%	251
2024 Q3	$3.15M	Buy	125,233 +48,886	+64%	+$1.22M	0.07%	275
2024 Q2	$1.87M	Buy	76,347 +16,181	+27%	+$395K	0.04%	364
2024 Q1	$1.48M	Buy	60,166 +4,724	+9%	+$116K	0.04%	407
2023 Q4	$1.37M	Buy	55,442 +19,205	+53%	+$462K	0.04%	376
2023 Q3	$866K	Buy	36,237 +9,639	+36%	+$233K	0.03%	473
2023 Q2	$643K	Sell	26,598 -11,996	-31%	-$292K	0.03%	527
2023 Q1	$934K	Sell	38,594 -97,634	-72%	-$2.37M	0.04%	421
2022 Q4	$3.28M	Buy	136,228 +15,454	+13%	+$371K	0.14%	167
2022 Q3	$2.88M	Buy	120,774 +89,588	+287%	+$2.21M	0.14%	169
2022 Q2	$764K	Buy	+31,186	New	+$779K	0.04%	432