Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Kovitz Investment Group Partners’s Portfolio UCON Stock Details UCON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.69M Sell
2025
Q1 		$3.8M Sell
2024
Q4 		$3.96M Sell
2024
Q3 		$4.07M Buy