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Macroview Investment Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Macroview Investment Management’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
2022
Q3 		– Sell
-110
Closed -$3K – 526
2022
Q2 		$3K Buy
+110
New +$2.75K ﹤0.01% 357

Other funds holding UCON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Macroview Investment Management's UCON Position: Q3 2022 in Review

Macroview Investment Management sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q3 2022, closing a stake of 110 shares — an estimated $3K sold.

Macroview Investment Management first reported a position in UCON in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 171 funds tracked by Wall St. Rank hold UCON as of Q3 2022.

  • Macroview Investment Management reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Macroview Investment Management sold 110 First Trust Smith Unconstrained Bond ETF shares in Q3 2022, an estimated $3K.
  • Macroview Investment Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2022 and held it in 1 quarter.
  • Macroview Investment Management's First Trust Smith Unconstrained Bond ETF position peaked at $3K in Q2 2022.
  • 171 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2022.

Based on Macroview Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.