Merkkuri Wealth Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$373K Sell
14,969
-461
-3% -$11.5K 0.28% 61
2025
Q1
$382K Buy
15,430
+171
+1% +$4.23K 0.33% 64
2024
Q4
$376K Sell
15,259
-2,209
-13% -$54.5K 0.3% 65
2024
Q3
$439K Buy
17,468
+286
+2% +$7.19K 0.35% 61
2024
Q2
$420K Buy
+17,182
New +$420K 0.39% 57