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MPWM Advisory Solutions’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

MPWM Advisory Solutions’s Portfolio UCON Stock Details UCON Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.2M Sell
48,343
-18,871
-28% -$470K 0.76% 23
2025
Q1 		$1.66M Buy
67,214
+2,260
+3% +$55.9K 1.21% 18
2024
Q4 		$1.6M Buy
+64,954
New +$1.6M 1.17% 19