N.E.W. Advisory Services’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History
Bought
Maintained
Sold
Other funds holding UCON
HI
N.E.W. Advisory Services's UCON Position: Q1 2025 in Review
N.E.W. Advisory Services sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q1 2025, closing a stake of 292,891 shares — an estimated $7.22M sold.
N.E.W. Advisory Services first reported a position in UCON in Q3 2023 and held it in 6 quarters. The position peaked at $7.22M in Q2 2024. 287 funds tracked by Wall St. Rank hold UCON as of Q1 2025.
- N.E.W. Advisory Services reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q1 2025 after selling out during the quarter.
- N.E.W. Advisory Services sold 292,891 First Trust Smith Unconstrained Bond ETF shares in Q1 2025, an estimated $7.22M.
- N.E.W. Advisory Services first reported a position in First Trust Smith Unconstrained Bond ETF in Q3 2023 and held it in 6 quarters.
- N.E.W. Advisory Services's First Trust Smith Unconstrained Bond ETF position peaked at $7.22M in Q2 2024.
- 287 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2025.
Based on N.E.W. Advisory Services's 13F filing for Q1 2025, filed 7 May 2025.