NFP
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NorthLanding Financial Partners’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

NorthLanding Financial 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
2022
Q4 		– Sell
-9,817
Closed -$234K – 64
2022
Q3 		$234K Buy
+9,817
New +$242K 0.18% 58

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Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
C
CFO4Life Coppell, Texas $471M AUM
CG
CFO4Life Group Coppell, Texas $656M AUM 17.88% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

NorthLanding Financial Partners's UCON Position: Q4 2022 in Review

NorthLanding Financial Partners sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q4 2022, closing a stake of 9,817 shares — an estimated $234K sold.

NorthLanding Financial Partners first reported a position in UCON in Q3 2022 and held it in 1 quarter. The position peaked at $234K in Q3 2022. 183 funds tracked by Wall St. Rank hold UCON as of Q4 2022.

  • NorthLanding Financial Partners reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q4 2022 after selling out during the quarter.
  • NorthLanding Financial Partners sold 9,817 First Trust Smith Unconstrained Bond ETF shares in Q4 2022, an estimated $234K.
  • NorthLanding Financial Partners first reported a position in First Trust Smith Unconstrained Bond ETF in Q3 2022 and held it in 1 quarter.
  • NorthLanding Financial Partners's First Trust Smith Unconstrained Bond ETF position peaked at $234K in Q3 2022.
  • 183 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q4 2022.

Based on NorthLanding Financial Partners's 13F filing for Q4 2022, filed 3 Feb 2023.