OneDigital Investment Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
|
|||||
|
2025
Q1 | $1.91M | Buy |
|
|||||
|
2024
Q4 | $1.81M | Buy |
|
|||||
|
2024
Q3 | $700K | Buy |
|
|||||
|
2024
Q2 | $407K | Sell |
|
|||||
|
2024
Q1 | $1.06M | Buy |
|
|||||
|
2023
Q4 | $970K | Buy |
|
|||||
|
2023
Q3 | $482K | Hold |
|
|||||
|
2023
Q2 | $487K | Sell |
|
|||||
|
2023
Q1 | $797K | Sell |
|
|||||
|
2022
Q4 | $904K | Buy |
|