Patriot Financial Group Insurance Agency’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
2024 Q4	–	Sell	-9,569	Closed	-$240K	–	527
2024 Q3	$240K	Sell	9,569 -235	-2%	-$5.91K	0.03%	436
2024 Q2	$240K	Buy	+9,804	New	+$240K	0.04%	417