PCG Wealth 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
Q1
Sell
-10,050
Closed -$248K 137
2024
Q4
$248K Buy
+10,050
New +$249K 0.09% 115
2022
Q4
Sell
-11,730
Closed -$280K 149
2022
Q3
$280K Buy
+11,730
New +$289K 0.1% 107

Other funds holding UCON

PCG Wealth Advisors's UCON Position: Q1 2025 in Review

PCG Wealth Advisors sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q1 2025, closing a stake of 10,050 shares — an estimated $248K sold.

PCG Wealth Advisors first reported a position in UCON in Q3 2022 and held it in 2 quarters. The position peaked at $280K in Q3 2022. 287 funds tracked by Wall St. Rank hold UCON as of Q1 2025.

  • PCG Wealth Advisors reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q1 2025 after selling out during the quarter.
  • PCG Wealth Advisors sold 10,050 First Trust Smith Unconstrained Bond ETF shares in Q1 2025, an estimated $248K.
  • PCG Wealth Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q3 2022 and held it in 2 quarters.
  • PCG Wealth Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $280K in Q3 2022.
  • 287 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2025.

Based on PCG Wealth Advisors's 13F filing for Q1 2025, filed 5 May 2025.