Perennial Investment Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Perennial Investment Advisors’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
2025 Q2	$4.72M	Sell
2025 Q1	$13.1M	Buy
2024 Q4	$10.3M	Buy
2024 Q3	$6.47M	Buy
2024 Q2	$518K	Buy
2024 Q1	$230K	Buy
2023 Q4	$229K	Buy
2023 Q3	$220K	Buy