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PFG Private Wealth Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

PFG Private Wealth Management’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
2023
Q1 		– Sell
-36
Closed -$1K – 388
2022
Q4 		$1K Buy
+36
New +$864 ﹤0.01% 333

Other funds holding UCON

M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PFG Private Wealth Management's UCON Position: Q1 2023 in Review

PFG Private Wealth Management sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q1 2023, closing a stake of 36 shares — an estimated $1K sold.

PFG Private Wealth Management first reported a position in UCON in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 184 funds tracked by Wall St. Rank hold UCON as of Q1 2023.

  • PFG Private Wealth Management reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q1 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 36 First Trust Smith Unconstrained Bond ETF shares in Q1 2023, an estimated $1K.
  • PFG Private Wealth Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2022 and held it in 1 quarter.
  • PFG Private Wealth Management's First Trust Smith Unconstrained Bond ETF position peaked at $1K in Q4 2022.
  • 184 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.