Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.47M | Sell |
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|
2024
Q2 | $9.51M | Buy |
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|
2024
Q1 | $9.17M | Buy |
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|
2023
Q4 | $8.95M | Sell |
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|
2023
Q3 | $8.77M | Buy |
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|
2023
Q2 | $8.16M | Buy |
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|
2023
Q1 | $7.7M | Buy |
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|
2022
Q4 | $3.79M | Sell |
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|
2022
Q3 | $4.17M | Sell |
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|
2022
Q2 | $4.3M | Sell |
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|
2022
Q1 | $4.55M | Buy |
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|
2021
Q4 | $4.68M | Buy |
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|
2021
Q3 | $4.64M | Buy |
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|
2021
Q2 | $4.49M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $335K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $312K | Buy |
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