Retirement Planning Group (Kansas)’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
2025 Q2	$1.43M	Sell	57,423 -66,009	-53%	-$1.64M	0.06%	115
2025 Q1	$3.05M	Sell	123,432 -60,996	-33%	-$1.51M	0.14%	58
2024 Q4	$4.55M	Sell	184,428 -16,236	-8%	-$400K	0.23%	42
2024 Q3	$5.04M	Sell	200,664 -14,706	-7%	-$370K	0.27%	45
2024 Q2	$5.27M	Buy	+215,370	New	+$5.27M	0.33%	37