Root Financial Partners’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
Q3 | $209K | Sell |
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|
2025
Q2 | $239K | Sell |
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2025
Q1 | $602K | Sell |
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|
2024
Q4 | $671K | Sell |
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|
2024
Q3 | $724K | Buy |
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|
2024
Q2 | $702K | Sell |
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|
2024
Q1 | $836K | Sell |
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|
2023
Q4 | $884K | Buy |
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|
2023
Q3 | $853K | Buy |
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|
2023
Q2 | $551K | Sell |
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|
2023
Q1 | $605K | Buy |
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