Simplicity Wealth’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
2024
Q4
Sell
-22,168
Closed -$557K 503
2024
Q3
$557K Sell
22,168
-289,373
-93% -$7.27M 0.05% 271
2024
Q2
$7.62M Buy
311,541
+13,646
+5% +$334K 0.17% 120
2024
Q1
$7.33M Buy
+297,895
New +$7.33M 0.17% 119