Spectrum Wealth Advisory Group’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
$17M Buy
683,331
+302,458
+79% +$7.53M 7.91% 5
2025
Q1
$9.43M Buy
380,873
+176,485
+86% +$4.37M 4.52% 7
2024
Q4
$5.04M Buy
204,388
+80,416
+65% +$1.98M 2.38% 12
2024
Q3
$3.12M Buy
+123,972
New +$3.12M 1.75% 14