Steward Partners Investment Advisory’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
Q2 | $6.86M | Sell |
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|
2025
Q1 | $6.91M | Sell |
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|
2024
Q4 | $9.7M | Buy |
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|
2024
Q3 | $9.42M | Buy |
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|
2024
Q2 | $8.72M | Buy |
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|
2024
Q1 | $8.45M | Buy |
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|
2023
Q4 | $7.43M | Sell |
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|
2023
Q3 | $7.43M | Buy |
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|
2023
Q2 | $7.31M | Buy |
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|
2023
Q1 | $7.07M | Buy |
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|
2022
Q4 | $3.31M | Buy |
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|
2022
Q3 | $3.24M | Buy |
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|
2022
Q2 | $3.23M | Sell |
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|
2022
Q1 | $3.61M | Buy |
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|
2021
Q4 | $3.24M | Sell |
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|
2021
Q3 | $3.44M | Buy |
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|
2021
Q2 | $262K | Buy |
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|
2021
Q1 | $189K | Buy |
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