SMFG
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Sumitomo Mitsui Financial Group’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-210,426
Closed -$5.21M 183
2025
Q1
$5.21M Sell
210,426
-5,814
-3% -$144K 0.1% 56
2024
Q4
$5.33M Buy
216,240
+131,534
+155% +$3.24M 0.07% 58
2024
Q3
$2.13M Sell
84,706
-12,960
-13% -$326K 0.05% 74
2024
Q2
$2.39M Buy
97,666
+45
+0% +$1.1K 0.07% 67
2024
Q1
$2.4M Buy
+97,621
New +$2.4M 0.07% 68