Tolleson Wealth Management’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 | $8.19M | Buy |
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|
2025
Q1 | $7.03M | Sell |
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|
2024
Q4 | $7.72M | Sell |
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|
2024
Q3 | $8.6M | Sell |
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|
2024
Q2 | $13M | Sell |
|
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|
2024
Q1 | $13.6M | Sell |
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|
2023
Q4 | $33.6M | Buy |
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|
2023
Q3 | $6.52M | Buy |
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|
2023
Q2 | $5.23M | Sell |
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|
2023
Q1 | $6.21M | Sell |
|
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|
2022
Q4 | $13.7M | Sell |
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|
2022
Q3 | $15.9M | Sell |
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|
2022
Q2 | $17.5M | Buy |
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|
2022
Q1 | $1.67M | Sell |
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|
2021
Q4 | $2.65M | Buy |
|