True Link Financial Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

True Link Financial Advisors’s Portfolio UCON Stock Details UCON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-14,037	Closed	-$335K	–	104
2023 Q3	$335K	Hold	14,037	–	–	0.04%	88
2023 Q2	$339K	Hold	14,037	–	–	0.04%	93
2023 Q1	$340K	Hold	14,037	–	–	0.04%	93
2022 Q4	$338K	Hold	14,037	–	–	0.05%	91
2022 Q3	$334K	Buy	+14,037	New	+$346K	0.05%	101

Other funds holding UCON

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

True Link Financial Advisors's UCON Position: Q4 2023 in Review

True Link Financial Advisors sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q4 2023, closing a stake of 14,037 shares — an estimated $335K sold.

True Link Financial Advisors first reported a position in UCON in Q3 2022 and held it in 5 quarters. The position peaked at $340K in Q1 2023. 212 funds tracked by Wall St. Rank hold UCON as of Q4 2023.

True Link Financial Advisors reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q4 2023 after selling out during the quarter.
True Link Financial Advisors sold 14,037 First Trust Smith Unconstrained Bond ETF shares in Q4 2023, an estimated $335K.
True Link Financial Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q3 2022 and held it in 5 quarters.
True Link Financial Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $340K in Q1 2023.
212 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q4 2023.

Based on True Link Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.