V Wealth Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

V Wealth 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
2022 Q3	–	Sell	-13,028	Closed	-$319K	–	415
2022 Q2	$319K	Buy	13,028 +4,980	+62%	+$124K	0.06%	296
2022 Q1	$205K	Buy	+8,048	New	+$209K	0.03%	423

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

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

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

V Wealth Advisors's UCON Position: Q3 2022 in Review

V Wealth Advisors sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q3 2022, closing a stake of 13,028 shares — an estimated $319K sold.

V Wealth Advisors first reported a position in UCON in Q1 2022 and held it in 2 quarters. The position peaked at $319K in Q2 2022. 171 funds tracked by Wall St. Rank hold UCON as of Q3 2022.

V Wealth Advisors reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q3 2022 after selling out during the quarter.
V Wealth Advisors sold 13,028 First Trust Smith Unconstrained Bond ETF shares in Q3 2022, an estimated $319K.
V Wealth Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2022 and held it in 2 quarters.
V Wealth Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $319K in Q2 2022.
171 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2022.

Based on V Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.