Viridian RIA’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Viridian RIA’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 Q1	–	Sell	-13,618	Closed	-$353K	–	72
2021 Q4	$359K	Buy	+13,618	New	+$360K	0.08%	74
2021 Q2	–	Hold	0	–	–	–	68
2021 Q1	–	Sell	-19,734	Closed	-$526K	–	62
2020 Q4	$527K	Sell	19,734 -3,119	-14%	-$82.5K	0.15%	52
2020 Q3	$599K	Hold	22,853	–	–	0.2%	50
2020 Q2	$588K	Sell	22,853 -1,681	-7%	-$42.2K	0.21%	49
2020 Q1	$592K	Buy	+24,534	New	+$624K	0.27%	44

Other funds holding UCON

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

JWM

Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return

Viridian RIA's UCON Position: Q1 2022 in Review

Viridian RIA sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q1 2022, closing a stake of 13,618 shares — an estimated $353K sold.

Viridian RIA first reported a position in UCON in Q1 2020 and held it in 5 quarters. The position peaked at $599K in Q3 2020. 141 funds tracked by Wall St. Rank hold UCON as of Q1 2022.

Viridian RIA reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q1 2022 after selling out during the quarter.
Viridian RIA sold 13,618 First Trust Smith Unconstrained Bond ETF shares in Q1 2022, an estimated $353K.
Viridian RIA first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2020 and held it in 5 quarters.
Viridian RIA's First Trust Smith Unconstrained Bond ETF position peaked at $599K in Q3 2020.
141 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.