Walkner Condon Financial Advisors’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
Q3 | $13.5M | Buy |
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|
2025
Q2 | $11.6M | Sell |
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|
2025
Q1 | $12.1M | Buy |
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|
2024
Q4 | $10.4M | Sell |
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|
2024
Q3 | $11.4M | Buy |
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|
2024
Q2 | $5.7M | Buy |
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|
2024
Q1 | $5.45M | Sell |
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|
2023
Q4 | $7.78M | Buy |
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|
2023
Q3 | $7.05M | Sell |
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|
2023
Q2 | $7.38M | Buy |
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|
2023
Q1 | $7.16M | Sell |
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|
2022
Q4 | $7.65M | Buy |
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|
2022
Q3 | $7.41M | Buy |
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|
2022
Q2 | $4.86M | Sell |
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|
2022
Q1 | $5.12M | Buy |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3.15M | Buy |
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|
2021
Q1 | $1.53M | Buy |
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