Wealth Enhancement Advisory Services’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Sell |
17,332
-7,415
| -30% | -$184K | ﹤0.01% | 2319 |
|
|
2025
Q1 | $612K | Sell |
24,747
-3,537
| -13% | -$87.5K | ﹤0.01% | 1888 |
|
|
2024
Q4 | $697K | Buy |
+28,284
| New | +$697K | ﹤0.01% | 1743 |
|
|
2024
Q3 | – | Sell |
-8,616
| Closed | -$211K | – | 2749 |
|
|
2024
Q2 | $211K | Sell |
8,616
-87
| -1% | -$2.13K | ﹤0.01% | 2254 |
|
|
2024
Q1 | $214K | Sell |
8,703
-837
| -9% | -$20.6K | ﹤0.01% | 2149 |
|
|
2023
Q4 | $236K | Buy |
+9,540
| New | +$236K | ﹤0.01% | 1991 |
|