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WealthPLAN Partners’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-1,606
Closed -$38.9K – 1392
2023
Q1 		$38.9K Buy
+1,606
New +$39K ﹤0.01% 604

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

WealthPLAN Partners's UCON Position: Q2 2023 in Review

WealthPLAN Partners sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2023, closing a stake of 1,606 shares — an estimated $38.9K sold.

WealthPLAN Partners first reported a position in UCON in Q1 2023 and held it in 1 quarter. The position peaked at $38.9K in Q1 2023. 185 funds tracked by Wall St. Rank hold UCON as of Q2 2023.

  • WealthPLAN Partners reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,606 First Trust Smith Unconstrained Bond ETF shares in Q2 2023, an estimated $38.9K.
  • WealthPLAN Partners first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's First Trust Smith Unconstrained Bond ETF position peaked at $38.9K in Q1 2023.
  • 185 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.