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Ameritas Investment Company’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Ameritas Investment Company’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
2021
Q3 		$4.29M Buy
161,206
+149,745
+1,307% +$3.99M 0.2% 91
2021
Q2 		$4.49M Buy
11,461
+6,360
+125% +$169K 0.22% 73
2021
Q1 		$136K Sell
5,101
-11,472
-69% -$306K 0.01% 681
2020
Q4 		$442K Buy
+16,573
New +$438K 0.09% 236

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Ameritas Investment Company's UCON Position: Q3 2021 in Review

Ameritas Investment Company increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 1,307% in Q3 2021, buying an estimated $3.99M and bringing the position to 161,206 shares worth $4.29M. The position accounts for 0.2% of the portfolio, ranked #91.

Ameritas Investment Company first reported a position in UCON in Q4 2020 and has held it in 4 quarters since. The position peaked at $4.49M in Q2 2021. 88 funds tracked by Wall St. Rank hold UCON as of Q3 2021.

  • Ameritas Investment Company held 161,206 shares of First Trust Smith Unconstrained Bond ETF worth $4.29M as of Q3 2021.
  • Ameritas Investment Company bought 149,745 First Trust Smith Unconstrained Bond ETF shares in Q3 2021, an estimated $3.99M.
  • First Trust Smith Unconstrained Bond ETF made up 0.2% of Ameritas Investment Company's portfolio in Q3 2021, its #91 holding.
  • Ameritas Investment Company first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2020 and has held it in 4 quarters since.
  • Ameritas Investment Company's First Trust Smith Unconstrained Bond ETF position peaked at $4.49M in Q2 2021.
  • 88 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.