Arkos Global Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Arkos Global Advisors’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
2025 Q4	–	Sell	-97,603	Closed	-$2.46M	–	166
2025 Q3	$2.46M	Buy	97,603 +1,104	+1%	+$27.6K	0.31%	33
2025 Q2	$2.4M	Buy	96,499 +1,046	+1%	+$25.8K	0.33%	29
2025 Q1	$2.36M	Sell	95,453 -18,852	-16%	-$466K	0.35%	29
2024 Q4	$2.82M	Buy	114,305 +1,260	+1%	+$31.2K	0.41%	28
2024 Q3	$2.84M	Buy	113,045 +1,869	+2%	+$46.6K	0.41%	27
2024 Q2	$2.72M	Buy	111,176 +911	+0.8%	+$22.2K	0.44%	25
2024 Q1	$2.71M	Buy	+110,265	New	+$2.71M	0.45%	24

Other funds holding UCON

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Arkos Global Advisors's UCON Position: Q4 2025 in Review

Arkos Global Advisors sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q4 2025, closing a stake of 97,603 shares — an estimated $2.46M sold.

Arkos Global Advisors first reported a position in UCON in Q1 2024 and held it in 7 quarters. The position peaked at $2.84M in Q3 2024. 283 funds tracked by Wall St. Rank hold UCON as of Q4 2025.

Arkos Global Advisors reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q4 2025 after selling out during the quarter.
Arkos Global Advisors sold 97,603 First Trust Smith Unconstrained Bond ETF shares in Q4 2025, an estimated $2.46M.
Arkos Global Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2024 and held it in 7 quarters.
Arkos Global Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $2.84M in Q3 2024.
283 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q4 2025.

Based on Arkos Global Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.