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Atria Investments’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Atria Investments’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
2026
Q2 		– Sell
-13,903
Closed -$344K – 2259
2026
Q1 		$344K Sell
13,903
-2,331
-14% -$58.5K ﹤0.01% 1665
2025
Q4 		$409K Sell
16,234
-4,045
-20% -$102K ﹤0.01% 1564
2025
Q3 		$511K Sell
20,279
-1,529
-7% -$38.2K 0.01% 1404
2025
Q2 		$543K Sell
21,808
-305,684
-93% -$7.54M 0.01% 1376
2025
Q1 		$8.11M Buy
327,492
+278,304
+566% +$6.88M 0.1% 228
2024
Q4 		$1.21M Buy
49,188
+206
+0.4% +$5.11K 0.02% 883
2024
Q3 		$1.23M Buy
48,982
+24,664
+101% +$614K 0.02% 872
2024
Q2 		$595K Buy
+24,318
New +$594K 0.01% 1219
2022
Q2 		– Sell
-64,803
Closed -$1.65M – 882
2022
Q1 		$1.65M Buy
64,803
+1,664
+3% +$43.1K 0.03% 641
2021
Q4 		$1.67M Sell
63,139
-106,211
-63% -$2.81M 0.03% 643
2021
Q3 		$4.5M Sell
169,350
-12,618
-7% -$336K 0.08% 286
2021
Q2 		$4.85M Sell
181,968
-92,716
-34% -$2.47M 0.09% 248
2021
Q1 		$7.32M Sell
274,684
-67,104
-20% -$1.79M 0.16% 141
2020
Q4 		$9.12M Sell
341,788
-47,967
-12% -$1.27M 0.22% 109
2020
Q3 		$10.2M Sell
389,755
-27,089
-6% -$709K 0.31% 71
2020
Q2 		$10.7M Buy
+416,844
New +$10.5M 0.37% 62

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Atria Investments's UCON Position: Q2 2026 in Review

Atria Investments sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2026, closing a stake of 13,903 shares — an estimated $344K sold.

Atria Investments first reported a position in UCON in Q2 2020 and held it in 16 quarters. The position peaked at $10.7M in Q2 2020. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Atria Investments reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 13,903 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $344K.
  • Atria Investments first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2020 and held it in 16 quarters.
  • Atria Investments's First Trust Smith Unconstrained Bond ETF position peaked at $10.7M in Q2 2020.
  • 273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.