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

Atria Wealth Solutions’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
Q2 		$2.43M Sell
97,646
-57,064
-37% -$1.41M 0.06% 366
2025
Q1 		$3.83M Buy
154,710
+10,398
+7% +$257K 0.05% 415
2024
Q4 		$3.56M Buy
144,312
+5,541
+4% +$137K 0.04% 451
2024
Q3 		$3.49M Buy
138,771
+52,991
+62% +$1.32M 0.04% 443
2024
Q2 		$2.1M Buy
85,780
+35,380
+70% +$864K 0.02% 610
2024
Q1 		$1.24M Sell
50,400
-9,280
-16% -$228K 0.01% 817
2023
Q4 		$1.48M Sell
59,680
-2,230
-4% -$53.7K 0.02% 712
2023
Q3 		$1.48M Sell
61,910
-7,000
-10% -$169K 0.02% 660
2023
Q2 		$1.67M Buy
68,910
+3,573
+5% +$87K 0.02% 634
2023
Q1 		$1.58M Sell
65,337
-402
-0.6% -$9.77K 0.02% 621
2022
Q4 		$1.58M Buy
65,739
+9,266
+16% +$222K 0.03% 596
2022
Q3 		$1.35M Sell
56,473
-761
-1% -$18.7K 0.02% 617
2022
Q2 		$1.4M Buy
57,234
+4,428
+8% +$111K 0.03% 563
2022
Q1 		$1.35M Buy
+52,806
New +$1.37M 0.02% 613

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

Atria Wealth Solutions's UCON Position: Q2 2025 in Review

Atria Wealth Solutions reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 37% in Q2 2025, selling an estimated $1.41M and leaving 97,646 shares worth $2.43M. The position accounts for 0.06% of the portfolio, ranked #366.

Atria Wealth Solutions first reported a position in UCON in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.83M in Q1 2025. 275 funds tracked by Wall St. Rank hold UCON as of Q2 2025.

  • Atria Wealth Solutions held 97,646 shares of First Trust Smith Unconstrained Bond ETF worth $2.43M as of Q2 2025.
  • Atria Wealth Solutions sold 57,064 First Trust Smith Unconstrained Bond ETF shares in Q2 2025, an estimated $1.41M.
  • First Trust Smith Unconstrained Bond ETF made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #366 holding.
  • Atria Wealth Solutions first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's First Trust Smith Unconstrained Bond ETF position peaked at $3.83M in Q1 2025.
  • 275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.