Baird Financial Group
UCON icon

Baird Financial Group’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Baird Financial Group’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
Q1 		$7.11M Buy
286,856
+4,437
+2% +$111K 0.01% 637
2025
Q4 		$7.11M Buy
282,419
+4,266
+2% +$108K 0.01% 636
2025
Q3 		$7.01M Buy
278,153
+2,397
+0.9% +$59.9K 0.01% 640
2025
Q2 		$6.86M Sell
275,756
-7,256
-3% -$179K 0.01% 613
2025
Q1 		$7M Buy
283,012
+9,380
+3% +$232K 0.01% 579
2024
Q4 		$6.75M Sell
273,632
-48,575
-15% -$1.2M 0.01% 596
2024
Q3 		$8.1M Buy
322,207
+12,313
+4% +$307K 0.02% 563
2024
Q2 		$7.58M Buy
309,894
+17,836
+6% +$435K 0.02% 558
2024
Q1 		$7.18M Buy
292,058
+14,228
+5% +$350K 0.02% 568
2023
Q4 		$6.87M Buy
277,830
+128,810
+86% +$3.1M 0.02% 566
2023
Q3 		$3.56M Buy
149,020
+1,856
+1% +$44.9K 0.01% 724
2023
Q2 		$3.56M Sell
147,164
-916
-0.6% -$22.3K 0.01% 735
2023
Q1 		$3.59M Sell
148,080
-505,770
-77% -$12.3M 0.01% 697
2022
Q4 		$15.8M Buy
653,850
+176,490
+37% +$4.24M 0.04% 333
2022
Q3 		$11.4M Buy
477,360
+32,160
+7% +$792K 0.03% 392
2022
Q2 		$10.9M Buy
+445,200
New +$11.1M 0.03% 419

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Baird Financial Group's UCON Position: Q1 2026 in Review

Baird Financial Group increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 1.6% in Q1 2026, buying an estimated $111K and bringing the position to 286,856 shares worth $7.11M. The position accounts for 0.01% of the portfolio, ranked #637.

Baird Financial Group first reported a position in UCON in Q2 2022 and has held it in 16 quarters since. The position peaked at $15.8M in Q4 2022. 275 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • Baird Financial Group held 286,856 shares of First Trust Smith Unconstrained Bond ETF worth $7.11M as of Q1 2026.
  • Baird Financial Group bought 4,437 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $111K.
  • First Trust Smith Unconstrained Bond ETF made up 0.01% of Baird Financial Group's portfolio in Q1 2026, its #637 holding.
  • Baird Financial Group first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Baird Financial Group's First Trust Smith Unconstrained Bond ETF position peaked at $15.8M in Q4 2022.
  • 275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.