Bank of Montreal’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$19.4K Sell
785
-1,397
-64% -$35.1K ﹤0.01% 3482
2025
Q4
$54.9K Sell
2,182
-244
-10% -$6.15K ﹤0.01% 3179
2025
Q3
$61.1K Buy
2,426
+753
+45% +$18.8K ﹤0.01% 3075
2025
Q2
$41.6K Buy
+1,673
New +$41.3K ﹤0.01% 3173
2024
Q3
Sell
-2,807
Closed -$69K 4250
2024
Q2
$69K Buy
+2,807
New +$68.5K ﹤0.01% 3353
2023
Q2
Sell
-421,026
Closed -$10.2M 4297
2023
Q1
$10.2M Buy
+421,026
New +$10.2M ﹤0.01% 935

Other funds holding UCON

Bank of Montreal's UCON Position: Q1 2026 in Review

Bank of Montreal reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 64% in Q1 2026, selling an estimated $35.1K and leaving 785 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3482.

Bank of Montreal first reported a position in UCON in Q1 2023 and has held it in 6 quarters since. The position peaked at $10.2M in Q1 2023. 276 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • Bank of Montreal held 785 shares of First Trust Smith Unconstrained Bond ETF worth $19.4K as of Q1 2026.
  • Bank of Montreal sold 1,397 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $35.1K.
  • First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3482 holding.
  • Bank of Montreal first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2023 and has held it in 6 quarters since.
  • Bank of Montreal's First Trust Smith Unconstrained Bond ETF position peaked at $10.2M in Q1 2023.
  • 276 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.