Betterment LLC
UCON icon

Betterment LLC’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Betterment LLC’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 		$989K Buy
39,740
+6,155
+18% +$153K ﹤0.01% 346
2026
Q1 		$832K Buy
33,585
+7,171
+27% +$180K ﹤0.01% 350
2025
Q4 		$665K Buy
26,414
+2,164
+9% +$54.6K ﹤0.01% 357
2025
Q3 		$611K Buy
24,250
+5,721
+31% +$143K ﹤0.01% 351
2025
Q2 		$461K Buy
18,529
+8,689
+88% +$214K ﹤0.01% 370
2025
Q1 		$244K Buy
+9,840
New +$243K ﹤0.01% 429

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 $103B AUM 28.65% 1-Year Est. Return

Betterment LLC's UCON Position: Q2 2026 in Review

Betterment LLC increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 18% in Q2 2026, buying an estimated $153K and bringing the position to 39,740 shares worth $989K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Betterment LLC first reported a position in UCON in Q1 2025 and has held it in 6 quarters since. 270 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Betterment LLC held 39,740 shares of First Trust Smith Unconstrained Bond ETF worth $989K as of Q2 2026.
  • Betterment LLC bought 6,155 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $153K.
  • First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #346 holding.
  • Betterment LLC first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 270 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.