BMS Financial Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

BMS Financial Advisors’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
2023 Q2	$3.9M	Buy	+161,493	New	+$3.93M	2.55%	9

Other funds holding UCON

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

BMS Financial Advisors's UCON Position: Q2 2023 in Review

BMS Financial Advisors opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2023: 161,493 shares worth $3.9M. The stake represents 2.55% of the portfolio and ranks #9 among its holdings.

184 funds tracked by Wall St. Rank hold UCON as of Q2 2023.

BMS Financial Advisors held 161,493 shares of First Trust Smith Unconstrained Bond ETF worth $3.9M as of Q2 2023.
First Trust Smith Unconstrained Bond ETF was a new BMS Financial Advisors position in Q2 2023.
First Trust Smith Unconstrained Bond ETF made up 2.55% of BMS Financial Advisors's portfolio in Q2 2023, its #9 holding.
184 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.