Carson Wealth (CWM LLC)
UCON icon

Carson Wealth (CWM LLC)’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Carson Wealth (CWM 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
Q1 		$12.3M Buy
497,973
+132,621
+36% +$3.33M 0.03% 473
2025
Q4 		$9.2M Buy
365,352
+187,748
+106% +$4.73M 0.02% 553
2025
Q3 		$4.47M Buy
177,604
+64,378
+57% +$1.61M 0.01% 763
2025
Q2 		$2.82M Buy
113,226
+57,545
+103% +$1.42M 0.01% 814
2025
Q1 		$1.38M Sell
55,681
-2,800
-5% -$69.3K 0.01% 986
2024
Q4 		$1.44M Sell
58,481
-7,305
-11% -$181K 0.01% 916
2024
Q3 		$1.65M Buy
65,786
+2,384
+4% +$59.4K 0.01% 785
2024
Q2 		$1.55M Sell
63,402
-7,154
-10% -$175K 0.01% 713
2024
Q1 		$1.74M Sell
70,556
-12,823
-15% -$315K 0.01% 665
2023
Q4 		$2.06M Sell
83,379
-4,290
-5% -$103K 0.01% 572
2023
Q3 		$2.1M Sell
87,669
-6,269
-7% -$152K 0.01% 534
2023
Q2 		$2.27M Buy
93,938
+88,867
+1,752% +$2.16M 0.01% 493
2023
Q1 		$123K Buy
5,071
+3,824
+307% +$92.9K ﹤0.01% 1389
2022
Q4 		$30K Hold
1,247
– – ﹤0.01% 2091
2022
Q3 		$30K Hold
1,247
– – ﹤0.01% 1970
2022
Q2 		$31K Hold
1,247
– – ﹤0.01% 1875
2022
Q1 		$32K Buy
1,247
+72
+6% +$1.87K ﹤0.01% 1815
2021
Q4 		$31K Buy
+1,175
New +$31.1K ﹤0.01% 1775

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 $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 $7.43B AUM 24.49% 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 $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UCON Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 36% in Q1 2026, buying an estimated $3.33M and bringing the position to 497,973 shares worth $12.3M. The position accounts for 0.03% of the portfolio, ranked #473.

Carson Wealth (CWM LLC) first reported a position in UCON in Q4 2021 and has held it in 18 quarters since. 276 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • Carson Wealth (CWM LLC) held 497,973 shares of First Trust Smith Unconstrained Bond ETF worth $12.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 132,621 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $3.33M.
  • First Trust Smith Unconstrained Bond ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #473 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 276 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.