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CFO4Life’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

CFO4Life’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
2022
Q4 		$26M Buy
+1,076,901
New +$25.8M 5.52% 4

Other funds holding UCON

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
CG
CFO4Life Group Coppell, Texas $743M AUM 25.26% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

CFO4Life's UCON Position: Q4 2022 in Review

CFO4Life opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q4 2022: 1,076,901 shares worth $26M. The stake represents 5.52% of the portfolio and ranks #4 among its holdings.

183 funds tracked by Wall St. Rank hold UCON as of Q4 2022.

  • CFO4Life held 1,076,901 shares of First Trust Smith Unconstrained Bond ETF worth $26M as of Q4 2022.
  • First Trust Smith Unconstrained Bond ETF was a new CFO4Life position in Q4 2022.
  • First Trust Smith Unconstrained Bond ETF made up 5.52% of CFO4Life's portfolio in Q4 2022, its #4 holding.
  • 183 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.