Chilton Capital Management
UCON icon

Chilton Capital Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Chilton Capital Management’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 		– Sell
-1,795
Closed -$45.2K – 742
2025
Q4 		$45.2K Hold
1,795
– – ﹤0.01% 344
2025
Q3 		$45.2K Sell
1,795
-1,500
-46% -$37.5K ﹤0.01% 361
2025
Q2 		$82K Buy
+3,295
New +$81.3K ﹤0.01% 293

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Ameriprise
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Harbour Investments
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Chilton Capital Management's UCON Position: Q1 2026 in Review

Chilton Capital Management sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q1 2026, closing a stake of 1,795 shares — an estimated $45.2K sold.

Chilton Capital Management first reported a position in UCON in Q2 2025 and held it in 3 quarters. The position peaked at $82K in Q2 2025. 277 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • Chilton Capital Management reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Chilton Capital Management sold 1,795 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $45.2K.
  • Chilton Capital Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2025 and held it in 3 quarters.
  • Chilton Capital Management's First Trust Smith Unconstrained Bond ETF position peaked at $82K in Q2 2025.
  • 277 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on Chilton Capital Management's 13F filing for Q1 2026, filed 11 May 2026.