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

Chiron 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	$301K	Buy	+12,162	New	+$305K	0.31%	82
2025 Q3	$326K	Sell	12,962 -200	-2%	-$5K	0.28%	81
2025 Q2	$328K	Sell	13,162 -4,000	-23%	-$98.7K	0.29%	87
2025 Q1	$425K	Buy	17,162 +200	+1%	+$4.95K	0.39%	64
2024 Q4	$418K	Buy	16,962 +600	+4%	+$14.9K	0.39%	62
2024 Q3	$411K	Hold	16,362	–	–	0.36%	69
2024 Q2	$400K	Buy	+16,362	New	+$399K	0.38%	71

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Chiron Capital Management opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q1 2026: 12,162 shares worth $301K. The stake represents 0.31% of the portfolio and ranks #82 among its holdings. This is a return to the name: Chiron Capital Management previously reported a position in UCON as recently as Q3 2025.

Chiron Capital Management first reported a position in UCON in Q2 2024 and has held it in 7 quarters since. The position peaked at $425K in Q1 2025. 275 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

Chiron Capital Management held 12,162 shares of First Trust Smith Unconstrained Bond ETF worth $301K as of Q1 2026.
First Trust Smith Unconstrained Bond ETF was a new Chiron Capital Management position in Q1 2026.
First Trust Smith Unconstrained Bond ETF made up 0.31% of Chiron Capital Management's portfolio in Q1 2026, its #82 holding.
Chiron Capital Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2024 and has held it in 7 quarters since.
Chiron Capital Management's First Trust Smith Unconstrained Bond ETF position peaked at $425K in Q1 2025.
275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on Chiron Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.