Chokshi & Queen Wealth Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Chokshi & Queen Wealth 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
2026 Q1	$483K	Buy	+19,502	New	+$490K	0.26%	34
2025 Q4	–	Sell	-18,472	Closed	-$465K	–	59
2025 Q3	$465K	Buy	18,472 +6,105	+49%	+$153K	0.25%	36
2025 Q2	$308K	Buy	12,367 +1,781	+17%	+$44K	0.18%	42
2025 Q1	$262K	Buy	10,586 +112	+1%	+$2.77K	0.16%	46
2024 Q4	$258K	Buy	+10,474	New	+$260K	0.16%	43

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

Chokshi & Queen Wealth Advisors's UCON Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q1 2026: 19,502 shares worth $483K. The stake represents 0.26% of the portfolio and ranks #34 among its holdings. This is a return to the name: Chokshi & Queen Wealth Advisors previously reported a position in UCON as recently as Q3 2025.

Chokshi & Queen Wealth Advisors first reported a position in UCON in Q4 2024 and has held it in 5 quarters since. 275 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

Chokshi & Queen Wealth Advisors held 19,502 shares of First Trust Smith Unconstrained Bond ETF worth $483K as of Q1 2026.
First Trust Smith Unconstrained Bond ETF was a new Chokshi & Queen Wealth Advisors position in Q1 2026.
First Trust Smith Unconstrained Bond ETF made up 0.26% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #34 holding.
Chokshi & Queen Wealth Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2024 and has held it in 5 quarters since.
275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.