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Christopher J. Hasenberg’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Christopher J. Hasenberg’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
2025
Q2 		$770K Sell
30,926
-1,267,399
-98% -$31.3M 0.29% 36
2025
Q1 		$32.1M Buy
1,298,325
+1,148,323
+766% +$28.4M 13.34% 1
2024
Q4 		$3.7M Sell
150,002
-283,882
-65% -$7.04M 1.49% 17
2024
Q3 		$10.8M Buy
+433,884
New +$10.8M 4.48% 8

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Christopher J. Hasenberg's UCON Position: Q2 2025 in Review

Christopher J. Hasenberg reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 98% in Q2 2025, selling an estimated $31.3M and leaving 30,926 shares worth $770K. The position accounts for 0.29% of the portfolio, ranked #36.

Christopher J. Hasenberg first reported a position in UCON in Q3 2024 and has held it in 4 quarters since. The position peaked at $32.1M in Q1 2025. 275 funds tracked by Wall St. Rank hold UCON as of Q2 2025.

  • Christopher J. Hasenberg held 30,926 shares of First Trust Smith Unconstrained Bond ETF worth $770K as of Q2 2025.
  • Christopher J. Hasenberg sold 1,267,399 First Trust Smith Unconstrained Bond ETF shares in Q2 2025, an estimated $31.3M.
  • First Trust Smith Unconstrained Bond ETF made up 0.29% of Christopher J. Hasenberg's portfolio in Q2 2025, its #36 holding.
  • Christopher J. Hasenberg first reported a position in First Trust Smith Unconstrained Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • Christopher J. Hasenberg's First Trust Smith Unconstrained Bond ETF position peaked at $32.1M in Q1 2025.
  • 275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2025.

Based on Christopher J. Hasenberg's 13F filing for Q2 2025, filed 9 Jul 2025.