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Clarity Capital Partners’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Clarity Capital Partners’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 		– Sell
-9,819
Closed -$243K – 133
2025
Q1 		$243K Sell
9,819
-8,889
-48% -$220K 0.1% 98
2024
Q4 		$461K Sell
18,708
-7,298
-28% -$181K 0.24% 67
2024
Q3 		$654K Buy
26,006
+4,352
+20% +$108K 0.39% 57
2024
Q2 		$529K Buy
+21,654
New +$529K 0.32% 65

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 $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clarity Capital Partners's UCON Position: Q2 2025 in Review

Clarity Capital Partners sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2025, closing a stake of 9,819 shares — an estimated $243K sold.

Clarity Capital Partners first reported a position in UCON in Q2 2024 and held it in 4 quarters. The position peaked at $654K in Q3 2024. 275 funds tracked by Wall St. Rank hold UCON as of Q2 2025.

  • Clarity Capital Partners reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Clarity Capital Partners sold 9,819 First Trust Smith Unconstrained Bond ETF shares in Q2 2025, an estimated $243K.
  • Clarity Capital Partners first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2024 and held it in 4 quarters.
  • Clarity Capital Partners's First Trust Smith Unconstrained Bond ETF position peaked at $654K in Q3 2024.
  • 275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2025.

Based on Clarity Capital Partners's 13F filing for Q2 2025, filed 21 Jul 2025.