Creekmur Asset Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History
Bought
Maintained
Sold
Other funds holding UCON
HI
Creekmur Asset Management's UCON Position: Q3 2025 in Review
Creekmur Asset Management reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 81% in Q3 2025, selling an estimated $80.3K and leaving 773 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #439.
Creekmur Asset Management first reported a position in UCON in Q4 2023 and has held it in 8 quarters since. The position peaked at $256K in Q4 2023. 262 funds tracked by Wall St. Rank hold UCON as of Q3 2025.
- Creekmur Asset Management held 773 shares of First Trust Smith Unconstrained Bond ETF worth $19.5K as of Q3 2025.
- Creekmur Asset Management sold 3,214 First Trust Smith Unconstrained Bond ETF shares in Q3 2025, an estimated $80.3K.
- First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #439 holding.
- Creekmur Asset Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2023 and has held it in 8 quarters since.
- Creekmur Asset Management's First Trust Smith Unconstrained Bond ETF position peaked at $256K in Q4 2023.
- 262 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2025.
Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.