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Cullen/Frost Bankers’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Cullen/Frost Bankers’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 		– Sell
-4,499
Closed -$113K – 1556
2025
Q4 		$113K Buy
+4,499
New +$113K ﹤0.01% 660

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cullen/Frost Bankers's UCON Position: Q1 2026 in Review

Cullen/Frost Bankers sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q1 2026, closing a stake of 4,499 shares — an estimated $113K sold.

Cullen/Frost Bankers first reported a position in UCON in Q4 2025 and held it in 1 quarter. The position peaked at $113K in Q4 2025. 276 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • Cullen/Frost Bankers reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Cullen/Frost Bankers sold 4,499 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $113K.
  • Cullen/Frost Bankers first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2025 and held it in 1 quarter.
  • Cullen/Frost Bankers's First Trust Smith Unconstrained Bond ETF position peaked at $113K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on Cullen/Frost Bankers's 13F filing for Q1 2026, filed 5 May 2026.