Diversify Wealth Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Diversify Wealth Management’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	$1.29M	Buy	+51,928	New	+$1.3M	0.02%	515

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

Diversify Wealth Management's UCON Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q1 2026: 51,928 shares worth $1.29M. The stake represents 0.02% of the portfolio and ranks #515 among its holdings.

275 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

Diversify Wealth Management held 51,928 shares of First Trust Smith Unconstrained Bond ETF worth $1.29M as of Q1 2026.
First Trust Smith Unconstrained Bond ETF was a new Diversify Wealth Management position in Q1 2026.
First Trust Smith Unconstrained Bond ETF made up 0.02% of Diversify Wealth Management's portfolio in Q1 2026, its #515 holding.
275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.