Dunhill Financial’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Dunhill Financial’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	$2.18K	Buy	+88	New	+$2.21K	﹤0.01%	778

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

Dunhill Financial's UCON Position: Q1 2026 in Review

Dunhill Financial opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q1 2026: 88 shares worth $2.18K. The stake represents ﹤0.01% of the portfolio and ranks #778 among its holdings.

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

Dunhill Financial held 88 shares of First Trust Smith Unconstrained Bond ETF worth $2.18K as of Q1 2026.
First Trust Smith Unconstrained Bond ETF was a new Dunhill Financial position in Q1 2026.
First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #778 holding.
276 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.