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EP Wealth Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

EP Wealth Advisors’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
2022
Q4 		– Sell
-16,950
Closed -$404K – 642
2022
Q3 		$404K Buy
+16,950
New +$417K 0.01% 291

Other funds holding UCON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
C
CFO4Life Coppell, Texas $471M AUM
CG
CFO4Life Group Coppell, Texas $656M AUM 17.88% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

EP Wealth Advisors's UCON Position: Q4 2022 in Review

EP Wealth Advisors sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q4 2022, closing a stake of 16,950 shares — an estimated $404K sold.

EP Wealth Advisors first reported a position in UCON in Q3 2022 and held it in 1 quarter. The position peaked at $404K in Q3 2022. 183 funds tracked by Wall St. Rank hold UCON as of Q4 2022.

  • EP Wealth Advisors reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q4 2022 after selling out during the quarter.
  • EP Wealth Advisors sold 16,950 First Trust Smith Unconstrained Bond ETF shares in Q4 2022, an estimated $404K.
  • EP Wealth Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q3 2022 and held it in 1 quarter.
  • EP Wealth Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $404K in Q3 2022.
  • 183 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q4 2022.

Based on EP Wealth Advisors's 13F filing for Q4 2022, filed 12 Jun 2023.