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Evergreen Wealth Solutions’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Evergreen Wealth Solutions’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
Q2 		$925K Sell
37,420
-6,232
-14% -$155K 0.05% 217
2026
Q1 		$1.08M Buy
43,652
+5,680
+15% +$143K 0.08% 151
2025
Q4 		$956K Buy
+37,972
New +$958K 0.13% 79

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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $104B AUM 28.3% 1-Year Est. Return

Evergreen Wealth Solutions's UCON Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 14% in Q2 2026, selling an estimated $155K and leaving 37,420 shares worth $925K. The position accounts for 0.05% of the portfolio, ranked #217.

Evergreen Wealth Solutions first reported a position in UCON in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q1 2026. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Evergreen Wealth Solutions held 37,420 shares of First Trust Smith Unconstrained Bond ETF worth $925K as of Q2 2026.
  • Evergreen Wealth Solutions sold 6,232 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $155K.
  • First Trust Smith Unconstrained Bond ETF made up 0.05% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #217 holding.
  • Evergreen Wealth Solutions first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Solutions's First Trust Smith Unconstrained Bond ETF position peaked at $1.08M in Q1 2026.
  • 273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.