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

EverSource 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
2025
Q3 		– Sell
-378
Closed -$9.41K – 4478
2025
Q2 		$9.41K Buy
+378
New +$9.33K ﹤0.01% 2844
2025
Q1 		– Sell
-50
Closed -$1.23K – 4175
2024
Q4 		$1.23K Hold
50
– – ﹤0.01% 2893
2024
Q3 		$1.26K Buy
+50
New +$1.25K ﹤0.01% 2667

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

EverSource Wealth Advisors's UCON Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q3 2025, closing a stake of 378 shares — an estimated $9.41K sold.

EverSource Wealth Advisors first reported a position in UCON in Q3 2024 and held it in 3 quarters. The position peaked at $9.41K in Q2 2025. 262 funds tracked by Wall St. Rank hold UCON as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 378 First Trust Smith Unconstrained Bond ETF shares in Q3 2025, an estimated $9.41K.
  • EverSource Wealth Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q3 2024 and held it in 3 quarters.
  • EverSource Wealth Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $9.41K in Q2 2025.
  • 262 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.