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

Evolution 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 		$175K Buy
7,063
+1,428
+25% +$35.8K 0.13% 117
2025
Q4 		$142K Hold
5,635
– – 0.12% 136
2025
Q3 		$142K Buy
5,635
+3,163
+128% +$79K 0.15% 116
2025
Q2 		$61.5K Buy
+2,472
New +$61K 0.08% 157

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Evolution Wealth Management increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 25% in Q1 2026, buying an estimated $35.8K and bringing the position to 7,063 shares worth $175K. The position accounts for 0.13% of the portfolio, ranked #117.

Evolution Wealth Management first reported a position in UCON in Q2 2025 and has held it in 4 quarters since. 275 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • Evolution Wealth Management held 7,063 shares of First Trust Smith Unconstrained Bond ETF worth $175K as of Q1 2026.
  • Evolution Wealth Management bought 1,428 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $35.8K.
  • First Trust Smith Unconstrained Bond ETF made up 0.13% of Evolution Wealth Management's portfolio in Q1 2026, its #117 holding.
  • Evolution Wealth Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.