FMTC
UCON icon

Farmers & Merchants Trust Company’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Farmers & Merchants Trust Company’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 		$246K Buy
+9,872
New +$246K 0.05% 180

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 $103B AUM 28.65% 1-Year Est. Return

Farmers & Merchants Trust Company's UCON Position: Q2 2026 in Review

Farmers & Merchants Trust Company opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2026: 9,872 shares worth $246K. The stake represents 0.05% of the portfolio and ranks #180 among its holdings.

270 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Farmers & Merchants Trust Company held 9,872 shares of First Trust Smith Unconstrained Bond ETF worth $246K as of Q2 2026.
  • First Trust Smith Unconstrained Bond ETF was a new Farmers & Merchants Trust Company position in Q2 2026.
  • First Trust Smith Unconstrained Bond ETF made up 0.05% of Farmers & Merchants Trust Company's portfolio in Q2 2026, its #180 holding.
  • 270 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Farmers & Merchants Trust Company's 13F filing for Q2 2026, filed 5 Aug 2026.