FFA
UCON icon

Farther Finance Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Farther Finance 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
2026
Q1 		$1.32M Sell
53,176
-59,753
-53% -$1.5M 0.01% 831
2025
Q4 		$2.84M Buy
112,929
+8,423
+8% +$212K 0.03% 465
2025
Q3 		$2.63M Sell
104,506
-7,054
-6% -$176K 0.04% 359
2025
Q2 		$2.78M Sell
111,560
-10,333
-8% -$255K 0.06% 281
2025
Q1 		$3.02M Sell
121,893
-8,666
-7% -$214K 0.08% 231
2024
Q4 		$3.22M Buy
130,559
+91,510
+234% +$2.27M 0.12% 150
2024
Q3 		$981K Buy
39,049
+14,675
+60% +$366K 0.04% 355
2024
Q2 		$594K Buy
+24,374
New +$595K 0.03% 429

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $528B 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