Focus Partners Wealth
UCON icon

Focus Partners Wealth’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Focus Partners Wealth’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 		$24.8M Buy
1,002,574
+44,987
+5% +$1.13M 0.03% 441
2025
Q4 		$24M Buy
957,587
+64,861
+7% +$1.64M 0.03% 441
2025
Q3 		$22.5M Buy
892,726
+114,096
+15% +$2.85M 0.04% 380
2025
Q2 		$19.4M Buy
778,630
+122,030
+19% +$3.01M 0.04% 367
2025
Q1 		$16.3M Sell
656,600
-38,440
-6% -$951K 0.04% 373
2024
Q4 		$17.1M Buy
695,040
+82,056
+13% +$2.03M 0.04% 348
2024
Q3 		$15.4M Buy
612,984
+52,963
+9% +$1.32M 0.05% 324
2024
Q2 		$13.7M Sell
560,021
-1,016
-0.2% -$24.8K 0.05% 306
2024
Q1 		$13.8M Sell
561,037
-424,096
-43% -$10.4M 0.11% 179
2023
Q4 		$24.4M Buy
+985,133
New +$23.7M 0.32% 84

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

Focus Partners Wealth's UCON Position: Q1 2026 in Review

Focus Partners Wealth increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 4.7% in Q1 2026, buying an estimated $1.13M and bringing the position to 1,002,574 shares worth $24.8M. The position accounts for 0.03% of the portfolio, ranked #441.

Focus Partners Wealth first reported a position in UCON in Q4 2023 and has held it in 10 quarters since. 275 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • Focus Partners Wealth held 1,002,574 shares of First Trust Smith Unconstrained Bond ETF worth $24.8M as of Q1 2026.
  • Focus Partners Wealth bought 44,987 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $1.13M.
  • First Trust Smith Unconstrained Bond ETF made up 0.03% of Focus Partners Wealth's portfolio in Q1 2026, its #441 holding.
  • Focus Partners Wealth first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.