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

Gateway Wealth Partners’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 		$9.03M Sell
362,821
-327,321
-47% -$8.15M 0.54% 38
2026
Q1 		$17.1M Buy
690,142
+379,005
+122% +$9.51M 0.67% 29
2025
Q4 		$7.83M Buy
311,137
+78,444
+34% +$1.98M 0.87% 27
2025
Q3 		$5.86M Buy
+232,693
New +$5.81M 0.79% 36
2025
Q2 		– Sell
-8,912
Closed -$221K – 375
2025
Q1 		$221K Sell
8,912
-1,622
-15% -$40.1K 0.05% 290
2024
Q4 		$260K Sell
10,534
-7,749
-42% -$192K 0.07% 249
2024
Q3 		$459K Buy
+18,283
New +$455K 0.13% 155

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

Gateway Wealth Partners's UCON Position: Q2 2026 in Review

Gateway Wealth Partners reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 47% in Q2 2026, selling an estimated $8.15M and leaving 362,821 shares worth $9.03M. The position accounts for 0.54% of the portfolio, ranked #38.

Gateway Wealth Partners first reported a position in UCON in Q3 2024 and has held it in 7 quarters since. The position peaked at $17.1M in Q1 2026. 270 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Gateway Wealth Partners held 362,821 shares of First Trust Smith Unconstrained Bond ETF worth $9.03M as of Q2 2026.
  • Gateway Wealth Partners sold 327,321 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $8.15M.
  • First Trust Smith Unconstrained Bond ETF made up 0.54% of Gateway Wealth Partners's portfolio in Q2 2026, its #38 holding.
  • Gateway Wealth Partners first reported a position in First Trust Smith Unconstrained Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Gateway Wealth Partners's First Trust Smith Unconstrained Bond ETF position peaked at $17.1M in Q1 2026.
  • 270 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.