GRP
UCON icon

Global Retirement Partners’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Global Retirement 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 		$808K Buy
+32,489
New +$809K 0.01% 828
2025
Q4 		$753K Buy
29,900
+2,920
+11% +$73.6K 0.01% 756
2025
Q3 		$680K Buy
26,980
+993
+4% +$24.8K 0.02% 660
2025
Q2 		$647K Buy
+25,987
New +$641K 0.02% 640
2024
Q4 		$615K Sell
24,933
-174
-0.7% -$4.31K 0.02% 569
2024
Q3 		$631K Buy
25,107
+1,270
+5% +$31.6K 0.02% 572
2024
Q2 		$583K Sell
23,837
-6
-0% -$146 0.02% 570
2024
Q1 		$587K Buy
23,843
+5
+0% +$123 0.02% 490
2023
Q4 		$589K Sell
23,838
-2,818
-11% -$67.9K 0.02% 453
2023
Q3 		$634K Buy
26,656
+2,122
+9% +$51.3K 0.03% 384
2023
Q2 		$593K Buy
24,534
+2,627
+12% +$64K 0.03% 408
2023
Q1 		$538K Buy
21,907
+6,539
+43% +$159K 0.03% 414
2022
Q4 		$371K Buy
15,368
+2,544
+20% +$61.1K 0.03% 423
2022
Q3 		$304K Buy
12,824
+9,628
+301% +$237K 0.02% 467
2022
Q2 		$78K Buy
3,196
+1,501
+89% +$37.5K 0.01% 841
2022
Q1 		$42K Buy
+1,695
New +$43.9K ﹤0.01% 1067

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 $104B AUM 28.3% 1-Year Est. Return

Global Retirement Partners's UCON Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2026: 32,489 shares worth $808K. The stake represents 0.01% of the portfolio and ranks #828 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UCON as recently as Q4 2025.

Global Retirement Partners first reported a position in UCON in Q1 2022 and has held it in 16 quarters since. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Global Retirement Partners held 32,489 shares of First Trust Smith Unconstrained Bond ETF worth $808K as of Q2 2026.
  • First Trust Smith Unconstrained Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • First Trust Smith Unconstrained Bond ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #828 holding.
  • Global Retirement Partners first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • 273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.