Goldman Sachs’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Goldman Sachs’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	$901K	Buy	36,377 +26,552	+270%	+$667K	﹤0.01%	5165
2025 Q4	$247K	Buy	+9,825	New	+$248K	﹤0.01%	5956
2025 Q2	–	Sell	-46,038	Closed	-$1.14M	–	6430
2025 Q1	$1.14M	Buy	+46,038	New	+$1.14M	﹤0.01%	4585
2023 Q4	–	Sell	-11,489	Closed	-$275K	–	5856
2023 Q3	$275K	Buy	+11,489	New	+$278K	﹤0.01%	4930
2022 Q2	–	Sell	-412,592	Closed	-$10.5M	–	6730
2022 Q1	$10.5M	Buy	+412,592	New	+$10.7M	﹤0.01%	2643
2018 Q3	–	Sell	-200,000	Closed	-$5.01M	–	5793
2018 Q2	$5.01M	Buy	+200,000	New	+$5.01M	﹤0.01%	2963

Other funds holding UCON

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Goldman Sachs's UCON Position: Q1 2026 in Review

Goldman Sachs increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 270% in Q1 2026, buying an estimated $667K and bringing the position to 36,377 shares worth $901K. The position accounts for ﹤0.01% of the portfolio, ranked #5165.

Goldman Sachs first reported a position in UCON in Q2 2018 and has held it in 6 quarters since. The position peaked at $10.5M in Q1 2022. 276 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

Goldman Sachs held 36,377 shares of First Trust Smith Unconstrained Bond ETF worth $901K as of Q1 2026.
Goldman Sachs bought 26,552 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $667K.
First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of Goldman Sachs's portfolio in Q1 2026, its #5165 holding.
Goldman Sachs first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2018 and has held it in 6 quarters since.
Goldman Sachs's First Trust Smith Unconstrained Bond ETF position peaked at $10.5M in Q1 2022.
276 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.