Goldstone Financial Group’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Goldstone Financial Group’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	$6.31M	Sell	254,748 -58,975	-19%	-$1.48M	0.68%	41
2025 Q4	$7.9M	Buy	313,723 +11,794	+4%	+$297K	0.88%	35
2025 Q3	$7.61M	Buy	301,929 +14,311	+5%	+$358K	0.9%	35
2025 Q2	$7.15M	Sell	287,618 -6,008	-2%	-$148K	0.94%	32
2025 Q1	$7.27M	Buy	293,626 +3,112	+1%	+$77K	1.1%	29
2024 Q4	$7.16M	Buy	290,514 +75,928	+35%	+$1.88M	1.12%	28
2024 Q3	$5.39M	Buy	214,586 +23,526	+12%	+$586K	0.94%	31
2024 Q2	$4.67M	Buy	191,060 +27,600	+17%	+$674K	0.94%	29
2024 Q1	$4.02M	Buy	163,460 +14,039	+9%	+$345K	0.92%	28
2023 Q4	$3.7M	Buy	+149,421	New	+$3.6M	0.95%	27

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

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