Hazlett, Burt & Watson
UCON icon

Hazlett, Burt & Watson’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Hazlett, Burt & Watson’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
Q3 		$62K Buy
2,628
+128
+5% +$3.14K 0.02% 419
2026
Q2 		$62K Sell
2,500
-273
-10% -$6.8K 0.02% 433
2026
Q1 		$69K Hold
2,773
– – 0.02% 401
2025
Q4 		$69K Buy
2,773
+850
+44% +$21.4K 0.02% 392
2025
Q3 		$48K Buy
1,923
+1,200
+166% +$30K 0.02% 427
2025
Q2 		$18K Buy
723
+360
+99% +$8.88K 0.01% 519
2025
Q1 		$9K Sell
363
-121
-25% -$2.99K ﹤0.01% 594
2024
Q4 		$12K Buy
+484
New +$12K 0.01% 524

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Hazlett, Burt & Watson's UCON Position: Q3 2026 in Review

Hazlett, Burt & Watson increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 5.1% in Q3 2026, buying an estimated $3.14K and bringing the position to 2,628 shares worth $62K. The position accounts for 0.02% of the portfolio, ranked #419.

Hazlett, Burt & Watson first reported a position in UCON in Q4 2024 and has held it in 8 quarters since. The position peaked at $69K in Q1 2026. 243 funds tracked by Wall St. Rank hold UCON as of Q3 2026.

  • Hazlett, Burt & Watson held 2,628 shares of First Trust Smith Unconstrained Bond ETF worth $62K as of Q3 2026.
  • Hazlett, Burt & Watson bought 128 First Trust Smith Unconstrained Bond ETF shares in Q3 2026, an estimated $3.14K.
  • First Trust Smith Unconstrained Bond ETF made up 0.02% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #419 holding.
  • Hazlett, Burt & Watson first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Hazlett, Burt & Watson's First Trust Smith Unconstrained Bond ETF position peaked at $69K in Q1 2026.
  • 243 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.