Hexagon Capital Partners’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Hexagon Capital 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
2025 Q2	–	Sell	-58	Closed	-$1.44K	–	1609
2025 Q1	$1.44K	Hold	58	–	–	﹤0.01%	1480
2024 Q4	$1.43K	Hold	58	–	–	﹤0.01%	1479
2024 Q3	$1.46K	Hold	58	–	–	﹤0.01%	1282
2024 Q2	$1.42K	Hold	58	–	–	﹤0.01%	1225
2024 Q1	$1.43K	Hold	58	–	–	﹤0.01%	1221
2023 Q4	$1.44K	Hold	58	–	–	﹤0.01%	1181
2023 Q3	$1.39K	Hold	58	–	–	﹤0.01%	1132
2023 Q2	$1.4K	Hold	58	–	–	﹤0.01%	1131
2023 Q1	$1.4K	Hold	58	–	–	﹤0.01%	1133
2022 Q4	$1.4K	Sell	58 -589	-91%	-$14.1K	﹤0.01%	1153
2022 Q3	$15K	Buy	+647	New	+$15.9K	﹤0.01%	669

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

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

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

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

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

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

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

Hexagon Capital Partners's UCON Position: Q2 2025 in Review

Hexagon Capital Partners sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2025, closing a stake of 58 shares — an estimated $1.44K sold.

Hexagon Capital Partners first reported a position in UCON in Q3 2022 and held it in 11 quarters. The position peaked at $15K in Q3 2022. 275 funds tracked by Wall St. Rank hold UCON as of Q2 2025.

Hexagon Capital Partners reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 58 First Trust Smith Unconstrained Bond ETF shares in Q2 2025, an estimated $1.44K.
Hexagon Capital Partners first reported a position in First Trust Smith Unconstrained Bond ETF in Q3 2022 and held it in 11 quarters.
Hexagon Capital Partners's First Trust Smith Unconstrained Bond ETF position peaked at $15K in Q3 2022.
275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.