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Householder Group Estate & Retirement Specialist’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$1.17M Buy
47,424
+47,226
+23,852% +$1.17M 0.87% 21
2024
Q3 		$4K Hold
198
– – ﹤0.01% 970
2024
Q2 		$4K Hold
198
– – ﹤0.01% 982
2024
Q1 		$4.87K Buy
+198
New +$4.87K ﹤0.01% 934

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HI
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $103B AUM 28.65% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's UCON Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 23,852% in Q4 2024, buying an estimated $1.17M and bringing the position to 47,424 shares worth $1.17M. The position accounts for 0.87% of the portfolio, ranked #21.

Householder Group Estate & Retirement Specialist first reported a position in UCON in Q1 2024 and has held it in 4 quarters since. 301 funds tracked by Wall St. Rank hold UCON as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 47,424 shares of First Trust Smith Unconstrained Bond ETF worth $1.17M as of Q4 2024.
  • Householder Group Estate & Retirement Specialist bought 47,226 First Trust Smith Unconstrained Bond ETF shares in Q4 2024, an estimated $1.17M.
  • First Trust Smith Unconstrained Bond ETF made up 0.87% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #21 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • 301 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.