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UCON icon

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

HRT Financial’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 		$732K Buy
+29,579
New +$743K ﹤0.01% 2253
2025
Q1 		– Sell
-24,646
Closed -$607K – 3426
2024
Q4 		$607K Buy
+24,646
New +$611K ﹤0.01% 1348

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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

HRT Financial's UCON Position: Q1 2026 in Review

HRT Financial opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q1 2026: 29,579 shares worth $732K. The stake represents ﹤0.01% of the portfolio and ranks #2253 among its holdings. This is a return to the name: HRT Financial previously reported a position in UCON as recently as Q4 2024.

HRT Financial first reported a position in UCON in Q4 2024 and has held it in 2 quarters since. 276 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • HRT Financial held 29,579 shares of First Trust Smith Unconstrained Bond ETF worth $732K as of Q1 2026.
  • First Trust Smith Unconstrained Bond ETF was a new HRT Financial position in Q1 2026.
  • First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #2253 holding.
  • HRT Financial first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 276 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.