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Indie Asset Partners’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Indie Asset 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
-16,840
Closed -$417K – 102
2025
Q1 		$417K Sell
16,840
-3,763
-18% -$93.1K 0.36% 48
2024
Q4 		$508K Buy
20,603
+4,272
+26% +$106K 0.4% 42
2024
Q3 		$410K Buy
16,331
+257
+2% +$6.4K 0.31% 56
2024
Q2 		$393K Buy
+16,074
New +$392K 0.31% 52
2023
Q4 		– Sell
-9,074
Closed -$217K – 89
2023
Q3 		$217K Buy
9,074
+271
+3% +$6.56K 0.22% 65
2023
Q2 		$213K Buy
8,803
+3
+0% +$73 0.23% 71
2023
Q1 		$213K Sell
8,800
-1,450
-14% -$35.2K 0.25% 71
2022
Q4 		$247K Sell
10,250
-4,370
-30% -$105K 0.27% 68
2022
Q3 		$348K Sell
14,620
-1,505
-9% -$37.1K 0.36% 52
2022
Q2 		$395K Sell
16,125
-50
-0.3% -$1.25K 0.35% 54
2022
Q1 		$413K Sell
16,175
-500
-3% -$13K 0.31% 61
2021
Q4 		$440K Hold
16,675
– – 0.32% 63
2021
Q3 		$443K Buy
16,675
+2,650
+19% +$70.5K 0.36% 60
2021
Q2 		$374K Buy
14,025
+4,425
+46% +$118K 0.3% 66
2021
Q1 		$256K Buy
+9,600
New +$256K 0.29% 92

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
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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Indie Asset Partners's UCON Position: Q2 2025 in Review

Indie Asset Partners sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2025, closing a stake of 16,840 shares — an estimated $417K sold.

Indie Asset Partners first reported a position in UCON in Q1 2021 and held it in 15 quarters. The position peaked at $508K in Q4 2024. 275 funds tracked by Wall St. Rank hold UCON as of Q2 2025.

  • Indie Asset Partners reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Indie Asset Partners sold 16,840 First Trust Smith Unconstrained Bond ETF shares in Q2 2025, an estimated $417K.
  • Indie Asset Partners first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2021 and held it in 15 quarters.
  • Indie Asset Partners's First Trust Smith Unconstrained Bond ETF position peaked at $508K in Q4 2024.
  • 275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2025.

Based on Indie Asset Partners's 13F filing for Q2 2025, filed 12 Aug 2025.