KWM
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Kingsview Wealth Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Kingsview Wealth Management’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
Q2 		$1.76M Sell
70,664
-16,294
-19% -$406K 0.02% 588
2026
Q1 		$2.15M Sell
86,958
-141,916
-62% -$3.56M 0.03% 494
2025
Q4 		$5.76M Sell
228,874
-12,721
-5% -$321K 0.08% 253
2025
Q3 		$6.09M Sell
241,595
-190,528
-44% -$4.76M 0.09% 220
2025
Q2 		$10.8M Sell
432,123
-3,741
-0.9% -$92.3K 0.18% 93
2025
Q1 		$10.8M Buy
435,864
+281,463
+182% +$6.96M 0.2% 104
2024
Q4 		$3.81M Buy
154,401
+29,168
+23% +$723K 0.07% 251
2024
Q3 		$3.15M Buy
125,233
+48,886
+64% +$1.22M 0.07% 275
2024
Q2 		$1.87M Buy
76,347
+16,181
+27% +$395K 0.04% 364
2024
Q1 		$1.48M Buy
60,166
+4,724
+9% +$116K 0.04% 407
2023
Q4 		$1.37M Buy
55,442
+19,205
+53% +$462K 0.04% 376
2023
Q3 		$866K Buy
36,237
+9,639
+36% +$233K 0.03% 473
2023
Q2 		$643K Sell
26,598
-11,996
-31% -$292K 0.03% 527
2023
Q1 		$934K Sell
38,594
-97,634
-72% -$2.37M 0.04% 421
2022
Q4 		$3.28M Buy
136,228
+15,454
+13% +$371K 0.14% 167
2022
Q3 		$2.88M Buy
120,774
+89,588
+287% +$2.21M 0.14% 169
2022
Q2 		$764K Buy
+31,186
New +$779K 0.04% 432

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $104B AUM 28.3% 1-Year Est. Return

Kingsview Wealth Management's UCON Position: Q2 2026 in Review

Kingsview Wealth Management reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 19% in Q2 2026, selling an estimated $406K and leaving 70,664 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #588.

Kingsview Wealth Management first reported a position in UCON in Q2 2022 and has held it in 17 quarters since. The position peaked at $10.8M in Q1 2025. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Kingsview Wealth Management held 70,664 shares of First Trust Smith Unconstrained Bond ETF worth $1.76M as of Q2 2026.
  • Kingsview Wealth Management sold 16,294 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $406K.
  • First Trust Smith Unconstrained Bond ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #588 holding.
  • Kingsview Wealth Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Kingsview Wealth Management's First Trust Smith Unconstrained Bond ETF position peaked at $10.8M in Q1 2025.
  • 273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.