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Laurel Wealth Advisors (California)’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$14.5M Buy
602,415
+182,571
+43% +$4.38M 1.43% 4
2022
Q3 		$10M Buy
419,844
+48,121
+13% +$1.18M 1.07% 13
2022
Q2 		$9.11M Sell
371,723
-89,324
-19% -$2.23M 0.93% 17
2022
Q1 		$11.8M Buy
+461,047
New +$11.9M 0.97% 11

Other funds holding UCON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
C
CFO4Life Coppell, Texas $471M AUM
CG
CFO4Life Group Coppell, Texas $656M AUM 17.88% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Laurel Wealth Advisors (California)'s UCON Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 43% in Q4 2022, buying an estimated $4.38M and bringing the position to 602,415 shares worth $14.5M. The position accounts for 1.43% of the portfolio, ranked #4.

Laurel Wealth Advisors (California) first reported a position in UCON in Q1 2022 and has held it in 4 quarters since. 183 funds tracked by Wall St. Rank hold UCON as of Q4 2022.

  • Laurel Wealth Advisors (California) held 602,415 shares of First Trust Smith Unconstrained Bond ETF worth $14.5M as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 182,571 First Trust Smith Unconstrained Bond ETF shares in Q4 2022, an estimated $4.38M.
  • First Trust Smith Unconstrained Bond ETF made up 1.43% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #4 holding.
  • Laurel Wealth Advisors (California) first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2022 and has held it in 4 quarters since.
  • 183 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.