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Legacy Capital Wealth Partners’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Legacy Capital Wealth 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
2026
Q2 		$1.36M Buy
54,551
+1,807
+3% +$45K 0.26% 83
2026
Q1 		$1.31M Buy
52,744
+972
+2% +$24.4K 0.27% 77
2025
Q4 		$1.3M Buy
51,772
+1,543
+3% +$38.9K 0.28% 73
2025
Q3 		$1.27M Buy
50,229
+2,200
+5% +$55K 0.28% 71
2025
Q2 		$1.2M Sell
48,029
-3,009
-6% -$74.3K 0.27% 77
2025
Q1 		$1.26M Sell
51,038
-17,479
-26% -$432K 0.31% 66
2024
Q4 		$1.69M Sell
68,517
-3,353
-5% -$83.1K 0.42% 41
2024
Q3 		$1.81M Buy
71,870
+5,882
+9% +$147K 0.36% 49
2024
Q2 		$1.61M Buy
+65,988
New +$1.61M 0.41% 45
2024
Q1 		– Sell
-58,057
Closed -$1.44M – 329
2023
Q4 		$1.44M Sell
58,057
-1,694
-3% -$40.8K 0.41% 56
2023
Q3 		$1.43M Buy
59,751
+29,698
+99% +$719K 0.39% 48
2023
Q2 		$726K Sell
30,053
-10,699
-26% -$260K 0.6% 33
2023
Q1 		$987K Buy
40,752
+9,224
+29% +$224K 0.27% 81
2022
Q4 		$760K Sell
31,528
-90,652
-74% -$2.18M 0.36% 47
2022
Q3 		$2.91M Sell
122,180
-3,787
-3% -$93.2K 1.54% 26
2022
Q2 		$3.09M Sell
125,967
-10,761
-8% -$269K 1.55% 25
2022
Q1 		$3.49M Buy
+136,728
New +$3.54M 1.5% 25

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

Legacy Capital Wealth Partners's UCON Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 3.4% in Q2 2026, buying an estimated $45K and bringing the position to 54,551 shares worth $1.36M. The position accounts for 0.26% of the portfolio, ranked #83.

Legacy Capital Wealth Partners first reported a position in UCON in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.49M in Q1 2022. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Legacy Capital Wealth Partners held 54,551 shares of First Trust Smith Unconstrained Bond ETF worth $1.36M as of Q2 2026.
  • Legacy Capital Wealth Partners bought 1,807 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $45K.
  • First Trust Smith Unconstrained Bond ETF made up 0.26% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #83 holding.
  • Legacy Capital Wealth Partners first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Legacy Capital Wealth Partners's First Trust Smith Unconstrained Bond ETF position peaked at $3.49M in Q1 2022.
  • 273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.