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Legacy Investment Solutions’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Legacy Investment Solutions’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 		$6.89M Buy
+276,854
New +$6.83M 3.59% 5
2024
Q4 		$3.73M Buy
151,150
+2,437
+2% +$60.4K 2.39% 13
2024
Q3 		$3.67M Buy
+148,713
New +$3.7M 2.14% 14

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

Legacy Investment Solutions's UCON Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2025: 276,854 shares worth $6.89M. The stake represents 3.59% of the portfolio and ranks #5 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in UCON as recently as Q4 2024.

Legacy Investment Solutions first reported a position in UCON in Q3 2024 and has held it in 3 quarters since. 275 funds tracked by Wall St. Rank hold UCON as of Q2 2025.

  • Legacy Investment Solutions held 276,854 shares of First Trust Smith Unconstrained Bond ETF worth $6.89M as of Q2 2025.
  • First Trust Smith Unconstrained Bond ETF was a new Legacy Investment Solutions position in Q2 2025.
  • First Trust Smith Unconstrained Bond ETF made up 3.59% of Legacy Investment Solutions's portfolio in Q2 2025, its #5 holding.
  • Legacy Investment Solutions first reported a position in First Trust Smith Unconstrained Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.