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Lord & Richards Wealth Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Lord & Richards 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
2025
Q2 		– Sell
-461
Closed -$11.4K – 157
2025
Q1 		$11.4K Buy
+461
New +$11.4K 0.01% 118

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

Lord & Richards Wealth Management's UCON Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2025, closing a stake of 461 shares — an estimated $11.4K sold.

Lord & Richards Wealth Management first reported a position in UCON in Q1 2025 and held it in 1 quarter. The position peaked at $11.4K in Q1 2025. 275 funds tracked by Wall St. Rank hold UCON as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 461 First Trust Smith Unconstrained Bond ETF shares in Q2 2025, an estimated $11.4K.
  • Lord & Richards Wealth Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's First Trust Smith Unconstrained Bond ETF position peaked at $11.4K in Q1 2025.
  • 275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.