Madison Investment Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Madison Investment Advisors’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
2024 Q4	$4.64M	Buy	+188,108	New	+$4.66M	0.05%	171

Other funds holding UCON

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Madison Investment Advisors's UCON Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q4 2024: 188,108 shares worth $4.64M. The stake represents 0.05% of the portfolio and ranks #171 among its holdings.

301 funds tracked by Wall St. Rank hold UCON as of Q4 2024.

Madison Investment Advisors held 188,108 shares of First Trust Smith Unconstrained Bond ETF worth $4.64M as of Q4 2024.
First Trust Smith Unconstrained Bond ETF was a new Madison Investment Advisors position in Q4 2024.
First Trust Smith Unconstrained Bond ETF made up 0.05% of Madison Investment Advisors's portfolio in Q4 2024, its #171 holding.
301 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.