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MASECO Private Wealth’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

MASECO Private Wealth’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
Q4 		– Sell
-1,647
Closed -$41.5K – 561
2025
Q3 		$41.5K Hold
1,647
– – ﹤0.01% 100
2025
Q2 		$41K Buy
+1,647
New +$40.6K ﹤0.01% 183

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MASECO Private Wealth's UCON Position: Q4 2025 in Review

MASECO Private Wealth sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q4 2025, closing a stake of 1,647 shares — an estimated $41.5K sold.

MASECO Private Wealth first reported a position in UCON in Q2 2025 and held it in 2 quarters. The position peaked at $41.5K in Q3 2025. 283 funds tracked by Wall St. Rank hold UCON as of Q4 2025.

  • MASECO Private Wealth reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q4 2025 after selling out during the quarter.
  • MASECO Private Wealth sold 1,647 First Trust Smith Unconstrained Bond ETF shares in Q4 2025, an estimated $41.5K.
  • MASECO Private Wealth first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2025 and held it in 2 quarters.
  • MASECO Private Wealth's First Trust Smith Unconstrained Bond ETF position peaked at $41.5K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q4 2025.

Based on MASECO Private Wealth's 13F filing for Q4 2025, filed 22 Jan 2026.