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

MassMutual Private Wealth & Trust’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
2022
Q1 		– Sell
-375
Closed -$10K – 1636
2021
Q4 		$10K Buy
+375
New +$9.91K ﹤0.01% 735

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return

MassMutual Private Wealth & Trust's UCON Position: Q1 2022 in Review

MassMutual Private Wealth & Trust sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q1 2022, closing a stake of 375 shares — an estimated $10K sold.

MassMutual Private Wealth & Trust first reported a position in UCON in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 141 funds tracked by Wall St. Rank hold UCON as of Q1 2022.

  • MassMutual Private Wealth & Trust reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q1 2022 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 375 First Trust Smith Unconstrained Bond ETF shares in Q1 2022, an estimated $10K.
  • MassMutual Private Wealth & Trust first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2021 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's First Trust Smith Unconstrained Bond ETF position peaked at $10K in Q4 2021.
  • 141 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2022, filed 8 Apr 2022.