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Medallion Wealth Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Medallion Wealth 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
2026
Q1 		$157K Sell
6,330
-120
-2% -$3.01K 0.05% 285
2025
Q4 		$162K Hold
6,450
– – 0.05% 272
2025
Q3 		$162K Hold
6,450
– – 0.06% 260
2025
Q2 		$160K Hold
6,450
– – 0.06% 257
2025
Q1 		$160K Buy
6,450
+700
+12% +$17.3K 0.07% 230
2024
Q4 		$142K Buy
+5,750
New +$143K 0.07% 236

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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Medallion Wealth Advisors's UCON Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 1.9% in Q1 2026, selling an estimated $3.01K and leaving 6,330 shares worth $157K. The position accounts for 0.05% of the portfolio, ranked #285.

Medallion Wealth Advisors first reported a position in UCON in Q4 2024 and has held it in 6 quarters since. The position peaked at $162K in Q3 2025. 276 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • Medallion Wealth Advisors held 6,330 shares of First Trust Smith Unconstrained Bond ETF worth $157K as of Q1 2026.
  • Medallion Wealth Advisors sold 120 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $3.01K.
  • First Trust Smith Unconstrained Bond ETF made up 0.05% of Medallion Wealth Advisors's portfolio in Q1 2026, its #285 holding.
  • Medallion Wealth Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $162K in Q3 2025.
  • 276 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.