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

Merkkuri 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	$205K	Buy	8,270 +88	+1%	+$2.21K	0.14%	80
2025 Q4	$206K	Buy	8,182 +95	+1%	+$2.4K	0.14%	79
2025 Q3	$204K	Sell	8,087 -6,882	-46%	-$172K	0.15%	80
2025 Q2	$373K	Sell	14,969 -461	-3%	-$11.4K	0.28%	61
2025 Q1	$382K	Buy	15,430 +171	+1%	+$4.23K	0.33%	64
2024 Q4	$376K	Sell	15,259 -2,209	-13%	-$54.8K	0.3%	65
2024 Q3	$439K	Buy	17,468 +286	+2%	+$7.13K	0.35%	61
2024 Q2	$420K	Buy	+17,182	New	+$419K	0.39%	57

Other funds holding UCON

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Merkkuri Wealth Advisors increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 1.1% in Q1 2026, buying an estimated $2.21K and bringing the position to 8,270 shares worth $205K. The position accounts for 0.14% of the portfolio, ranked #80.

Merkkuri Wealth Advisors first reported a position in UCON in Q2 2024 and has held it in 8 quarters since. The position peaked at $439K in Q3 2024. 275 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

Merkkuri Wealth Advisors held 8,270 shares of First Trust Smith Unconstrained Bond ETF worth $205K as of Q1 2026.
Merkkuri Wealth Advisors bought 88 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $2.21K.
First Trust Smith Unconstrained Bond ETF made up 0.14% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #80 holding.
Merkkuri Wealth Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $439K in Q3 2024.
275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.