MOS
UCON icon

MGO One Seven’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

MGO One Seven’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
Q2 		$523K Buy
21,023
+3,074
+17% +$76.5K 0.01% 952
2026
Q1 		$445K Buy
17,949
+895
+5% +$22.5K 0.01% 951
2025
Q4 		$429K Sell
17,054
-595
-3% -$15K 0.01% 953
2025
Q3 		$445K Buy
17,649
+852
+5% +$21.3K 0.01% 855
2025
Q2 		$418K Buy
16,797
+799
+5% +$19.7K 0.01% 790
2025
Q1 		$396K Sell
15,998
-609
-4% -$15.1K 0.02% 704
2024
Q4 		$409K Buy
+16,607
New +$412K 0.02% 708

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MGO One Seven's UCON Position: Q2 2026 in Review

MGO One Seven increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 17% in Q2 2026, buying an estimated $76.5K and bringing the position to 21,023 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #952.

MGO One Seven first reported a position in UCON in Q4 2024 and has held it in 7 quarters since. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • MGO One Seven held 21,023 shares of First Trust Smith Unconstrained Bond ETF worth $523K as of Q2 2026.
  • MGO One Seven bought 3,074 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $76.5K.
  • First Trust Smith Unconstrained Bond ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #952 holding.
  • MGO One Seven first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.