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Millington Financial Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Millington Financial 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
2025
Q4 		– Sell
-8,577
Closed -$217K – 128
2025
Q3 		$217K Buy
8,577
+95
+1% +$2.37K 0.11% 98
2025
Q2 		$210K Sell
8,482
-791
-9% -$19.5K 0.11% 93
2025
Q1 		$227K Buy
+9,273
New +$229K 0.14% 83
2024
Q1 		– Sell
-8,181
Closed -$202K – 82
2023
Q4 		$202K Sell
8,181
-608
-7% -$14.6K 0.16% 78
2023
Q3 		$210K Sell
8,789
-162
-2% -$3.92K 0.19% 72
2023
Q2 		$216K Sell
8,951
-166
-2% -$4.04K 0.19% 71
2023
Q1 		$221K Sell
9,117
-821
-8% -$19.9K 0.2% 67
2022
Q4 		$240K Buy
+9,938
New +$239K 0.23% 63

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $528B 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