Minot Wealth Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Minot Wealth Management’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 Q2	$341K	Buy	+13,900	New	+$347K	0.09%	137

Other funds holding UCON

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

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

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

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Minot Wealth Management's UCON Position: Q2 2022 in Review

Minot Wealth Management opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2022: 13,900 shares worth $341K. The stake represents 0.09% of the portfolio and ranks #137 among its holdings.

160 funds tracked by Wall St. Rank hold UCON as of Q2 2022.

Minot Wealth Management held 13,900 shares of First Trust Smith Unconstrained Bond ETF worth $341K as of Q2 2022.
First Trust Smith Unconstrained Bond ETF was a new Minot Wealth Management position in Q2 2022.
First Trust Smith Unconstrained Bond ETF made up 0.09% of Minot Wealth Management's portfolio in Q2 2022, its #137 holding.
160 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.