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

National Wealth Management Group’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 		– Sell
-8,805
Closed -$222K – 256
2025
Q4 		$222K Buy
8,805
+339
+4% +$8.55K 0.08% 225
2025
Q3 		$213K Sell
8,466
-1,126
-12% -$28.1K 0.08% 220
2025
Q2 		$239K Sell
9,592
-765
-7% -$18.9K 0.13% 139
2025
Q1 		$256K Sell
10,357
-706
-6% -$17.5K 0.17% 121
2024
Q4 		$273K Buy
11,063
+824
+8% +$20.4K 0.18% 112
2024
Q3 		$257K Sell
10,239
-3,763
-27% -$93.7K 0.17% 124
2024
Q2 		$342K Sell
14,002
-242
-2% -$5.91K 0.26% 83
2024
Q1 		$350K Buy
14,244
+3,685
+35% +$90.7K 0.27% 98
2023
Q4 		$261K Buy
+10,559
New +$254K 0.25% 111

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

National Wealth Management Group's UCON Position: Q1 2026 in Review

National Wealth Management Group sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q1 2026, closing a stake of 8,805 shares — an estimated $222K sold.

National Wealth Management Group first reported a position in UCON in Q4 2023 and held it in 9 quarters. The position peaked at $350K in Q1 2024. 275 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • National Wealth Management Group reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q1 2026 after selling out during the quarter.
  • National Wealth Management Group sold 8,805 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $222K.
  • National Wealth Management Group first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2023 and held it in 9 quarters.
  • National Wealth Management Group's First Trust Smith Unconstrained Bond ETF position peaked at $350K in Q1 2024.
  • 275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on National Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.