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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$201K Buy
8,098
+6,366
+368% +$159K ﹤0.01% 2003
2026
Q1
$42.9K Buy
1,732
+1,410
+438% +$35.4K ﹤0.01% 2497
2025
Q4
$8.11K Sell
322
-51
-14% -$1.29K ﹤0.01% 3067
2025
Q3
$9.39K Sell
373
-4,215
-92% -$105K ﹤0.01% 2930
2025
Q2
$114K Buy
4,588
+4,396
+2,290% +$108K ﹤0.01% 1959
2025
Q1
$4.75K Sell
192
-3,400
-95% -$84.1K ﹤0.01% 2962
2024
Q4
$88.5K Sell
3,592
-549
-13% -$13.6K ﹤0.01% 1967
2024
Q3
$104K Buy
4,141
+3,662
+765% +$91.2K ﹤0.01% 1881
2024
Q2
$11.7K Sell
479
-690
-59% -$16.8K ﹤0.01% 2592
2024
Q1
$28.8K Buy
+1,169
New +$28.8K ﹤0.01% 2292
2023
Q4
– Sell
-111
Closed -$2.65K – 3679
2023
Q3
$2.65K Buy
+111
New +$2.69K ﹤0.01% 2907
2022
Q3
– Sell
-581
Closed -$14K – 3405
2022
Q2
$14K Buy
+581
New +$14.5K ﹤0.01% 2395
2020
Q1
– Sell
-1,917
Closed -$50K – 2760
2019
Q4
$50K Buy
+1,917
New +$49.5K ﹤0.01% 1464

Other funds holding UCON

Northwestern Mutual Wealth Management's UCON Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 368% in Q2 2026, buying an estimated $159K and bringing the position to 8,098 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

Northwestern Mutual Wealth Management first reported a position in UCON in Q4 2019 and has held it in 13 quarters since. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Northwestern Mutual Wealth Management held 8,098 shares of First Trust Smith Unconstrained Bond ETF worth $201K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 6,366 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $159K.
  • First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2003 holding.
  • Northwestern Mutual Wealth Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2019 and has held it in 13 quarters since.
  • 273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.