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

Northwestern Mutual 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
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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management's UCON Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 438% in Q1 2026, buying an estimated $35.4K and bringing the position to 1,732 shares worth $42.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2497.

Northwestern Mutual Wealth Management first reported a position in UCON in Q4 2019 and has held it in 12 quarters since. The position peaked at $114K in Q2 2025. 276 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

Northwestern Mutual Wealth Management held 1,732 shares of First Trust Smith Unconstrained Bond ETF worth $42.9K as of Q1 2026.
Northwestern Mutual Wealth Management bought 1,410 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $35.4K.
First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2497 holding.
Northwestern Mutual Wealth Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2019 and has held it in 12 quarters since.
Northwestern Mutual Wealth Management's First Trust Smith Unconstrained Bond ETF position peaked at $114K in Q2 2025.
276 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.