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OneDigital Investment Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

OneDigital Investment 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
2026
Q1 		$4.85M Buy
195,765
+71,873
+58% +$1.8M 0.05% 285
2025
Q4 		$3.12M Buy
123,892
+23,724
+24% +$598K 0.03% 365
2025
Q3 		$2.52M Buy
100,168
+20,612
+26% +$515K 0.03% 386
2025
Q2 		$1.98M Buy
79,556
+2,225
+3% +$54.9K 0.02% 430
2025
Q1 		$1.91M Buy
77,331
+3,743
+5% +$92.6K 0.02% 418
2024
Q4 		$1.81M Buy
73,588
+45,717
+164% +$1.13M 0.02% 448
2024
Q3 		$700K Buy
27,871
+11,218
+67% +$279K 0.01% 797
2024
Q2 		$407K Sell
16,653
-26,579
-61% -$649K 0.01% 980
2024
Q1 		$1.06M Buy
43,232
+4,024
+10% +$99K 0.02% 485
2023
Q4 		$970K Buy
39,208
+19,060
+95% +$459K 0.02% 491
2023
Q3 		$482K Hold
20,148
– – 0.01% 659
2023
Q2 		$487K Sell
20,148
-12,769
-39% -$311K 0.01% 653
2023
Q1 		$797K Sell
32,917
-4,586
-12% -$111K 0.02% 452
2022
Q4 		$904K Buy
+37,503
New +$900K 0.03% 374

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 $424B AUM 22.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OneDigital Investment Advisors's UCON Position: Q1 2026 in Review

OneDigital Investment Advisors increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 58% in Q1 2026, buying an estimated $1.8M and bringing the position to 195,765 shares worth $4.85M. The position accounts for 0.05% of the portfolio, ranked #285.

OneDigital Investment Advisors first reported a position in UCON in Q4 2022 and has held it in 14 quarters since. 276 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • OneDigital Investment Advisors held 195,765 shares of First Trust Smith Unconstrained Bond ETF worth $4.85M as of Q1 2026.
  • OneDigital Investment Advisors bought 71,873 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $1.8M.
  • First Trust Smith Unconstrained Bond ETF made up 0.05% of OneDigital Investment Advisors's portfolio in Q1 2026, its #285 holding.
  • OneDigital Investment Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 276 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.