Onyx Bridge Wealth Group’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Onyx Bridge Wealth 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
2025 Q3	–	Sell	-12,186	Closed	-$303K	–	378
2025 Q2	$303K	Buy	12,186 +2,112	+21%	+$52.1K	0.04%	231
2025 Q1	$249K	Buy	10,074 +29	+0.3%	+$717	0.04%	238
2024 Q4	$248K	Sell	10,045 -78,354	-89%	-$1.94M	0.04%	233
2024 Q3	$2.22M	Buy	88,399 +5,650	+7%	+$141K	0.33%	56
2024 Q2	$2.02M	Buy	82,749 +1,385	+2%	+$33.8K	0.33%	58
2024 Q1	$1.97M	Buy	+81,364	New	+$2M	0.35%	58
2022 Q4	–	Sell	-103,156	Closed	-$2.46M	–	211
2022 Q3	$2.46M	Buy	+103,156	New	+$2.54M	1.12%	16

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

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Onyx Bridge Wealth Group's UCON Position: Q3 2025 in Review

Onyx Bridge Wealth Group sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q3 2025, closing a stake of 12,186 shares — an estimated $303K sold.

Onyx Bridge Wealth Group first reported a position in UCON in Q3 2022 and held it in 7 quarters. The position peaked at $2.46M in Q3 2022. 262 funds tracked by Wall St. Rank hold UCON as of Q3 2025.

Onyx Bridge Wealth Group reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q3 2025 after selling out during the quarter.
Onyx Bridge Wealth Group sold 12,186 First Trust Smith Unconstrained Bond ETF shares in Q3 2025, an estimated $303K.
Onyx Bridge Wealth Group first reported a position in First Trust Smith Unconstrained Bond ETF in Q3 2022 and held it in 7 quarters.
Onyx Bridge Wealth Group's First Trust Smith Unconstrained Bond ETF position peaked at $2.46M in Q3 2022.
262 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2025.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2025, filed 6 Nov 2025.