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Park Square Financial Group’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Park Square Financial 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 		$715K Sell
28,865
-4,006
-12% -$101K 5.43% 7
2025
Q4 		$810K Sell
32,871
-11,306
-26% -$285K 4.81% 7
2025
Q3 		$1.11M Sell
44,177
-31,704
-42% -$792K 4.81% 7
2025
Q2 		$1.89M Sell
75,881
-21,686
-22% -$535K 1.37% 16
2025
Q1 		$2.41M Sell
97,567
-30,426
-24% -$753K 1.92% 12
2024
Q4 		$3.16M Buy
+127,993
New +$3.17M 2.18% 12

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

Park Square Financial Group's UCON Position: Q1 2026 in Review

Park Square Financial Group reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 12% in Q1 2026, selling an estimated $101K and leaving 28,865 shares worth $715K. The position accounts for 5.43% of the portfolio, ranked #7.

Park Square Financial Group first reported a position in UCON in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.16M in Q4 2024. 275 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • Park Square Financial Group held 28,865 shares of First Trust Smith Unconstrained Bond ETF worth $715K as of Q1 2026.
  • Park Square Financial Group sold 4,006 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $101K.
  • First Trust Smith Unconstrained Bond ETF made up 5.43% of Park Square Financial Group's portfolio in Q1 2026, its #7 holding.
  • Park Square Financial Group first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's First Trust Smith Unconstrained Bond ETF position peaked at $3.16M in Q4 2024.
  • 275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.