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UCON icon

&Partners’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

&Partners’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
Q2 		$16.2M Buy
661,016
+239,530
+57% +$5.96M 0.07% 271
2026
Q1 		$10.4M Buy
421,486
+32,122
+8% +$806K 0.05% 312
2025
Q4 		$9.8M Sell
389,364
-1,948
-0.5% -$49.1K 0.05% 316
2025
Q3 		$9.86M Sell
391,312
-3,150
-0.8% -$78.7K 0.06% 264
2025
Q2 		$9.81M Buy
394,462
+14,545
+4% +$359K 0.08% 239
2025
Q1 		$9.41M Sell
379,917
-15,518
-4% -$384K 0.1% 196
2024
Q4 		$9.74M Buy
395,435
+22,105
+6% +$548K 0.12% 175
2024
Q3 		$9.38M Buy
+373,330
New +$9.3M 0.18% 128

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

&Partners's UCON Position: Q2 2026 in Review

&Partners increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 57% in Q2 2026, buying an estimated $5.96M and bringing the position to 661,016 shares worth $16.2M. The position accounts for 0.07% of the portfolio, ranked #271.

&Partners first reported a position in UCON in Q3 2024 and has held it in 8 quarters since. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • &Partners held 661,016 shares of First Trust Smith Unconstrained Bond ETF worth $16.2M as of Q2 2026.
  • &Partners bought 239,530 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $5.96M.
  • First Trust Smith Unconstrained Bond ETF made up 0.07% of &Partners's portfolio in Q2 2026, its #271 holding.
  • &Partners first reported a position in First Trust Smith Unconstrained Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.