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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
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 $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

&Partners's UCON Position: Q1 2026 in Review

&Partners increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 8.2% in Q1 2026, buying an estimated $806K and bringing the position to 421,486 shares worth $10.4M. The position accounts for 0.05% of the portfolio, ranked #312.

&Partners first reported a position in UCON in Q3 2024 and has held it in 7 quarters since. 275 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • &Partners held 421,486 shares of First Trust Smith Unconstrained Bond ETF worth $10.4M as of Q1 2026.
  • &Partners bought 32,122 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $806K.
  • First Trust Smith Unconstrained Bond ETF made up 0.05% of &Partners's portfolio in Q1 2026, its #312 holding.
  • &Partners first reported a position in First Trust Smith Unconstrained Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.