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Patriot Financial Group Insurance Agency’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Patriot Financial Group Insurance Agency’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
2024
Q4 		– Sell
-9,569
Closed -$240K – 538
2024
Q3 		$240K Sell
9,569
-235
-2% -$5.85K 0.03% 437
2024
Q2 		$240K Buy
+9,804
New +$239K 0.04% 418

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $103B AUM 28.65% 1-Year Est. Return

Patriot Financial Group Insurance Agency's UCON Position: Q4 2024 in Review

Patriot Financial Group Insurance Agency sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q4 2024, closing a stake of 9,569 shares — an estimated $240K sold.

Patriot Financial Group Insurance Agency first reported a position in UCON in Q2 2024 and held it in 2 quarters. The position peaked at $240K in Q3 2024. 301 funds tracked by Wall St. Rank hold UCON as of Q4 2024.

  • Patriot Financial Group Insurance Agency reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 9,569 First Trust Smith Unconstrained Bond ETF shares in Q4 2024, an estimated $240K.
  • Patriot Financial Group Insurance Agency first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2024 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's First Trust Smith Unconstrained Bond ETF position peaked at $240K in Q3 2024.
  • 301 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q4 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2024, filed 22 Jan 2025.