PAI
UCON icon

Pittenger & Anderson Inc’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Pittenger & Anderson Inc’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
Q3 		– Sell
-500
Closed -$12.2K – 474
2024
Q2 		$12.2K Buy
+500
New +$12.2K ﹤0.01% 365

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Pittenger & Anderson Inc's UCON Position: Q3 2024 in Review

Pittenger & Anderson Inc sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q3 2024, closing a stake of 500 shares — an estimated $12.2K sold.

Pittenger & Anderson Inc first reported a position in UCON in Q2 2024 and held it in 1 quarter. The position peaked at $12.2K in Q2 2024. 256 funds tracked by Wall St. Rank hold UCON as of Q3 2024.

  • Pittenger & Anderson Inc reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 500 First Trust Smith Unconstrained Bond ETF shares in Q3 2024, an estimated $12.2K.
  • Pittenger & Anderson Inc first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2024 and held it in 1 quarter.
  • Pittenger & Anderson Inc's First Trust Smith Unconstrained Bond ETF position peaked at $12.2K in Q2 2024.
  • 256 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2024.

Based on Pittenger & Anderson Inc's 13F filing for Q3 2024, filed 30 Oct 2024.