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Pitti Group Wealth Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Pitti Group Wealth Management’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
-348,616
Closed -$8.62M – 78
2024
Q3 		$8.62M Hold
348,616
– – 9.38% 2
2024
Q2 		$8.62M Buy
+348,616
New +$8.51M 9.38% 2
2024
Q1 		– Sell
-348,616
Closed -$8.62M – 64
2023
Q4 		$8.62M Sell
348,616
-23,827
-6% -$574K 9.38% 2
2023
Q3 		$8.9M Sell
372,443
-2,619
-0.7% -$63.4K 10.18% 1
2023
Q2 		$9.07M Sell
375,062
-4,434
-1% -$108K 10.15% 1
2023
Q1 		$9.19M Sell
379,496
-3,855
-1% -$93.7K 10.26% 1
2022
Q4 		$9.24M Sell
383,351
-19,331
-5% -$464K 11.03% 1
2022
Q3 		$9.59M Sell
402,682
-6,765
-2% -$167K 13.23% 1
2022
Q2 		$10M Sell
409,447
-7,502
-2% -$187K 13.69% 1
2022
Q1 		$10.6M Buy
416,949
+67,354
+19% +$1.75M 12.41% 1
2021
Q4 		$9.22M Buy
+349,595
New +$9.24M 10.29% 1

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
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 $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Pitti Group Wealth Management's UCON Position: Q4 2024 in Review

Pitti Group Wealth Management sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q4 2024, closing a stake of 348,616 shares — an estimated $8.62M sold.

Pitti Group Wealth Management first reported a position in UCON in Q4 2021 and held it in 11 quarters. The position peaked at $10.6M in Q1 2022. 301 funds tracked by Wall St. Rank hold UCON as of Q4 2024.

  • Pitti Group Wealth Management reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Pitti Group Wealth Management sold 348,616 First Trust Smith Unconstrained Bond ETF shares in Q4 2024, an estimated $8.62M.
  • Pitti Group Wealth Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2021 and held it in 11 quarters.
  • Pitti Group Wealth Management's First Trust Smith Unconstrained Bond ETF position peaked at $10.6M in Q1 2022.
  • 301 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q4 2024.

Based on Pitti Group Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.