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

Prasad Wealth 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	$9.88M	Buy	398,932 +18,402	+5%	+$462K	2.69%	10
2025 Q4	$9.58M	Buy	380,530 +8,566	+2%	+$216K	2.56%	11
2025 Q3	$9.37M	Buy	371,964 +41,461	+13%	+$1.04M	2.61%	14
2025 Q2	$8.23M	Sell	330,503 -116,256	-26%	-$2.87M	2.41%	17
2025 Q1	$11.1M	Buy	446,759 +21,536	+5%	+$533K	3.61%	7
2024 Q4	$10.5M	Buy	+425,223	New	+$10.5M	3.39%	8

Other funds holding UCON

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Prasad Wealth Partners's UCON Position: Q1 2026 in Review

Prasad Wealth Partners increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 4.8% in Q1 2026, buying an estimated $462K and bringing the position to 398,932 shares worth $9.88M. The position accounts for 2.69% of the portfolio, ranked #10.

Prasad Wealth Partners first reported a position in UCON in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.1M in Q1 2025. 275 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

Prasad Wealth Partners held 398,932 shares of First Trust Smith Unconstrained Bond ETF worth $9.88M as of Q1 2026.
Prasad Wealth Partners bought 18,402 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $462K.
First Trust Smith Unconstrained Bond ETF made up 2.69% of Prasad Wealth Partners's portfolio in Q1 2026, its #10 holding.
Prasad Wealth Partners first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2024 and has held it in 6 quarters since.
Prasad Wealth Partners's First Trust Smith Unconstrained Bond ETF position peaked at $11.1M in Q1 2025.
275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on Prasad Wealth Partners's 13F filing for Q1 2026, filed 27 Apr 2026.