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 Q3	$10.6M	Buy	447,318 +39,686	+10%	+$974K	2.41%	11
2026 Q2	$10.1M	Buy	407,632 +8,700	+2%	+$217K	2.44%	14
2026 Q1	$9.9M	Buy	398,932 +18,402	+5%	+$462K	2.69%	10
2025 Q4	$9.6M	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 $468B AUM 17.69% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Prasad Wealth Partners's UCON Position: Q3 2026 in Review

Prasad Wealth Partners increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 9.7% in Q3 2026, buying an estimated $974K and bringing the position to 447,318 shares worth $10.6M. The position accounts for 2.41% of the portfolio, ranked #11.

Prasad Wealth Partners first reported a position in UCON in Q4 2024 and has held it in 8 quarters since. The position peaked at $11.1M in Q1 2025. 212 funds tracked by Wall St. Rank hold UCON as of Q3 2026.

Prasad Wealth Partners held 447,318 shares of First Trust Smith Unconstrained Bond ETF worth $10.6M as of Q3 2026.
Prasad Wealth Partners bought 39,686 First Trust Smith Unconstrained Bond ETF shares in Q3 2026, an estimated $974K.
First Trust Smith Unconstrained Bond ETF made up 2.41% of Prasad Wealth Partners's portfolio in Q3 2026, its #11 holding.
Prasad Wealth Partners first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2024 and has held it in 8 quarters since.
Prasad Wealth Partners's First Trust Smith Unconstrained Bond ETF position peaked at $11.1M in Q1 2025.
212 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2026.

Based on Prasad Wealth Partners's 13F filing for Q3 2026, filed 10 Nov 2026.