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PSI Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

PSI Advisors’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
2025
Q1 		– Sell
-505
Closed -$12.4K – 938
2024
Q4 		$12.4K Hold
505
– – ﹤0.01% 494
2024
Q3 		$12.7K Sell
505
-225
-31% -$5.61K ﹤0.01% 500
2024
Q2 		$17.8K Buy
+730
New +$17.8K 0.01% 423

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 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

PSI Advisors's UCON Position: Q1 2025 in Review

PSI Advisors sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q1 2025, closing a stake of 505 shares — an estimated $12.4K sold.

PSI Advisors first reported a position in UCON in Q2 2024 and held it in 3 quarters. The position peaked at $17.8K in Q2 2024. 287 funds tracked by Wall St. Rank hold UCON as of Q1 2025.

  • PSI Advisors reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q1 2025 after selling out during the quarter.
  • PSI Advisors sold 505 First Trust Smith Unconstrained Bond ETF shares in Q1 2025, an estimated $12.4K.
  • PSI Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2024 and held it in 3 quarters.
  • PSI Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $17.8K in Q2 2024.
  • 287 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.