SageView Advisory Group
UCON icon

SageView Advisory Group’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

SageView Advisory Group’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 		– Sell
-322
Closed -$8.11K – 2309
2025
Q4 		$8.11K Buy
+322
New +$8.12K ﹤0.01% 1797

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SageView Advisory Group's UCON Position: Q1 2026 in Review

SageView Advisory Group sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q1 2026, closing a stake of 322 shares — an estimated $8.11K sold.

SageView Advisory Group first reported a position in UCON in Q4 2025 and held it in 1 quarter. The position peaked at $8.11K in Q4 2025. 277 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • SageView Advisory Group reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 322 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $8.11K.
  • SageView Advisory Group first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's First Trust Smith Unconstrained Bond ETF position peaked at $8.11K in Q4 2025.
  • 277 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.