SAI
UCON icon

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

Savvy Advisors Inc’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 		$420K Sell
16,943
-5,691
-25% -$143K 0.01% 732
2025
Q4 		$570K Buy
22,634
+7,126
+46% +$180K 0.02% 529
2025
Q3 		$391K Buy
15,508
+405
+3% +$10.1K 0.02% 521
2025
Q2 		$376K Sell
15,103
-4,945
-25% -$122K 0.03% 431
2025
Q1 		$496K Buy
+20,048
New +$496K 0.05% 293

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Savvy Advisors Inc's UCON Position: Q1 2026 in Review

Savvy Advisors Inc reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 25% in Q1 2026, selling an estimated $143K and leaving 16,943 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #732.

Savvy Advisors Inc first reported a position in UCON in Q1 2025 and has held it in 5 quarters since. The position peaked at $570K in Q4 2025. 275 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • Savvy Advisors Inc held 16,943 shares of First Trust Smith Unconstrained Bond ETF worth $420K as of Q1 2026.
  • Savvy Advisors Inc sold 5,691 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $143K.
  • First Trust Smith Unconstrained Bond ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #732 holding.
  • Savvy Advisors Inc first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Savvy Advisors Inc's First Trust Smith Unconstrained Bond ETF position peaked at $570K in Q4 2025.
  • 275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.