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SHP Wealth Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

SHP Wealth Management’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 		$419K Sell
16,913
-2,726
-14% -$68.4K 0.03% 172
2025
Q4 		$494K Buy
+19,639
New +$495K 0.04% 154

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 $1.66T 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 $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SHP Wealth Management's UCON Position: Q1 2026 in Review

SHP Wealth Management reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 14% in Q1 2026, selling an estimated $68.4K and leaving 16,913 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #172.

SHP Wealth Management first reported a position in UCON in Q4 2025 and has held it in 2 quarters since. The position peaked at $494K in Q4 2025. 276 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • SHP Wealth Management held 16,913 shares of First Trust Smith Unconstrained Bond ETF worth $419K as of Q1 2026.
  • SHP Wealth Management sold 2,726 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $68.4K.
  • First Trust Smith Unconstrained Bond ETF made up 0.03% of SHP Wealth Management's portfolio in Q1 2026, its #172 holding.
  • SHP Wealth Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's First Trust Smith Unconstrained Bond ETF position peaked at $494K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.