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Siligmueller & Norvid Wealth Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Siligmueller & Norvid Wealth 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
Q2 		– Sell
-251,946
Closed -$6.24M – 98
2025
Q1 		$6.24M Sell
251,946
-1,917
-0.8% -$47.4K 2.64% 9
2024
Q4 		$6.26M Buy
+253,863
New +$6.29M 2.67% 10

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
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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's UCON Position: Q2 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2025, closing a stake of 251,946 shares — an estimated $6.24M sold.

Siligmueller & Norvid Wealth Advisors first reported a position in UCON in Q4 2024 and held it in 2 quarters. The position peaked at $6.26M in Q4 2024. 275 funds tracked by Wall St. Rank hold UCON as of Q2 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 251,946 First Trust Smith Unconstrained Bond ETF shares in Q2 2025, an estimated $6.24M.
  • Siligmueller & Norvid Wealth Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2024 and held it in 2 quarters.
  • Siligmueller & Norvid Wealth Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $6.26M in Q4 2024.
  • 275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.