Skyview Financial Group’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Skyview Financial 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
2025 Q4	$702K	Buy	+27,883	New	+$703K	0.72%	37

Other funds holding UCON

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Skyview Financial Group's UCON Position: Q4 2025 in Review

Skyview Financial Group opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q4 2025: 27,883 shares worth $702K. The stake represents 0.72% of the portfolio and ranks #37 among its holdings.

283 funds tracked by Wall St. Rank hold UCON as of Q4 2025.

Skyview Financial Group held 27,883 shares of First Trust Smith Unconstrained Bond ETF worth $702K as of Q4 2025.
First Trust Smith Unconstrained Bond ETF was a new Skyview Financial Group position in Q4 2025.
First Trust Smith Unconstrained Bond ETF made up 0.72% of Skyview Financial Group's portfolio in Q4 2025, its #37 holding.
283 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q4 2025.

Based on Skyview Financial Group's 13F filing for Q4 2025, filed 18 Feb 2026.