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Steward Partners Investment Advisory’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Steward Partners Investment Advisory’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 		$704K Sell
28,402
-257,881
-90% -$6.47M ﹤0.01% 1343
2025
Q4 		$7.21M Buy
286,283
+5,484
+2% +$138K 0.04% 379
2025
Q3 		$7.07M Buy
280,799
+5,321
+2% +$133K 0.04% 381
2025
Q2 		$6.86M Sell
275,478
-3,823
-1% -$94.3K 0.05% 346
2025
Q1 		$6.91M Sell
279,301
-114,029
-29% -$2.82M 0.06% 318
2024
Q4 		$9.7M Buy
393,330
+18,658
+5% +$463K 0.09% 225
2024
Q3 		$9.42M Buy
374,672
+17,932
+5% +$447K 0.09% 228
2024
Q2 		$8.72M Buy
356,740
+13,286
+4% +$324K 0.09% 224
2024
Q1 		$8.45M Buy
343,454
+43,198
+14% +$1.06M 0.09% 231
2023
Q4 		$7.43M Sell
300,256
-10,746
-3% -$259K 0.1% 212
2023
Q3 		$7.43M Buy
311,002
+8,404
+3% +$203K 0.11% 190
2023
Q2 		$7.31M Buy
302,598
+10,450
+4% +$254K 0.11% 197
2023
Q1 		$7.07M Buy
292,148
+154,728
+113% +$3.76M 0.11% 192
2022
Q4 		$3.31M Buy
137,420
+1,551
+1% +$37.2K 0.06% 334
2022
Q3 		$3.24M Buy
135,869
+3,971
+3% +$97.8K 0.06% 317
2022
Q2 		$3.23M Sell
131,898
-9,679
-7% -$242K 0.06% 317
2022
Q1 		$3.61M Buy
141,577
+18,831
+15% +$488K 0.06% 330
2021
Q4 		$3.24M Sell
122,746
-6,749
-5% -$178K 0.05% 358
2021
Q3 		$3.44M Buy
129,495
+119,669
+1,218% +$3.19M 0.06% 326
2021
Q2 		$262K Buy
9,826
+2,711
+38% +$72.2K ﹤0.01% 1344
2021
Q1 		$189K Buy
+7,115
New +$190K ﹤0.01% 1334

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

Steward Partners Investment Advisory's UCON Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 90% in Q1 2026, selling an estimated $6.47M and leaving 28,402 shares worth $704K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Steward Partners Investment Advisory first reported a position in UCON in Q1 2021 and has held it in 21 quarters since. The position peaked at $9.7M in Q4 2024. 276 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • Steward Partners Investment Advisory held 28,402 shares of First Trust Smith Unconstrained Bond ETF worth $704K as of Q1 2026.
  • Steward Partners Investment Advisory sold 257,881 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $6.47M.
  • First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1343 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Steward Partners Investment Advisory's First Trust Smith Unconstrained Bond ETF position peaked at $9.7M in Q4 2024.
  • 276 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.