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Stonehaven Wealth & Tax Solutions’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$5.98M Buy
241,294
+2,406
+1% +$60.4K 5.29% 5
2025
Q4 		$6.01M Sell
238,888
-2,581
-1% -$65.1K 5.4% 5
2025
Q3 		$6.08M Sell
241,469
-4,183
-2% -$105K 5.62% 5
2025
Q2 		$6.11M Buy
245,652
+7,517
+3% +$186K 5.97% 4
2025
Q1 		$5.89M Buy
238,135
+85,046
+56% +$2.1M 6.23% 4
2024
Q4 		$3.77M Buy
+153,089
New +$3.8M 4.11% 5

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

Stonehaven Wealth & Tax Solutions's UCON Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 1% in Q1 2026, buying an estimated $60.4K and bringing the position to 241,294 shares worth $5.98M. The position accounts for 5.29% of the portfolio, ranked #5.

Stonehaven Wealth & Tax Solutions first reported a position in UCON in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.11M in Q2 2025. 275 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions held 241,294 shares of First Trust Smith Unconstrained Bond ETF worth $5.98M as of Q1 2026.
  • Stonehaven Wealth & Tax Solutions bought 2,406 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $60.4K.
  • First Trust Smith Unconstrained Bond ETF made up 5.29% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #5 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Stonehaven Wealth & Tax Solutions's First Trust Smith Unconstrained Bond ETF position peaked at $6.11M in Q2 2025.
  • 275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.