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Strategic Wealth Partners’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Strategic Wealth Partners’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 		$20K Buy
809
+9
+1% +$226 ﹤0.01% 711
2025
Q4 		$20.1K Buy
800
+10
+1% +$252 ﹤0.01% 698
2025
Q3 		$19.9K Sell
790
-772
-49% -$19.3K ﹤0.01% 730
2025
Q2 		$38.9K Buy
+1,562
New +$38.5K ﹤0.01% 542

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

Strategic Wealth Partners's UCON Position: Q1 2026 in Review

Strategic Wealth Partners increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 1.1% in Q1 2026, buying an estimated $226 and bringing the position to 809 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Strategic Wealth Partners first reported a position in UCON in Q2 2025 and has held it in 4 quarters since. The position peaked at $38.9K in Q2 2025. 275 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • Strategic Wealth Partners held 809 shares of First Trust Smith Unconstrained Bond ETF worth $20K as of Q1 2026.
  • Strategic Wealth Partners bought 9 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $226.
  • First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #711 holding.
  • Strategic Wealth Partners first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's First Trust Smith Unconstrained Bond ETF position peaked at $38.9K in Q2 2025.
  • 275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.