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

Sumitomo Mitsui 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 Q2	–	Sell	-210,426	Closed	-$5.21M	–	251
2025 Q1	$5.21M	Sell	210,426 -5,814	-3%	-$144K	0.1%	56
2024 Q4	$5.33M	Buy	216,240 +131,534	+155%	+$3.26M	0.07%	58
2024 Q3	$2.13M	Sell	84,706 -12,960	-13%	-$323K	0.05%	74
2024 Q2	$2.39M	Buy	97,666 +45	+0%	+$1.1K	0.07%	67
2024 Q1	$2.4M	Buy	+97,621	New	+$2.4M	0.07%	68

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Sumitomo Mitsui Financial Group's UCON Position: Q2 2025 in Review

Sumitomo Mitsui Financial Group sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2025, closing a stake of 210,426 shares — an estimated $5.21M sold.

Sumitomo Mitsui Financial Group first reported a position in UCON in Q1 2024 and held it in 5 quarters. The position peaked at $5.33M in Q4 2024. 275 funds tracked by Wall St. Rank hold UCON as of Q2 2025.

Sumitomo Mitsui Financial Group reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q2 2025 after selling out during the quarter.
Sumitomo Mitsui Financial Group sold 210,426 First Trust Smith Unconstrained Bond ETF shares in Q2 2025, an estimated $5.21M.
Sumitomo Mitsui Financial Group first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2024 and held it in 5 quarters.
Sumitomo Mitsui Financial Group's First Trust Smith Unconstrained Bond ETF position peaked at $5.33M in Q4 2024.
275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2025.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.