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

Synovus Financial’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 Q3	$1.02M	Sell	40,453 -5,213	-11%	-$130K	0.01%	517
2025 Q2	$1.14M	Buy	45,666 +4,972	+12%	+$123K	0.01%	478
2025 Q1	$1.01M	Sell	40,694 -1,049	-3%	-$25.9K	0.01%	481
2024 Q4	$1.03M	Buy	41,743 +3,595	+9%	+$89.1K	0.01%	472
2024 Q3	$959K	Buy	38,148 +21,024	+123%	+$524K	0.01%	517
2024 Q2	$419K	Buy	+17,124	New	+$418K	0.01%	656

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

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

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

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

Synovus Financial's UCON Position: Q3 2025 in Review

Synovus Financial reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 11% in Q3 2025, selling an estimated $130K and leaving 40,453 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #517.

Synovus Financial first reported a position in UCON in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.14M in Q2 2025. 262 funds tracked by Wall St. Rank hold UCON as of Q3 2025.

Synovus Financial held 40,453 shares of First Trust Smith Unconstrained Bond ETF worth $1.02M as of Q3 2025.
Synovus Financial sold 5,213 First Trust Smith Unconstrained Bond ETF shares in Q3 2025, an estimated $130K.
First Trust Smith Unconstrained Bond ETF made up 0.01% of Synovus Financial's portfolio in Q3 2025, its #517 holding.
Synovus Financial first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2024 and has held it in 6 quarters since.
Synovus Financial's First Trust Smith Unconstrained Bond ETF position peaked at $1.14M in Q2 2025.
262 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.