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TD Waterhouse Canada’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

TD Waterhouse Canada’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
Q4 		– Sell
-23
Closed -$580 – 2172
2025
Q3 		$580 Buy
+23
New +$575 ﹤0.01% 1927

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TD Waterhouse Canada's UCON Position: Q4 2025 in Review

TD Waterhouse Canada sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q4 2025, closing a stake of 23 shares — an estimated $580 sold.

TD Waterhouse Canada first reported a position in UCON in Q3 2025 and held it in 1 quarter. The position peaked at $580 in Q3 2025. 283 funds tracked by Wall St. Rank hold UCON as of Q4 2025.

  • TD Waterhouse Canada reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q4 2025 after selling out during the quarter.
  • TD Waterhouse Canada sold 23 First Trust Smith Unconstrained Bond ETF shares in Q4 2025, an estimated $580.
  • TD Waterhouse Canada first reported a position in First Trust Smith Unconstrained Bond ETF in Q3 2025 and held it in 1 quarter.
  • TD Waterhouse Canada's First Trust Smith Unconstrained Bond ETF position peaked at $580 in Q3 2025.
  • 283 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q4 2025.

Based on TD Waterhouse Canada's 13F filing for Q4 2025, filed 27 Jan 2026.