TCWM
UCON icon

Total Clarity Wealth Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Total Clarity Wealth Management’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 		$4.57M Buy
184,617
+2,397
+1% +$60.2K 1.07% 22
2025
Q4 		$4.59M Sell
182,220
-4,178
-2% -$105K 1.11% 22
2025
Q3 		$4.7M Sell
186,398
-10,059
-5% -$251K 1.25% 18
2025
Q2 		$4.89M Sell
196,457
-14,882
-7% -$367K 1.4% 16
2025
Q1 		$5.21M Hold
211,339
– – 1.7% 8
2024
Q4 		$5.21M Sell
211,339
-78,532
-27% -$1.95M 1.69% 8
2024
Q3 		$7.28M Buy
289,871
+23,907
+9% +$596K 2.34% 5
2024
Q2 		$6.5M Sell
265,964
-2,778
-1% -$67.8K 2.26% 4
2024
Q1 		$6.61M Buy
268,742
+43,143
+19% +$1.06M 2.3% 3
2023
Q4 		$5.58M Buy
225,599
+794
+0.4% +$19.1K 2.29% 4
2023
Q3 		$5.37M Buy
+224,805
New +$5.44M 2.59% 2
2022
Q4 		– Sell
-11,920
Closed -$284K – 269
2022
Q3 		$284K Sell
11,920
-11,778
-50% -$290K 0.18% 160
2022
Q2 		$581K Buy
+23,698
New +$592K 0.3% 76

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $528B 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