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Tower Research Capital (TRC)’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Tower Research Capital (TRC)’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
Q2 		$398 Buy
+16
New +$398 ﹤0.01% 5043
2023
Q1 		– Sell
-75
Closed -$2K – 6291
2022
Q4 		$2K Buy
+75
New +$1.8K ﹤0.01% 5426

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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Tower Research Capital (TRC)'s UCON Position: Q2 2026 in Review

Tower Research Capital (TRC) opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2026: 16 shares worth $398. The stake represents ﹤0.01% of the portfolio and ranks #5043 among its holdings. This is a return to the name: Tower Research Capital (TRC) previously reported a position in UCON as recently as Q4 2022.

Tower Research Capital (TRC) first reported a position in UCON in Q4 2022 and has held it in 2 quarters since. The position peaked at $2K in Q4 2022. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Tower Research Capital (TRC) held 16 shares of First Trust Smith Unconstrained Bond ETF worth $398 as of Q2 2026.
  • First Trust Smith Unconstrained Bond ETF was a new Tower Research Capital (TRC) position in Q2 2026.
  • First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #5043 holding.
  • Tower Research Capital (TRC) first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2022 and has held it in 2 quarters since.
  • Tower Research Capital (TRC)'s First Trust Smith Unconstrained Bond ETF position peaked at $2K in Q4 2022.
  • 273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.