UCFA
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United Capital Financial Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

United Capital Financial Advisors’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
2022
Q4 		– Sell
-15,750
Closed -$375K – 1108
2022
Q3 		$375K Sell
15,750
-6,420
-29% -$158K ﹤0.01% 843
2022
Q2 		$543K Sell
22,170
-1,465
-6% -$36.6K ﹤0.01% 776
2022
Q1 		$603K Hold
23,635
– – ﹤0.01% 791
2021
Q4 		$623K Sell
23,635
-769
-3% -$20.3K ﹤0.01% 803
2021
Q3 		$649K Sell
24,404
-750
-3% -$20K ﹤0.01% 790
2021
Q2 		$671K Buy
25,154
+769
+3% +$20.5K ﹤0.01% 797
2021
Q1 		$649K Hold
24,385
– – ﹤0.01% 777
2020
Q4 		$651K Sell
24,385
-845
-3% -$22.4K ﹤0.01% 783
2020
Q3 		$662K Sell
25,230
-5,700
-18% -$149K ﹤0.01% 765
2020
Q2 		$796K Sell
30,930
-3,300
-10% -$82.8K 0.01% 729
2020
Q1 		$827K Buy
34,230
+800
+2% +$20.3K 0.01% 680
2019
Q4 		$865K Buy
33,430
+500
+2% +$12.9K 0.01% 822
2019
Q3 		$849K Buy
32,930
+6,930
+27% +$179K 0.01% 792
2019
Q2 		$669K Buy
26,000
+1,000
+4% +$25.5K ﹤0.01% 942
2019
Q1 		$634K Sell
25,000
-500
-2% -$12.6K ﹤0.01% 913
2018
Q4 		$635K Buy
25,500
+7,000
+38% +$175K 0.01% 836
2018
Q3 		$466K Buy
+18,500
New +$466K ﹤0.01% 988

Other funds holding UCON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
C
CFO4Life Coppell, Texas $471M AUM
CG
CFO4Life Group Coppell, Texas $656M AUM 17.88% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

United Capital Financial Advisors's UCON Position: Q4 2022 in Review

United Capital Financial Advisors sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q4 2022, closing a stake of 15,750 shares — an estimated $375K sold.

United Capital Financial Advisors first reported a position in UCON in Q3 2018 and held it in 17 quarters. The position peaked at $865K in Q4 2019. 183 funds tracked by Wall St. Rank hold UCON as of Q4 2022.

  • United Capital Financial Advisors reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q4 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 15,750 First Trust Smith Unconstrained Bond ETF shares in Q4 2022, an estimated $375K.
  • United Capital Financial Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q3 2018 and held it in 17 quarters.
  • United Capital Financial Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $865K in Q4 2019.
  • 183 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.