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Veracity Capital’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Veracity Capital’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 		– Sell
-11,197
Closed -$282K – 241
2025
Q4 		$282K Buy
+11,197
New +$282K 0.08% 207
2025
Q1 		– Sell
-14,284
Closed -$352K – 243
2024
Q4 		$352K Buy
+14,284
New +$354K 0.13% 157

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Veracity Capital's UCON Position: Q1 2026 in Review

Veracity Capital sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q1 2026, closing a stake of 11,197 shares — an estimated $282K sold.

Veracity Capital first reported a position in UCON in Q4 2024 and held it in 2 quarters. The position peaked at $352K in Q4 2024. 277 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • Veracity Capital reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Veracity Capital sold 11,197 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $282K.
  • Veracity Capital first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2024 and held it in 2 quarters.
  • Veracity Capital's First Trust Smith Unconstrained Bond ETF position peaked at $352K in Q4 2024.
  • 277 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on Veracity Capital's 13F filing for Q1 2026, filed 9 Apr 2026.