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WR Wealth Planners’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

WR Wealth Planners’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
2024
Q4 		$4.93K Hold
200
– – ﹤0.01% 706
2024
Q3 		$5.03K Hold
200
– – ﹤0.01% 744
2024
Q2 		$4.89K Buy
+200
New +$4.88K ﹤0.01% 720

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

WR Wealth Planners's UCON Position: Q4 2024 in Review

WR Wealth Planners held its First Trust Smith Unconstrained Bond ETF (UCON) position steady in Q4 2024 at 200 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

WR Wealth Planners first reported a position in UCON in Q2 2024 and has held it in 3 quarters since. The position peaked at $5.03K in Q3 2024. 301 funds tracked by Wall St. Rank hold UCON as of Q4 2024.

  • WR Wealth Planners held 200 shares of First Trust Smith Unconstrained Bond ETF worth $4.93K as of Q4 2024.
  • WR Wealth Planners left its First Trust Smith Unconstrained Bond ETF share count unchanged in Q4 2024.
  • First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #706 holding.
  • WR Wealth Planners first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's First Trust Smith Unconstrained Bond ETF position peaked at $5.03K in Q3 2024.
  • 301 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.