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BOLTON SECURITIES CORPORATION’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$939K Buy
+37,916
New +$952K 0.04% 383
2025
Q3 		$1.05M Buy
+41,745
New +$1.04M 0.05% 356
2025
Q1 		$1.18M Buy
+47,522
New +$1.18M 0.07% 304

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 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 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's UCON Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q1 2026: 37,916 shares worth $939K. The stake represents 0.04% of the portfolio and ranks #383 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in UCON as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in UCON in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.18M in Q1 2025. 278 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 37,916 shares of First Trust Smith Unconstrained Bond ETF worth $939K as of Q1 2026.
  • First Trust Smith Unconstrained Bond ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • First Trust Smith Unconstrained Bond ETF made up 0.04% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #383 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's First Trust Smith Unconstrained Bond ETF position peaked at $1.18M in Q1 2025.
  • 278 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.