The company
First Trust Smith Unconstrained Bond ETF
UCON · NYSE Arca · fund
UCON stood above a rising 150-day average in 17 of the last 52 weekly readings, and has been out of that trend for the last 34 weeks. It is 2.8% below that average now.
Statistics
- Rotation
- not in the set
- Weeks in an uptrend
- out for 34
- Officials’ trades on record
- 1
- Institutions holding
- 264 (+1)
In the rotation
Each square a week: lit when it closed above a rising 150-day average. 17 of 52 weeks.
Money in and out
Open-market buys above the line and sales below, in dollars.
Congress and officials
1 disclosed lines: House 1, Senate 0, executive 0; 1 people.
| Who | Did | Amount | Traded |
|---|---|---|---|
| Bill Flores House: U.S. House ClerkTX17 | bought | $100k–$250k | 3 Sep 2019filed 7 Oct 2019 |
Insiders
No open-market buy or sale by its insiders on record.
Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.
Institutions
Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.
| Manager | Shares | Change |
|---|---|---|
| LPL Financial LLCadded · filed 7 Aug 2026 | 13,680,994$340.4M | +1,205,947+9.7% |
| MORGAN STANLEYadded · filed 13 Aug 2026 | 9,315,618$231.8M | +357,277+4.0% |
| WELLS FARGO & COMPANYadded · filed 14 Aug 2026 | 7,174,273$178.5M | +1,101,740+18.1% |
| AMERIPRISE FINANCIAL INCadded · filed 14 Aug 2026 | 5,567,401$138.6M | +229,696+4.3% |
| BANK OF AMERICA CORPadded · filed 14 Aug 2026 | 4,199,258$104.5M | +365,678+9.5% |
| HARBOUR INVESTMENTS, INC.added · filed 12 Aug 2026 | 4,197,950$104.4M | +77,065+1.9% |
| ROYAL BANK OF CANADAadded · filed 14 Aug 2026 | 4,023,683$100.1M | +20,148+0.5% |
| RAYMOND JAMES FINANCIAL INCadded · filed 14 Aug 2026 | 2,832,819$70.5M | +1,907+0.1% |
| ENVESTNET ASSET MANAGEMENT INCadded · filed 3 Aug 2026 | 2,623,316$65.3M | +167,138+6.8% |
| HighTower Advisors, LLCadded · filed 5 Aug 2026 | 2,471,711$61.5M | +35,375+1.5% |
News
No headline names it lately.
Everyone who traded it
Same industry
No other stock in its industry this week.
Government contracts
No federal award is tied to it.
From its SEC filings
No ratio computed from its SEC filings yet.
Analyst forecasts
No analyst forecasts yet.