Who Owns UCON?
First Trust Smith Unconstrained Bond ETF — Institutional Ownership & 13F Holdings
$24.91
-0.01 (-0.06%)
Market Cap
$3.3B
Shares Outstanding
129,024,225
Institutional Holders
276
Total Inst. Value
$2.3B
% of Float Held
—
QoQ Holder Change
+136
Institutional data as of Q1 2025
New Positions
77
Closed Positions
33
Increased
114
Decreased
75
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | UBS Group AG | $226.0M | 9,132,533 |
| 2 | MORGAN STANLEY | $179.4M | 7,248,699 |
| 3 | WELLS FARGO & COMPANY/MN | $126.4M | 5,107,571 |
| 4 | BANK OF AMERICA CORP /DE/ | $103.7M | 4,191,381 |
| 5 | ROYAL BANK OF CANADA | $94.5M | 3,819,312 |
| 6 | HARBOUR INVESTMENTS, INC. | $82.5M | 3,333,946 |
| 7 | AMERIPRISE FINANCIAL INC | $62.9M | 2,541,142 |
| 8 | HighTower Advisors, LLC | $55.5M | 2,242,464 |
| 9 | Wagner Wealth Management, LLCNew | $54.9M | 2,216,317 |
| 10 | JPMORGAN CHASE & CO | $49.5M | 1,998,371 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| UBS Group AG | +344K | $226.0M |
| MORGAN STANLEY | +15K | $179.4M |
| WELLS FARGO & COMPANY/MN | +896K | $126.4M |
| ROYAL BANK OF CANADA | +619K | $94.5M |
| HighTower Advisors, LLC | +101K | $55.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Aptus Capital Advisors, LLC | -1.6M | $117K |
| Apollon Wealth Management, LLC | -931K | $11.1M |
| HARBOUR INVESTMENTS, INC. | -641K | $82.5M |
| BANK OF AMERICA CORP /DE/ | -636K | $103.7M |
| AMERIPRISE FINANCIAL INC | -570K | $62.9M |
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Frequently Asked Questions
How many institutional investors hold UCON?
As of Q1 2025, 276 institutional investors report holding UCON (First Trust Smith Unconstrained Bond ETF) in their 13F filings.
Which hedge fund owns the most UCON?
The largest institutional holder of UCON is UBS Group AG with $226.0M in shares.
Are institutions buying or selling UCON?
This quarter, 77 institutions opened new positions in UCON and 33 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.