First Trust Smith UnconstraiUCONETF
13F holders, Q2 2024 (June 30)241holders +22
37new positions
16sold out
2famous investors
$24.46avg. 13F price*
At the end of Q2 2024, 241 institutions reported holding First Trust Smith Unconstrai (UCON) in their 13F filings, up 22 from Q1 2024. 37 opened new positions and 16 sold out. The largest holders were LPL Financial LLC ($198.3M), UBS Group AG ($192.3M) and Morgan Stanley ($149.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- First Trust Smith Unconstrai
- CUSIP
- 33740F888
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $99.9M |
| Exits | 16 | $24.7M |
All 13F filers, Q1 2024 → Q2 2024: 14,412,216 shares bought and 3,502,301 shares sold, net +10,909,915 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 241 holders
| LPL Financial LLC | 0.10% | Add +15.7% | 8,112,063 | $198.3M |
| UBS Group AG | 0.06% | Add +7.7% | 7,866,679 | $192.3M |
| Morgan Stanley | 0.01% | Add +7.5% | 6,101,506 | $149.2M |
| Bank of America Corp. | 0.01% | Add +7.9% | 3,574,289 | $87.4M |
| Harbour Investments, Inc. | 2.37% | Add +6.6% | 2,870,793 | $70.2M |
| Royal Bank of Canada | 0.01% | Reduce -3.6% | 2,337,005 | $57.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +4.7% | 2,172,007 | $53.1M |
| HighTower Advisors, LLC | 0.08% | Add +243.6% | 2,005,073 | $49.0M |
| Osaic Holdings, Inc. | 0.09% | Add +3.0% | 1,520,897 | $37.2M |
| Truist Financial Corp. | 0.05% | Add +5.7% | 1,350,493 | $33.0M |
| Apollon Wealth Management, LLC | 0.94% | Add +10.1% | 1,256,932 | $30.7M |
| Aptus Capital Advisors, LLC | 0.55% | Add +1.5% | 1,176,991 | $28.8M |
| Csenge Advisory Group | 1.63% | Add +3.7% | 1,172,644 | $28.7M |
| Wagner Wealth Management, LLC | 8.40% | Add +12.4% | 1,148,794 | $28.1M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -3.3% | 1,148,096 | $28.1M |
| IFP Advisors, Inc | 1.11% | Add +80.9% | 1,144,004 | $28.0M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +63.8% | 1,014,324 | $24.8M |
| Ameriprise Financial Inc. | 0.01% | New | 979,451 | $23.9M |
| Cetera Investment Advisers | 0.05% | Add +26.0% | 944,916 | $23.1M |
| Wells Fargo & Company | 0.01% | Add +607.9% | 920,588 | $22.5M |
| Larson Financial Group LLC | 1.51% | Reduce -11.9% | 907,877 | $22.2M |
| EdgeRock Capital LLC | 16.84% | Add +5.0% | 889,972 | $21.8M |
| Morling Financial Advisors, LLC | 9.31% | New | 873,890 | $21.4M |
| Integrated Wealth Concepts LLC | 0.27% | Add +2.2% | 819,539 | $20.0M |
| Bensler, LLC | 2.69% | Add +7.8% | 816,869 | $20.0M |
| Visionary Wealth Advisors | 1.30% | Reduce -12.8% | 811,854 | $19.8M |
| Dynamic Advisor Solutions LLC | 0.62% | Add +25.1% | 806,107 | $19.7M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +288.2% | 792,747 | $19.4M |
| TruWealth Advisors, LLC | 1.15% | Add +3.6% | 705,056 | $17.2M |
| Commonwealth Financial Services, LLC | 3.51% | Add +9.3% | 698,042 | $17.1M |
| Park National Corp. | 0.62% | Add +15.4% | 690,263 | $16.9M |
| Cyndeo Wealth Partners, LLC | 1.25% | Add +2.9% | 653,968 | $16.0M |
| Rehmann Capital Advisory Group | 1.07% | Add +8.4% | 611,152 | $14.9M |
| Raymond James & Associates | 0.01% | Add +32.5% | 603,367 | $14.8M |
| Thrivent Financial for Lutherans | 0.03% | Add +292.4% | 599,818 | $14.7M |
| Focus Partners Wealth | 0.05% | Reduce -0.2% | 560,021 | $13.7M |
| Citadel Advisors | 0.01% | New | 542,728 | $13.3M |
| JPMorgan Chase & Co. | 0.00% | Add +52.7% | 534,908 | $13.1M |
| Tolleson Wealth Management, Inc. | 2.57% | Reduce -3.4% | 533,334 | $13.0M |
| Janiczek Wealth Management, LLC | 2.72% | Reduce -6.0% | 530,212 | $13.0M |
| Great Point Wealth Advisors, LLC | 2.92% | Add +10.6% | 522,195 | $12.8M |
| Navalign, LLC | 3.91% | Add +7.0% | 506,463 | $12.4M |
| SlateStone Wealth, LLC | 1.30% | Reduce -2.8% | 491,856 | $12.0M |
| Philip James Wealth Mangement, LLC | 7.91% | Add +3.3% | 485,985 | $11.9M |
| Wintrust Investments LLC | 0.95% | Reduce -3.3% | 477,766 | $11.7M |
| Darwin Wealth Management, LLC | 5.64% | Reduce -4.0% | 464,504 | $11.4M |
| Stifel Financial Corp. | 0.01% | Add +11.4% | 454,662 | $11.1M |
| Private Advisor Group, LLC | 0.07% | Add +6.2% | 432,474 | $10.6M |
| Mariner, LLC | 0.02% | Add +6.5% | 415,286 | $10.2M |
| Financial Futures Ltd Liability Co. | 6.28% | Add +9.6% | 414,042 | $10.1M |
| Janney Montgomery Scott LLC | 0.03% | Add +9.3% | 394,752 | $9.7M |
| Avantax Planning Partners, Inc. | 0.31% | Reduce -35.7% | 390,335 | $9.5M |
| Regal Investment Advisors LLC | 0.63% | Add +4.3% | 389,013 | $9.5M |
| Kestra Advisory Services, LLC | 0.05% | Add +12.6% | 368,949 | $9.0M |
| Chicago Partners Investment Group LLC | 0.34% | Add +4.2% | 354,511 | $8.8M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +3.9% | 356,740 | $8.7M |
| Pitti Group Wealth Management, LLC | 9.38% | New | 348,616 | $8.6M |
| Ameritas Advisory Services, LLC | 0.32% | Add +17.7% | 343,507 | $8.4M |
| Boyce & Associates Wealth Consulting, Inc. | 9.64% | Add +57.8% | 335,598 | $8.2M |
| First Pacific Financial | 2.09% | Reduce -3.6% | 333,016 | $8.1M |
| NewEdge Advisors, LLC | 0.06% | Add +2207.2% | 329,558 | $8.1M |
| CoreCap Advisors, LLC | 0.82% | Add +0.5% | 322,073 | $7.9M |
| Simplicity Wealth,LLC | 0.17% | Add +4.6% | 311,541 | $7.6M |
| Baird Financial Group, Inc. | 0.02% | Add +6.1% | 309,894 | $7.6M |
| Prospera Financial Services Inc | 0.20% | Add +92.5% | 300,518 | $7.3M |
| XML Financial, LLC | 0.73% | Add +0.0% | 298,265 | $7.3M |
| Vicus Capital | 0.66% | Add +0.3% | 297,426 | $7.3M |
| N.E.W. Advisory Services LLC | 0.78% | Add +8.1% | 295,443 | $7.2M |
| Bleakley Financial Group, LLC | 0.20% | Add +5.1% | 288,709 | $7.1M |
| Beaumont Financial Advisors, LLC | 0.55% | Add +9.8% | 283,575 | $6.9M |
| Etesian Wealth Advisors, Inc. | 3.88% | Add +8.7% | 282,316 | $6.9M |
| Certified Advisory Corp | 0.84% | Add +17.1% | 274,236 | $6.7M |
| Mutual Advisors, LLC | 0.20% | Reduce -30.9% | 266,692 | $6.6M |
| Mather Group, Llc. | 0.08% | Add +4.9% | 266,325 | $6.6M |
| Western Wealth Management, LLC | 0.48% | Reduce -1.5% | 266,956 | $6.5M |
| Total Clarity Wealth Management, Inc. | 2.26% | Reduce -1.0% | 265,964 | $6.5M |
| Mach-1 Financial Group, LLC | 4.50% | Add +8.3% | 260,481 | $6.4M |
| Jane Street Group, LLC | 0.01% | New | 256,018 | $6.3M |
| Sigma Planning Corp | 0.20% | Reduce -7.6% | 251,939 | $6.2M |
| Captrust Financial Advisors | 0.02% | Reduce -32.2% | 249,748 | $6.1M |
| Walkner Condon Financial Advisors LLC | 1.23% | Add +5.1% | 232,986 | $5.7M |
| GSG Advisors LLC | 2.01% | Add +1.1% | 233,558 | $5.7M |
| Beacon Financial Group | 0.62% | Reduce -11.2% | 223,388 | $5.5M |
| Equitable Holdings, Inc. | 0.06% | Add +23.3% | 221,875 | $5.4M |
| Twin Peaks Wealth Advisors, LLC | 2.70% | Add +1.7% | 221,056 | $5.4M |
| Retirement Planning Group, LLC | 0.33% | New | 215,370 | $5.3M |
| Elevated Capital Advisors, LLC | 1.47% | Add +0.3% | 213,104 | $5.2M |
| Vantage Financial Partners Ltd., Inc. | 1.20% | Add +34.3% | 198,225 | $4.8M |
| MML Investors Services, LLC | 0.02% | Add +9.1% | 195,445 | $4.8M |
| Madison Asset Management, LLC | 0.06% | Reduce -5.8% | 195,326 | $4.8M |
| Geneos Wealth Management Inc. | 0.21% | Add +4.7% | 194,643 | $4.8M |
| O'Connor Financial Group LLC | 2.73% | Add +3.1% | 192,159 | $4.7M |
| Goldstone Financial Group, LLC | 0.94% | Add +16.9% | 191,060 | $4.7M |
| Ellenbecker Investment Group | 0.89% | Add +8.2% | 181,026 | $4.4M |
| PFG Advisors | 0.30% | Add +44.3% | 180,745 | $4.4M |
| US Bancorp \de | 0.01% | Add +9.9% | 178,617 | $4.4M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -4.5% | 162,080 | $4.0M |
| Keel Point, LLC | 0.36% | Add +119.5% | 158,636 | $4.0M |
| Ashton Thomas Private Wealth, LLC | 0.20% | Add +18.4% | 148,516 | $3.6M |
| BlackDiamond Wealth Management, LLC | 2.32% | Add +36.4% | 141,954 | $3.5M |
| Renaissance Technologies | 0.01% | Add +9.7% | 137,400 | $3.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +18.4% | 132,971 | $3.3M |
| Econ Financial Services Corp | 1.89% | Add +0.3% | 124,742 | $3.0M |
| Avantax Advisory Services, Inc. | 0.02% | Add +0.9% | 124,422 | $3.0M |
| Per Stirling Capital Management, LLC. | 0.48% | New | 121,897 | $3.0M |
| Crumly & Associates Inc. | 0.85% | Add +5.2% | 120,636 | $2.9M |
| Lunt Capital Management, Inc. | 1.43% | Add +4.0% | 118,977 | $2.9M |
| Fagan Associates, Inc. | 0.50% | Add +309.9% | 116,299 | $2.8M |
| Clearstead Advisors, LLC | 0.05% | New | 116,121 | $2.8M |
| Arkos Global Advisors | 0.44% | Add +0.8% | 111,176 | $2.7M |
| Holistic Financial Partners | 1.36% | Add +21.0% | 110,972 | $2.7M |
| Fifth Third Securities, Inc. | 0.25% | New | 110,932 | $2.7M |
| First Heartland Consultants, Inc. | 0.26% | Reduce -81.7% | 107,852 | $2.6M |
| Redhawk Wealth Advisors, Inc. | 0.38% | Add +4.1% | 102,886 | $2.5M |
| Sequent Planning LLC | 0.86% | Add +16.8% | 102,668 | $2.5M |
| Sumitomo Mitsui Financial Group, Inc. | 0.07% | Add +0.1% | 97,666 | $2.4M |
| Defined Wealth Management, LLC | 1.59% | New | 93,641 | $2.3M |
| Pine Valley Investments Ltd Liability Co | 0.16% | Reduce -0.5% | 89,954 | $2.2M |
| Private Capital Management LLC | 0.43% | Add +0.1% | 88,916 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +548.7% | 88,733 | $2.2M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +70.2% | 85,780 | $2.1M |
| Onyx Bridge Wealth Group LLC | 0.33% | Add +1.7% | 82,749 | $2.0M |
| MBE Wealth Management, LLC | 1.21% | Add +0.6% | 81,499 | $2.0M |
| Comerica Bank | 0.01% | Add +21.9% | 80,708 | $2.0M |
| Apollon Financial, LLC | 0.63% | Add +18.3% | 79,968 | $2.0M |
| Savant Capital, LLC | 0.02% | New | 78,466 | $1.9M |
| Kingsview Wealth Management, LLC | 0.04% | Add +26.9% | 76,347 | $1.9M |
| Capital CS Group, LLC | 2.15% | Add +1.9% | 76,145 | $1.9M |
| StoneX Group Inc. | 0.14% | Reduce -35.6% | 73,521 | $1.8M |
| D.A. Davidson & Co. | 0.02% | Add +7.0% | 72,950 | $1.8M |
| Legacy Capital Wealth Partners, LLC | 0.41% | New | 65,988 | $1.6M |
| United Advisor Group, LLC | 0.49% | Reduce -19.0% | 64,162 | $1.6M |
| Cwm, LLC | 0.01% | Reduce -10.1% | 63,402 | $1.6M |
| tru Independence LLC | 0.45% | Add +5.3% | 61,114 | $1.5M |
| EWG Elevate Inc. | 0.53% | Add +5.8% | 59,515 | $1.5M |
| Institutional & Family Asset Management, LLC | 0.22% | Reduce -0.4% | 59,288 | $1.4M |
| Northwest Capital Management Inc | 0.51% | Reduce -31.3% | 56,914 | $1.4M |
| Williams & Novak, LLC | 1.29% | Add +346.4% | 56,467 | $1.4M |
| WESPAC Advisors, LLC | 1.05% | Reduce -37.2% | 54,907 | $1.3M |
| Clear Creek Financial Management, LLC | 0.16% | Add +2.4% | 53,143 | $1.3M |
| Asset Allocation Strategies LLC | 0.43% | Reduce -0.8% | 52,674 | $1.3M |
| Columbia Advisory Partners LLC | 1.18% | Add +76.3% | 49,435 | $1.2M |
| Private Portfolio Partners LLC | 0.97% | Add +4.2% | 48,841 | $1.2M |
| Capital Investment Advisory Services, LLC | 0.12% | Add +0.3% | 47,529 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -12.0% | 46,398 | $1.1M |
| Private Client Services, LLC | 0.68% | Add +5.3% | 44,473 | $1.1M |
| First Trust Advisors LP | 0.00% | Add +33.0% | 42,657 | $1.0M |
| Creative Financial Designs Inc. | 0.09% | Reduce -66.0% | 42,325 | $1.0M |
| Assetmark, Inc. | 0.00% | Reduce -46.1% | 42,189 | $1.0M |
| Childress Capital Advisors, LLC | 0.27% | Reduce -43.8% | 39,885 | $975K |
| Lanark Financial, Inc. | 0.09% | Add +1.9% | 39,759 | $972K |
| Ergawealth Advisors, Inc. | 0.43% | Reduce -41.7% | 32,006 | $783K |
| Gentry Private Wealth, LLC | 0.68% | — | 31,606 | $773K |
| CGC Financial Services, LLC | 0.33% | Reduce -36.0% | 31,082 | $760K |
| AE Wealth Management LLC | 0.01% | Add +214.9% | 30,338 | $742K |
| Virtue Capital Management, LLC | 0.13% | Reduce -26.2% | 29,730 | $731K |
| Blackhawk Capital Partners, LLC | 0.43% | Add +0.1% | 29,181 | $713K |
| Q3 Asset Management | 0.16% | Reduce -4.6% | 29,097 | $711K |
| Root Financial Partners, LLC | 0.16% | Reduce -15.5% | 28,724 | $702K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +60.9% | 27,906 | $682K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +4.3% | 26,577 | $650K |
| Harvest Investment Services, LLC | 0.26% | New | 26,349 | $644K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +41.4% | 25,868 | $632K |
| Maia Wealth LLC | 0.19% | — | 24,994 | $617K |
| Independent Financial Group, LLC | 0.02% | Reduce -11.1% | 24,473 | $598K |
| Atria Investments, Inc | 0.01% | New | 24,318 | $595K |
| Farther Finance Advisors, LLC | 0.03% | New | 24,374 | $594K |
| Global Retirement Partners, LLC | 0.02% | Reduce -0.0% | 23,837 | $583K |
| Rockefeller Capital Management L.P. | 0.00% | Add +12.4% | 23,727 | $580K |
| Susquehanna International Group, LLP | 0.00% | New | 23,228 | $568K |
| Clarity Capital Partners LLC | 0.32% | New | 21,654 | $529K |
| CFO4Life Group, LLC | 0.10% | Reduce -37.1% | 21,421 | $524K |
| Inspirion Wealth Advisors, LLC | 0.08% | Reduce -3.9% | 21,195 | $518K |
| Perennial Investment Advisors, LLC | 0.07% | Add +126.5% | 21,189 | $518K |
| Octavia Wealth Advisors, LLC | 0.07% | Reduce -20.9% | 19,931 | $487K |
| TFB Advisors LLC | 0.15% | Add +11.1% | 18,475 | $452K |
| Flagstar Securities, Inc. | 0.12% | Add +9.7% | 18,257 | $446K |
| Principal Securities, Inc. | 0.01% | Reduce -5.4% | 18,109 | $443K |
| Strategic Blueprint, LLC | 0.03% | Reduce -8.0% | 18,012 | $440K |
| Berger Financial Group, Inc | 0.03% | New | 17,226 | $421K |
| Merkkuri Wealth Advisors LLC | 0.39% | — | 17,182 | $420K |
| Synovus Financial Corp. | 0.01% | New | 17,124 | $419K |
| Fermata Advisors, LLC | 0.09% | Reduce -92.0% | 16,685 | $408K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -61.5% | 16,653 | $407K |
| Total Wealth Planning, LLC | 0.07% | No change | 16,400 | $405K |
| Chiron Capital Management, LLC | 0.38% | New | 16,362 | $400K |
| CreativeOne Wealth, LLC | 0.02% | Add +14.8% | 16,284 | $398K |
| Indie Asset Partners, LLC | 0.31% | New | 16,074 | $393K |
| Lakeridge Wealth Management LLC | 0.23% | No change | 15,905 | $389K |
| GeoWealth Management, LLC | 0.02% | Add +7.2% | 14,856 | $363K |
| CIC Wealth, LLC | 0.10% | Add +2.0% | 14,551 | $356K |
| National Wealth Management Group, LLC | 0.26% | Reduce -1.7% | 14,002 | $342K |
| Arkadios Wealth Advisors | 0.02% | Reduce -96.8% | 13,834 | $338K |
| Wedbush Securities Inc. | 0.01% | New | 13,448 | $329K |
| Grant/GrossMendelsohn, LLC | 0.15% | No change | 13,311 | $325K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 13,154 | $322K |
| Sanctuary Advisors, LLC | 0.00% | — | 12,954 | $313K |
| Ritholtz Wealth Management | 0.01% | New | 12,778 | $312K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +2.3% | 12,607 | $308K |
| Horan Securities, Inc. | 0.13% | Reduce -4.3% | 12,533 | $306K |
| Flynn Zito Capital Management, LLC | 0.16% | Add +7.4% | 12,507 | $306K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -6.3% | 12,410 | $303K |
| Cresset Asset Management, LLC | 0.00% | Reduce -1.2% | 12,246 | $299K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +36.1% | 11,857 | $290K |
| McAdam, LLC | 0.02% | Add +0.7% | 11,496 | $281K |
| Good Life Advisors, LLC | 0.02% | Add +4.6% | 11,430 | $279K |
| Old Mission Capital LLC | 0.01% | New | 11,281 | $276K |
| HBW Advisory Services LLC | 0.05% | Add +11.3% | 11,130 | $272K |
| Cedrus LLC | 0.13% | New | 10,400 | $254K |
| DHJJ Financial Advisors, Ltd. | 0.11% | Add +7430.4% | 10,392 | $254K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | New | 9,804 | $240K |
| Raymond James Trust N.A. | 0.01% | No change | 9,703 | $237K |
| Silver Oak Securities, Incorporated | 0.03% | Add +3.5% | 8,783 | $215K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.0% | 8,616 | $211K |
| World Investment Advisors | 0.01% | New | 8,404 | $205K |
| Private Trust Co. NA | 0.02% | Add +54.1% | 7,806 | $191K |
| Creekmur Asset Management LLC | 0.05% | Reduce -18.9% | 7,178 | $175K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -9.3% | 5,005 | $122K |
| International Assets Investment Management, LLC | 0.01% | New | 4,143 | $101K |
| Benjamin Edwards Inc. | 0.02% | Add +13.8% | 3,649 | $89K |
| Bank of Montreal | 0.00% | New | 2,807 | $69K |
| Signaturefd, LLC | 0.00% | Reduce -25.7% | 2,500 | $61K |
| Capital Analysts, LLC | 0.00% | Add +151.7% | 2,509 | $61K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 2,214 | $54K |
| Gradient Investments LLC | 0.00% | New | 1,337 | $33K |
| PSI Advisors, LLC | 0.01% | New | 730 | $18K |
| Spire Wealth Management | 0.00% | No change | 718 | $18K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 500 | $12K |
| Pittenger & Anderson Inc. | 0.00% | New | 500 | $12K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -59.0% | 479 | $12K |
| Castleview Partners, LLC | 0.01% | New | 475 | $12K |
| NorthRock Partners, LLC | 0.00% | No change | 460 | $11K |
| Coppell Advisory Solutions LLC | 0.00% | — | 416 | $10K |
| Oakworth Capital, Inc. | 0.00% | New | 237 | $6K |
| Clearstead Trust, LLC | 0.00% | No change | 206 | $5K |
| WR Wealth Planners, LLC | 0.00% | New | 200 | $5K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 198 | $4K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -50.8% | 99 | $2K |
| Tucker Asset Management LLC | 0.00% | Add +28.0% | 96 | $2K |
| Hexagon Capital Partners LLC | 0.00% | No change | 58 | $1K |
| BNP Paribas Financial Markets | 0.00% | Reduce -84.4% | 7 | $171 |
"% of holder's portfolio" is UCON's weight in each manager's 13F, not the share of First Trust Smith Unconstrai the manager owns.