First Trust Smith UnconstraiUCONETF
13F holders, Q2 2025 (June 30)275holders −13
12new positions
31sold out
2famous investors
$24.91avg. 13F price*
At the end of Q2 2025, 275 institutions reported holding First Trust Smith Unconstrai (UCON) in their 13F filings, down 13 from Q1 2025. 12 opened new positions and 31 sold out. The largest holders were LPL Financial LLC ($276.7M), Morgan Stanley ($179.1M) and Wells Fargo & Company ($131.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Smith Unconstrai
- CUSIP
- 33740F888
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $13.4M |
| Exits | 31 | $44.8M |
All 13F filers, Q1 2025 → Q2 2025: 4,917,847 shares bought and 25,848,426 shares sold, net −20,930,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 275 holders
| LPL Financial LLC | 0.09% | Reduce -10.5% | 11,116,589 | $276.7M |
| Morgan Stanley | 0.01% | Reduce -0.7% | 7,197,054 | $179.1M |
| Wells Fargo & Company | 0.03% | Add +3.7% | 5,297,031 | $131.8M |
| Royal Bank of Canada | 0.02% | Add +6.7% | 4,075,466 | $101.4M |
| Bank of America Corp. | 0.01% | Reduce -10.8% | 3,739,437 | $93.1M |
| Ameriprise Financial Inc. | 0.02% | Add +8.5% | 2,757,884 | $68.6M |
| Harbour Investments, Inc. | 1.68% | Reduce -20.1% | 2,664,732 | $66.3M |
| HighTower Advisors, LLC | 0.07% | Add +2.2% | 2,290,978 | $57.0M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -19.5% | 2,208,213 | $55.0M |
| Raymond James Financial Inc. | 0.02% | Reduce -1.0% | 1,943,922 | $48.4M |
| Truist Financial Corp. | 0.07% | Add +2.8% | 1,899,046 | $47.3M |
| Osaic Holdings, Inc. | 0.07% | Add +2.5% | 1,614,739 | $40.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.4% | 1,610,565 | $40.1M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -37.2% | 1,285,879 | $32.0M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +20.6% | 1,255,258 | $31.2M |
| Csenge Advisory Group | 1.62% | Add +5.2% | 1,246,483 | $30.8M |
| Cetera Investment Advisers | 0.05% | Reduce -3.8% | 1,215,267 | $30.2M |
| First Heartland Consultants, Inc. | 2.31% | Add +11.8% | 1,041,178 | $25.9M |
| Bensler, LLC | 2.67% | Add +12.7% | 957,606 | $23.8M |
| IFP Advisors, Inc | 0.67% | Add +13.7% | 948,605 | $23.6M |
| Dynamic Advisor Solutions LLC | 0.72% | Add +1.5% | 936,102 | $23.3M |
| Integrated Wealth Concepts LLC | 0.21% | Add +3.4% | 838,239 | $20.9M |
| Wagner Wealth Management, LLC | 4.57% | Reduce -63.7% | 805,495 | $20.0M |
| Focus Partners Wealth | 0.04% | Add +18.6% | 778,630 | $19.4M |
| Citadel Advisors | 0.02% | Reduce -14.0% | 756,286 | $18.8M |
| Park National Corp. | 0.61% | Reduce -15.9% | 743,574 | $18.5M |
| Cyndeo Wealth Partners, LLC | 1.10% | Add +1.0% | 743,443 | $18.5M |
| TruWealth Advisors, LLC | 1.00% | Add +0.1% | 731,742 | $18.2M |
| Commonwealth Financial Services, LLC | 3.32% | Reduce -3.0% | 692,946 | $17.2M |
| Spectrum Wealth Advisory Group, LLC | 7.91% | Add +79.4% | 683,331 | $17.0M |
| Capital Investment Advisory Services, LLC | 1.37% | Add +0.9% | 670,798 | $16.7M |
| Geneos Wealth Management Inc. | 0.40% | Add +153.1% | 663,387 | $16.5M |
| Kestra Private Wealth Services, LLC | 0.24% | Reduce -6.1% | 660,003 | $16.4M |
| EdgeRock Capital LLC | 5.17% | Reduce -3.9% | 656,393 | $16.3M |
| Larson Financial Group LLC | 0.64% | Reduce -12.5% | 641,901 | $16.0M |
| Visionary Wealth Advisors | 0.81% | Add +10.2% | 638,582 | $15.9M |
| UBS Group AG | 0.00% | Reduce -93.1% | 629,157 | $15.7M |
| Stifel Financial Corp. | 0.01% | Add +1.2% | 587,966 | $14.6M |
| Renaissance Technologies | 0.02% | Add +12.3% | 573,233 | $14.3M |
| Jane Street Group, LLC | 0.02% | Reduce -4.2% | 571,257 | $14.2M |
| Navalign, LLC | 3.75% | Reduce -4.9% | 546,058 | $13.6M |
| Holos Integrated Wealth LLC | 7.94% | Reduce -1.2% | 529,816 | $13.2M |
| Kestra Advisory Services, LLC | 0.06% | Add +0.1% | 522,902 | $13.0M |
| Etesian Wealth Advisors, Inc. | 4.71% | Add +11.1% | 507,151 | $12.6M |
| HBW Advisory Services LLC | 1.53% | Add +776.4% | 389,311 | $12.4M |
| Chicago Partners Investment Group LLC | 0.34% | Add +2.5% | 470,634 | $11.7M |
| Walkner Condon Financial Advisors LLC | 2.14% | Reduce -4.6% | 467,120 | $11.6M |
| Cerity Partners LLC | 0.02% | Reduce -3.7% | 462,516 | $11.5M |
| Captrust Financial Advisors | 0.02% | Add +95.5% | 447,389 | $11.1M |
| Private Advisor Group, LLC | 0.06% | Reduce -6.8% | 439,861 | $10.9M |
| Mariner, LLC | 0.02% | Reduce -6.1% | 435,319 | $10.8M |
| Kingsview Wealth Management, LLC | 0.18% | Reduce -0.9% | 432,123 | $10.8M |
| NewEdge Advisors, LLC | 0.06% | Add +7.2% | 432,079 | $10.8M |
| Rehmann Capital Advisory Group | 0.65% | Reduce -61.2% | 430,203 | $10.7M |
| Boyce & Associates Wealth Consulting, Inc. | 9.66% | Reduce -2.8% | 425,129 | $10.6M |
| Janney Montgomery Scott LLC | 0.03% | Add +40.4% | 395,267 | $9.8M |
| &partners | 0.08% | Add +3.8% | 394,462 | $9.8M |
| Western Wealth Management, LLC | 0.57% | Add +1.4% | 387,317 | $9.6M |
| Equitable Holdings, Inc. | 0.08% | Reduce -4.5% | 386,294 | $9.6M |
| SlateStone Wealth, LLC | 0.90% | Reduce -7.5% | 384,965 | $9.6M |
| Good Life Advisors, LLC | 0.57% | Add +10.7% | 364,676 | $9.1M |
| Mach-1 Financial Group, LLC | 2.64% | Add +15.0% | 363,819 | $9.1M |
| MML Investors Services, LLC | 0.03% | Add +1.6% | 362,234 | $9.0M |
| Darwin Wealth Management, LLC | 3.05% | Reduce -6.8% | 353,683 | $8.8M |
| Apollon Wealth Management, LLC | 0.17% | Reduce -21.1% | 353,222 | $8.8M |
| Holistic Financial Partners | 3.83% | Add +60.3% | 351,966 | $8.8M |
| Certified Advisory Corp | 0.91% | Reduce -2.3% | 350,088 | $8.7M |
| Nova Wealth Management, Inc. | 6.24% | Reduce -26.6% | 341,226 | $8.5M |
| Prasad Wealth Partners, LLC | 2.41% | Reduce -26.0% | 330,503 | $8.2M |
| Tolleson Wealth Management, Inc. | 1.40% | Add +15.7% | 328,915 | $8.2M |
| CoreCap Advisors, LLC | 0.33% | Add +8.9% | 324,944 | $8.1M |
| Earned Wealth Advisors, LLC | 1.58% | Add +36.6% | 323,256 | $8.0M |
| Philip James Wealth Mangement, LLC | 1.05% | Add +0.5% | 319,333 | $7.9M |
| Aptus Capital Advisors, LLC | 0.08% | Add +4.5% | 319,168 | $7.9M |
| Wealth Advisory Team LLC | 7.33% | — | 314,692 | $7.8M |
| XML Financial, LLC | 0.67% | Add +0.1% | 308,674 | $7.7M |
| US Bancorp \de | 0.01% | Add +12.6% | 302,651 | $7.5M |
| Live Oak Investment Partners | 5.67% | New | 296,599 | $7.4M |
| Beaumont Financial Advisors, LLC | 0.52% | Reduce -4.7% | 290,312 | $7.2M |
| Mather Group, Llc. | 0.08% | Add +0.8% | 289,129 | $7.2M |
| PFG Advisors | 0.33% | Add +6.7% | 288,901 | $7.2M |
| Goldstone Financial Group, LLC | 0.94% | Reduce -2.0% | 287,618 | $7.1M |
| Bleakley Financial Group, LLC | 0.18% | Add +3.8% | 280,562 | $7.0M |
| Legacy Investment Solutions, LLC | 3.65% | — | 276,854 | $6.9M |
| Legacy Wealth Managment, LLC | 3.65% | Add +116.8% | 276,854 | $6.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.6% | 275,756 | $6.9M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -1.4% | 275,478 | $6.9M |
| GSG Advisors LLC | 1.79% | Reduce -1.0% | 248,414 | $6.2M |
| Stonehaven Wealth & Tax Solutions, LLC | 5.97% | Add +3.2% | 245,652 | $6.1M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +6.6% | 240,141 | $6.0M |
| Avantax Advisory Services, Inc. | 0.03% | Add +2.9% | 239,994 | $6.0M |
| TrueWealth Advisors, LLC | 1.74% | Add +18.7% | 236,886 | $5.9M |
| Entruity Wealth, LLC | 4.78% | Add +6.5% | 225,970 | $5.6M |
| WCG Wealth Advisors LLC | 0.36% | Add +9.1% | 225,734 | $5.6M |
| Twin Peaks Wealth Advisors, LLC | 1.78% | Add +0.6% | 221,001 | $5.5M |
| Stratos Investment Management, LLC | 0.25% | Add +28.5% | 221,271 | $5.5M |
| Beacon Financial Group | 0.57% | Reduce -9.7% | 219,131 | $5.5M |
| Keel Point, LLC | 0.33% | Reduce -0.2% | 202,658 | $5.0M |
| Total Clarity Wealth Management, Inc. | 1.40% | Reduce -7.0% | 196,457 | $4.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -32.9% | 196,194 | $4.9M |
"% of holder's portfolio" is UCON's weight in each manager's 13F, not the share of First Trust Smith Unconstrai the manager owns.