UCON

First Trust Smith Unconstrai

+$99.9M

Net Activity

Institutions Holding

271

Popularity Rank

#2203

Avg Weight

0.61%

Total Value

$2.7B

Ownership Trend

271 institutions currently hold UCON, with 157 net buyers and 123 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

123

Net Buying Institutions

157

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$309.0M
MS
Morgan Stanley
$221.9M
WF
Wells Fargo & Company/mn
$150.4M
AF
Ameriprise Financial INC
$132.2M
HI
Harbour Investments, INC.
$102.1M

Top 5 by Conviction

AG
Arch Global Advisors, LLC
8.08%
CW
Collaborative Wealth Managment Inc.
6.46%
EC
EdgeRock Capital LLC
5.30%
WW
Wagner Wealth Management, LLC
5.17%
EW
Etesian Wealth Advisors, Inc.
4.48%
View all 271 holding institutions

Quarterly Activity

Recent Activity

+$2.1B

Total Buy Value

$883.6M

Total Sell Value

New buy26
Trim95
Add131
Sold out28

157

Net Buyers

123

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FIRST TRUST SMITH UNCONSTRAI (UCON)?
Major stakeholders currently include LPL Financial LLC ($309.0M), Morgan Stanley ($221.9M), Wells Fargo & Company/mn ($150.4M). Based on the latest 13F filings, there are a total of 271 tracked investment funds and institutions maintaining positions in UCON.
What is the overall institutional sentiment toward UCON recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $99.9M, driven by 157 managers accumulating shares while 123 reduced their exposure.
Which institutions have been selling or reducing their UCON positions?
In the latest period, 95 funds trimmed their holdings, and 28 managers completely exited their positions. The aggregate reported sell value was $883.6M.
Are there any notable investors adding UCON to their portfolios?
Yes, buying activity remains notable. 26 institutions opened new positions in {ticker}, and 131 existing holders added to their shares. The total reported buy value for the quarter amounted to $2.1B.

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