FIRST TRUST SMITH UNCONSTRAI UCON
$24.89
+0.1% 52w: $23.59 – $24.93
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data23.5924.2624.93
Jun 20, 2025 Jul 2, 2026
Institutional holders
273
-8 QoQ
13F value
$2.73B
+3.8% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns UCON?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 12.5M | $309.0M | 0.1% | +2.6% |
| MORGAN STANLEY | Bank broker | 9.0M | $221.9M | 0.0% | +7.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 6.1M | $150.4M | 0.0% | -2.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 5.3M | $132.2M | 0.0% | +10.5% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 4.1M | $102.1M | 1.6% | +15.7% |
| ROYAL BANK OF CANADA | Bank broker | 4.0M | $99.2M | 0.0% | +5.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.8M | $95.0M | 0.0% | -3.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.8M | $70.1M | 0.0% | +7.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.5M | $60.8M | 0.0% | +27.0% |
| HighTower Advisors, LLC | Diversified mechanical | 2.4M | $60.3M | 0.1% | +0.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.9M | $47.2M | 0.1% | +12.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.9M | $46.8M | 0.1% | -6.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.6M | $40.5M | 0.0% | +3.5% |
| Csenge Advisory Group | Wealth advisor | 1.5M | $36.9M | 1.7% | +2.2% |
| Trilogy Capital Inc. | Wealth advisor | 1.5M | $36.7M | 1.6% | +8.2% |
| Cetera Investment Advisers | Wealth advisor | 1.4M | $35.6M | 0.0% | +6.6% |
| Aptus Capital Advisors, LLC | Wealth advisor | 1.4M | $34.3M | 0.3% | +6.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.1M | $27.7M | 0.0% | -10.1% |
| Arkadios Wealth Advisors | Wealth advisor | 1.1M | $26.3M | 0.4% | +3132.6% |
| Wagner Wealth Management, LLC | Wealth advisor | 1.0M | $25.6M | 5.2% | -7.3% |
| Focus Partners Wealth | Wealth advisor | 1.0M | $24.8M | 0.0% | +4.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 997.5K | $24.7M | 0.1% | +21.3% |
| Integrated Wealth Concepts LLC | Wealth advisor | 898.6K | $22.3M | 0.2% | +229.1% |
| IFP Advisors, Inc | Wealth advisor | 892.6K | $22.1M | 0.5% | +3.8% |
| Bensler, LLC | Other | 845.4K | $20.9M | 2.2% | +18.1% |
| Cyndeo Wealth Partners, LLC | Other | 839.9K | $20.8M | 1.1% | +8.6% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 813.6K | $20.2M | 1.5% | +7.7% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 803.0K | $19.9M | 0.2% | +12.3% |
| EdgeRock Capital LLC | Wealth advisor | 790.5K | $19.6M | 5.3% | +15.9% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 785.2K | $19.4M | 0.2% | +14.1% |
| TruWealth Advisors, LLC | Wealth advisor | 774.5K | $19.2M | 0.9% | -2.7% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 770.4K | $19.1M | 0.6% | +1.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 767.2K | $19.0M | 0.1% | -8.3% |
| Commonwealth Financial Services, LLC | Wealth advisor | 765.6K | $19.0M | 3.0% | +7.9% |
| Walkner Condon Financial Advisors LLC | Wealth advisor | 740.0K | $18.3M | 2.4% | +10.7% |
| Gateway Wealth Partners, LLC | Wealth advisor | 690.1K | $17.1M | 0.7% | +121.8% |
| Visionary Wealth Advisors | Wealth advisor | 661.4K | $16.4M | 0.7% | -2.1% |
| EARNED WEALTH ADVISORS, LLC | Wealth advisor | 637.2K | $15.8M | 1.1% | +11.3% |
| Geneos Wealth Management Inc. | Wealth advisor | 635.8K | $15.7M | 0.4% | +44.3% |
| Spartan Wealth Advisory Services LLC | Other | 626.7K | $15.5M | 1.4% | — |
| Arch Global Advisors, LLC | Wealth advisor | 625.0K | $15.5M | 8.1% | — |
| JPMORGAN CHASE & CO | Bank broker | 606.1K | $14.9M | 0.0% | -45.7% |
| Navalign, LLC | Wealth advisor | 598.7K | $14.8M | 3.7% | +3.2% |
| Equitable Holdings, Inc. | Wealth advisor | 577.8K | $14.5M | 0.1% | +17.8% |
| Smartleaf Asset Management LLC | Wealth advisor | 581.0K | $14.3M | 0.5% | +21.1% |
| First Heartland Consultants, Inc. | Wealth advisor | 571.1K | $14.1M | 1.1% | -12.5% |
| Collaborative Wealth Managment Inc. | Wealth advisor | 567.9K | $14.1M | 6.5% | +150.3% |
| Etesian Wealth Advisors, Inc. | Wealth advisor | 567.1K | $14.0M | 4.5% | +0.6% |
| Private Advisor Group, LLC | Wealth advisor | 526.3K | $13.0M | 0.1% | +0.8% |
| Chicago Partners Investment Group LLC | Wealth advisor | 510.5K | $12.7M | 0.3% | +4.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.