Abound Wealth Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Abound Wealth Management’s Portfolio UCON Stock Details UCON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.7K	Buy	+1,235	New	+$30.8K	0.01%	308

Other funds holding UCON

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Abound Wealth Management's UCON Position: Q2 2026 in Review

Abound Wealth Management opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2026: 1,235 shares worth $30.7K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings.

47 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

Abound Wealth Management held 1,235 shares of First Trust Smith Unconstrained Bond ETF worth $30.7K as of Q2 2026.
First Trust Smith Unconstrained Bond ETF was a new Abound Wealth Management position in Q2 2026.
First Trust Smith Unconstrained Bond ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #308 holding.
47 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.