Acorn Wealth Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Acorn Wealth Advisors’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	$2.92M	Buy	117,379 +11,218	+11%	+$279K	0.71%	38
2026 Q1	$2.63M	Buy	106,161 +20,884	+24%	+$524K	0.77%	34
2025 Q4	$2.15M	Buy	85,277 +28,434	+50%	+$717K	0.64%	40
2025 Q3	$1.43M	Buy	56,843 +12,681	+29%	+$317K	0.45%	52
2025 Q2	$1.1M	Buy	44,162 +9,181	+26%	+$227K	0.41%	58
2025 Q1	$866K	Buy	34,981 +2,889	+9%	+$71.5K	0.36%	61
2024 Q4	$791K	Buy	+32,092	New	+$796K	0.33%	66

Other funds holding UCON

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Acorn Wealth Advisors's UCON Position: Q2 2026 in Review

Acorn Wealth Advisors increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 11% in Q2 2026, buying an estimated $279K and bringing the position to 117,379 shares worth $2.92M. The position accounts for 0.71% of the portfolio, ranked #38.

Acorn Wealth Advisors first reported a position in UCON in Q4 2024 and has held it in 7 quarters since. 270 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

Acorn Wealth Advisors held 117,379 shares of First Trust Smith Unconstrained Bond ETF worth $2.92M as of Q2 2026.
Acorn Wealth Advisors bought 11,218 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $279K.
First Trust Smith Unconstrained Bond ETF made up 0.71% of Acorn Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Acorn Wealth Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2024 and has held it in 7 quarters since.
270 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.