Ameritas Advisory Services’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Ameritas Advisory Services’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	$7.4M	Buy	297,348 +242,431	+441%	+$6.04M	0.15%	136
2026 Q1	$1.36M	Sell	54,917 -5,417	-9%	-$136K	0.05%	301
2025 Q4	$1.52M	Buy	60,334 +42,786	+244%	+$1.08M	0.06%	279
2025 Q3	$442K	Sell	17,548 -148,627	-89%	-$3.71M	0.03%	427
2025 Q2	$4.14M	Sell	166,175 -159,859	-49%	-$3.95M	0.22%	101
2025 Q1	$8.07M	Buy	326,034 +11,087	+4%	+$274K	0.33%	59
2024 Q4	$7.76M	Sell	314,947 -15,686	-5%	-$389K	0.27%	74
2024 Q3	$8.31M	Sell	330,633 -12,874	-4%	-$321K	0.36%	56
2024 Q2	$8.4M	Buy	343,507 +51,681	+18%	+$1.26M	0.32%	63
2024 Q1	$7.17M	Buy	291,826 +129,175	+79%	+$3.18M	0.3%	71
2023 Q4	$4.02M	Sell	162,651 -41,705	-20%	-$1M	0.22%	96
2023 Q3	$4.88M	Buy	204,356 +188,049	+1,153%	+$4.55M	0.24%	87
2023 Q2	$391K	Sell	16,307 -127,930	-89%	-$3.11M	0.05%	349
2023 Q1	$3.52M	Buy	144,237 +104,401	+262%	+$2.54M	0.18%	111
2022 Q4	$960K	Sell	39,836 -6,193	-13%	-$149K	0.04%	357
2022 Q3	$1.1M	Buy	46,029 +4,760	+12%	+$117K	0.07%	263
2022 Q2	$1.01M	Sell	41,269 -120,430	-74%	-$3.01M	0.06%	290
2022 Q1	$4.13M	Sell	161,699 -16,676	-9%	-$432K	0.15%	105
2021 Q4	$4.7M	Buy	+178,375	New	+$4.71M	0.17%	97

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 $104B AUM 28.3% 1-Year Est. Return

Ameritas Advisory Services's UCON Position: Q2 2026 in Review

Ameritas Advisory Services increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 441% in Q2 2026, buying an estimated $6.04M and bringing the position to 297,348 shares worth $7.4M. The position accounts for 0.15% of the portfolio, ranked #136.

Ameritas Advisory Services first reported a position in UCON in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.4M in Q2 2024. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

Ameritas Advisory Services held 297,348 shares of First Trust Smith Unconstrained Bond ETF worth $7.4M as of Q2 2026.
Ameritas Advisory Services bought 242,431 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $6.04M.
First Trust Smith Unconstrained Bond ETF made up 0.15% of Ameritas Advisory Services's portfolio in Q2 2026, its #136 holding.
Ameritas Advisory Services first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's First Trust Smith Unconstrained Bond ETF position peaked at $8.4M in Q2 2024.
273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.