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Arch Global Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Arch Global 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 		$19.5M Buy
783,525
+158,551
+25% +$3.95M 8.63% 3
2026
Q1 		$15.5M Buy
+624,974
New +$15.7M 8.08% 3

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Arch Global Advisors's UCON Position: Q2 2026 in Review

Arch Global Advisors increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 25% in Q2 2026, buying an estimated $3.95M and bringing the position to 783,525 shares worth $19.5M. The position accounts for 8.63% of the portfolio, ranked #3.

Arch Global Advisors first reported a position in UCON in Q1 2026 and has held it in 2 quarters since. 270 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Arch Global Advisors held 783,525 shares of First Trust Smith Unconstrained Bond ETF worth $19.5M as of Q2 2026.
  • Arch Global Advisors bought 158,551 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $3.95M.
  • First Trust Smith Unconstrained Bond ETF made up 8.63% of Arch Global Advisors's portfolio in Q2 2026, its #3 holding.
  • Arch Global Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 270 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Arch Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.