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

Avantax Advisory Services's UCON Position: Q2 2025 in Review

Avantax Advisory Services increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 2.9% in Q2 2025, buying an estimated $169K and bringing the position to 239,994 shares worth $5.97M. The position accounts for 0.03% of the portfolio, ranked #399.

Avantax Advisory Services first reported a position in UCON in Q2 2022 and has held it in 11 quarters since. The position peaked at $6.85M in Q4 2024. 275 funds tracked by Wall St. Rank hold UCON as of Q2 2025.

• Avantax Advisory Services held 239,994 shares of First Trust Smith Unconstrained Bond ETF worth $5.97M as of Q2 2025.
• Avantax Advisory Services bought 6,854 First Trust Smith Unconstrained Bond ETF shares in Q2 2025, an estimated $169K.
• First Trust Smith Unconstrained Bond ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #399 holding.
• Avantax Advisory Services first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2022 and has held it in 11 quarters since.
• Avantax Advisory Services's First Trust Smith Unconstrained Bond ETF position peaked at $6.85M in Q4 2024.
• 275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.