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Avantax Planning Partners’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Avantax Planning Partners’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 		$1.92M Sell
77,200
-396
-0.5% -$9.86K 0.05% 146
2026
Q1 		$1.92M Hold
77,596
– – 0.05% 137
2025
Q4 		$1.95M Sell
77,596
-232
-0.3% -$5.85K 0.05% 132
2025
Q3 		$1.96M Sell
77,828
-1,676
-2% -$41.9K 0.06% 133
2025
Q2 		$1.98M Buy
79,504
+23
+0% +$568 0.06% 133
2025
Q1 		$1.97M Sell
79,481
-16,385
-17% -$405K 0.07% 127
2024
Q4 		$2.36M Sell
95,866
-6,210
-6% -$154K 0.09% 116
2024
Q3 		$2.57M Sell
102,076
-288,259
-74% -$7.18M 0.09% 115
2024
Q2 		$9.54M Sell
390,335
-216,337
-36% -$5.28M 0.31% 60
2024
Q1 		$14.9M Buy
+606,672
New +$14.9M 0.48% 33

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

Avantax Planning Partners's UCON Position: Q2 2026 in Review

Avantax Planning Partners reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 0.51% in Q2 2026, selling an estimated $9.86K and leaving 77,200 shares worth $1.92M. The position accounts for 0.05% of the portfolio, ranked #146.

Avantax Planning Partners first reported a position in UCON in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.9M in Q1 2024. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Avantax Planning Partners held 77,200 shares of First Trust Smith Unconstrained Bond ETF worth $1.92M as of Q2 2026.
  • Avantax Planning Partners sold 396 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $9.86K.
  • First Trust Smith Unconstrained Bond ETF made up 0.05% of Avantax Planning Partners's portfolio in Q2 2026, its #146 holding.
  • Avantax Planning Partners first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Avantax Planning Partners's First Trust Smith Unconstrained Bond ETF position peaked at $14.9M in Q1 2024.
  • 273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.