Axis Wealth Partners’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Axis Wealth 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	$378K	Buy	15,187 +165	+1%	+$4.11K	0.18%	125
2026 Q1	$372K	Buy	15,022 +1,964	+15%	+$49.3K	0.2%	123
2025 Q4	$329K	Buy	13,058 +501	+4%	+$12.6K	0.18%	130
2025 Q3	$316K	Buy	12,557 +490	+4%	+$12.2K	0.19%	120
2025 Q2	$300K	Buy	12,067 +486	+4%	+$12K	0.2%	117
2025 Q1	$287K	Buy	11,581 +1,284	+12%	+$31.8K	0.21%	115
2024 Q4	$254K	Buy	+10,297	New	+$255K	0.21%	120

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

Axis Wealth Partners's UCON Position: Q2 2026 in Review

Axis Wealth Partners increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 1.1% in Q2 2026, buying an estimated $4.11K and bringing the position to 15,187 shares worth $378K. The position accounts for 0.18% of the portfolio, ranked #125.

Axis Wealth Partners first reported a position in UCON in Q4 2024 and has held it in 7 quarters since. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

Axis Wealth Partners held 15,187 shares of First Trust Smith Unconstrained Bond ETF worth $378K as of Q2 2026.
Axis Wealth Partners bought 165 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $4.11K.
First Trust Smith Unconstrained Bond ETF made up 0.18% of Axis Wealth Partners's portfolio in Q2 2026, its #125 holding.
Axis Wealth Partners first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2024 and has held it in 7 quarters since.
273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

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