AWM
UCON icon

Axxcess Wealth Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Axxcess Wealth Management’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 		$10.7M Buy
+428,367
New +$10.7M 0.17% 122
2026
Q1 		– Sell
-352,225
Closed -$8.87M – 959
2025
Q4 		$8.87M Buy
+352,225
New +$8.88M 0.15% 133
2022
Q1 		– Sell
-12,456
Closed -$328K – 707
2021
Q4 		$328K Buy
+12,456
New +$329K 0.02% 451

Other funds holding UCON

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Axxcess Wealth Management's UCON Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2026: 428,367 shares worth $10.7M. The stake represents 0.17% of the portfolio and ranks #122 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in UCON as recently as Q4 2025.

Axxcess Wealth Management first reported a position in UCON in Q4 2021 and has held it in 3 quarters since. 166 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Axxcess Wealth Management held 428,367 shares of First Trust Smith Unconstrained Bond ETF worth $10.7M as of Q2 2026.
  • First Trust Smith Unconstrained Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
  • First Trust Smith Unconstrained Bond ETF made up 0.17% of Axxcess Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Axxcess Wealth Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • 166 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

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