Beaumont Financial Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Beaumont Financial 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	$2.85M	Buy	114,627 +4,208	+4%	+$105K	0.18%	87
2026 Q1	$2.74M	Sell	110,419 -165,374	-60%	-$4.15M	0.19%	83
2025 Q4	$6.94M	Sell	275,793 -4,916	-2%	-$124K	0.46%	46
2025 Q3	$7.07M	Sell	280,709 -9,603	-3%	-$240K	0.47%	45
2025 Q2	$7.23M	Sell	290,312 -14,230	-5%	-$351K	0.52%	43
2025 Q1	$7.54M	Buy	304,542 +4,373	+1%	+$108K	0.59%	44
2024 Q4	$7.4M	Buy	300,169 +16,410	+6%	+$407K	0.56%	42
2024 Q3	$7.13M	Buy	283,759 +184	+0.1%	+$4.58K	0.56%	42
2024 Q2	$6.93M	Buy	283,575 +25,419	+10%	+$620K	0.55%	43
2024 Q1	$6.35M	Sell	258,156 -4,189	-2%	-$103K	0.52%	43
2023 Q4	$6.49M	Sell	262,345 -17,615	-6%	-$424K	0.59%	44
2023 Q3	$6.69M	Buy	+279,960	New	+$6.77M	0.67%	40

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 $103B AUM 28.65% 1-Year Est. Return

Beaumont Financial Advisors's UCON Position: Q2 2026 in Review

Beaumont Financial Advisors increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 3.8% in Q2 2026, buying an estimated $105K and bringing the position to 114,627 shares worth $2.85M. The position accounts for 0.18% of the portfolio, ranked #87.

Beaumont Financial Advisors first reported a position in UCON in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.54M in Q1 2025. 270 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

Beaumont Financial Advisors held 114,627 shares of First Trust Smith Unconstrained Bond ETF worth $2.85M as of Q2 2026.
Beaumont Financial Advisors bought 4,208 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $105K.
First Trust Smith Unconstrained Bond ETF made up 0.18% of Beaumont Financial Advisors's portfolio in Q2 2026, its #87 holding.
Beaumont Financial Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q3 2023 and has held it in 12 quarters since.
Beaumont Financial Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $7.54M in Q1 2025.
270 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.