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Blom & Howell Financial Planning’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Blom & Howell Financial Planning’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 		$226K Sell
9,077
-193
-2% -$4.81K 0.19% 60
2026
Q1 		$230K Sell
9,270
-2,805
-23% -$70.4K 0.23% 54
2025
Q4 		$304K Buy
+12,075
New +$305K 0.3% 47

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

Blom & Howell Financial Planning's UCON Position: Q2 2026 in Review

Blom & Howell Financial Planning reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 2.1% in Q2 2026, selling an estimated $4.81K and leaving 9,077 shares worth $226K. The position accounts for 0.19% of the portfolio, ranked #60.

Blom & Howell Financial Planning first reported a position in UCON in Q4 2025 and has held it in 3 quarters since. The position peaked at $304K in Q4 2025. 272 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Blom & Howell Financial Planning held 9,077 shares of First Trust Smith Unconstrained Bond ETF worth $226K as of Q2 2026.
  • Blom & Howell Financial Planning sold 193 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $4.81K.
  • First Trust Smith Unconstrained Bond ETF made up 0.19% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #60 holding.
  • Blom & Howell Financial Planning first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Blom & Howell Financial Planning's First Trust Smith Unconstrained Bond ETF position peaked at $304K in Q4 2025.
  • 272 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.