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Boyce & Associates Wealth Consulting’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Boyce & Associates Wealth Consulting’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 		$8.89M Buy
357,500
+2,256
+0.6% +$56.2K 6.17% 3
2026
Q1 		$8.8M Sell
355,244
-5,872
-2% -$147K 6.66% 3
2025
Q4 		$9.09M Sell
361,116
-3,937
-1% -$99.3K 7.62% 3
2025
Q3 		$9.2M Sell
365,053
-60,076
-14% -$1.5M 7.52% 3
2025
Q2 		$10.6M Sell
425,129
-12,116
-3% -$299K 9.66% 3
2025
Q1 		$10.8M Buy
437,245
+18,275
+4% +$452K 10.82% 3
2024
Q4 		$10.3M Buy
418,970
+36,355
+10% +$901K 10.45% 3
2024
Q3 		$9.62M Buy
382,615
+47,017
+14% +$1.17M 9.99% 3
2024
Q2 		$8.21M Buy
335,598
+122,882
+58% +$3M 9.64% 3
2024
Q1 		$5.23M Buy
212,716
+63,230
+42% +$1.56M 6.76% 4
2023
Q4 		$3.7M Buy
149,486
+5,512
+4% +$133K 5.38% 7
2023
Q3 		$3.44M Buy
143,974
+5,913
+4% +$143K 5.73% 7
2023
Q2 		$3.34M Buy
138,061
+41,293
+43% +$1.01M 5.57% 7
2023
Q1 		$2.35M Sell
96,768
-16,548
-15% -$402K 4.22% 7
2022
Q4 		$2.73M Buy
113,316
+8,908
+9% +$214K 5.22% 5
2022
Q3 		$2.49M Buy
104,408
+5,811
+6% +$143K 5.12% 7
2022
Q2 		$2.42M Buy
98,597
+62,164
+171% +$1.55M 4.39% 8
2022
Q1 		$930K Buy
+36,433
New +$944K 1.39% 19

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

Boyce & Associates Wealth Consulting's UCON Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 0.64% in Q2 2026, buying an estimated $56.2K and bringing the position to 357,500 shares worth $8.89M. The position accounts for 6.17% of the portfolio, ranked #3.

Boyce & Associates Wealth Consulting first reported a position in UCON in Q1 2022 and has held it in 18 quarters since. The position peaked at $10.8M in Q1 2025. 162 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Boyce & Associates Wealth Consulting held 357,500 shares of First Trust Smith Unconstrained Bond ETF worth $8.89M as of Q2 2026.
  • Boyce & Associates Wealth Consulting bought 2,256 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $56.2K.
  • First Trust Smith Unconstrained Bond ETF made up 6.17% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #3 holding.
  • Boyce & Associates Wealth Consulting first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Boyce & Associates Wealth Consulting's First Trust Smith Unconstrained Bond ETF position peaked at $10.8M in Q1 2025.
  • 162 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.