Cambridge Investment Research Advisors
UCON icon

Cambridge Investment Research Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Cambridge Investment Research 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 		– Sell
-997,473
Closed -$24.7M – 4095
2026
Q1 		$24.7M Buy
997,473
+174,910
+21% +$4.39M 0.06% 311
2025
Q4 		$20.7M Buy
822,563
+46,238
+6% +$1.17M 0.05% 357
2025
Q3 		$19.6M Sell
776,325
-478,933
-38% -$12M 0.05% 347
2025
Q2 		$31.2M Buy
1,255,258
+214,671
+21% +$5.3M 0.1% 211
2025
Q1 		$25.8M Buy
1,040,587
+108,901
+12% +$2.69M 0.09% 229
2024
Q4 		$23M Sell
931,686
-123,262
-12% -$3.06M 0.08% 249
2024
Q3 		$26.5M Buy
1,054,948
+40,624
+4% +$1.01M 0.09% 216
2024
Q2 		$24.8M Buy
1,014,324
+395,069
+64% +$9.64M 0.09% 208
2024
Q1 		$15.2M Buy
619,255
+155,517
+34% +$3.83M 0.06% 325
2023
Q4 		$11.5M Buy
463,738
+19,994
+5% +$481K 0.05% 358
2023
Q3 		$10.6M Buy
443,744
+87,427
+25% +$2.12M 0.05% 366
2023
Q2 		$8.61M Sell
356,317
-132,891
-27% -$3.24M 0.04% 430
2023
Q1 		$11.8M Buy
489,208
+51,584
+12% +$1.25M 0.06% 327
2022
Q4 		$10.6M Sell
437,624
-159,720
-27% -$3.83M 0.05% 344
2022
Q3 		$14.2M Sell
597,344
-59,088
-9% -$1.45M 0.08% 243
2022
Q2 		$16.1M Buy
656,432
+297,015
+83% +$7.42M 0.09% 230
2022
Q1 		$9.18M Sell
359,417
-107,275
-23% -$2.78M 0.04% 401
2021
Q4 		$12.3M Buy
466,692
+15,498
+3% +$410K 0.06% 311
2021
Q3 		$12M Buy
451,194
+137,397
+44% +$3.66M 0.06% 312
2021
Q2 		$8.37M Buy
313,797
+241,239
+332% +$6.43M 0.04% 427
2021
Q1 		$1.93M Buy
72,558
+2,492
+4% +$66.5K 0.01% 1030
2020
Q4 		$1.87M Buy
70,066
+15,609
+29% +$413K 0.01% 953
2020
Q3 		$1.43M Buy
54,457
+16,525
+44% +$433K 0.01% 982
2020
Q2 		$975K Sell
37,932
-21,508
-36% -$540K 0.01% 1133
2020
Q1 		$1.44M Buy
59,440
+3,897
+7% +$99.1K 0.01% 802
2019
Q4 		$1.44M Buy
55,543
+14,271
+35% +$369K 0.01% 955
2019
Q3 		$1.06M Sell
41,272
-928,162
-96% -$23.9M 0.01% 1036
2019
Q2 		$25M Sell
969,434
-38,802
-4% -$990K 0.23% 96
2019
Q1 		$25.6M Buy
1,008,236
+974,560
+2,894% +$24.6M 0.24% 86
2018
Q4 		$838K Buy
33,676
+3,348
+11% +$83.9K 0.01% 1030
2018
Q3 		$764K Buy
+30,328
New +$764K 0.01% 1196

Other funds holding UCON

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
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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Cambridge Investment Research Advisors's UCON Position: Q2 2026 in Review

Cambridge Investment Research Advisors sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2026, closing a stake of 997,473 shares — an estimated $24.7M sold.

Cambridge Investment Research Advisors first reported a position in UCON in Q3 2018 and held it in 31 quarters. The position peaked at $31.2M in Q2 2025. 115 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Cambridge Investment Research Advisors reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 997,473 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $24.7M.
  • Cambridge Investment Research Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q3 2018 and held it in 31 quarters.
  • Cambridge Investment Research Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $31.2M in Q2 2025.
  • 115 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.