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 		$26.9M Buy
1,081,262
+83,789
+8% +$2.09M 0.06% 327
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

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 $104B AUM 28.3% 1-Year Est. Return

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

Cambridge Investment Research Advisors increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 8.4% in Q2 2026, buying an estimated $2.09M and bringing the position to 1,081,262 shares worth $26.9M. The position accounts for 0.06% of the portfolio, ranked #327.

Cambridge Investment Research Advisors first reported a position in UCON in Q3 2018 and has held it in 32 quarters since. The position peaked at $31.2M in Q2 2025. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Cambridge Investment Research Advisors held 1,081,262 shares of First Trust Smith Unconstrained Bond ETF worth $26.9M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 83,789 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $2.09M.
  • First Trust Smith Unconstrained Bond ETF made up 0.06% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #327 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q3 2018 and has held it in 32 quarters since.
  • Cambridge Investment Research Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $31.2M in Q2 2025.
  • 273 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.