Chris Bulman’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Chris Bulman’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	$832K	Buy	33,420 +3,857	+13%	+$96K	0.3%	57
2026 Q1	$732K	Sell	29,563 -476	-2%	-$11.9K	0.32%	58
2025 Q4	$756K	Buy	30,039 +6,103	+25%	+$154K	0.33%	59
2025 Q3	$603K	Buy	23,936 +5,806	+32%	+$145K	0.3%	61
2025 Q2	$451K	Buy	18,130 +493	+3%	+$12.2K	0.26%	68
2025 Q1	$437K	Buy	17,637 +4,759	+37%	+$118K	0.28%	70
2024 Q4	$317K	Buy	12,878 +4,712	+58%	+$117K	0.2%	79
2024 Q3	$205K	Buy	+8,166	New	+$203K	0.14%	112

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

Chris Bulman's UCON Position: Q2 2026 in Review

Chris Bulman increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 13% in Q2 2026, buying an estimated $96K and bringing the position to 33,420 shares worth $832K. The position accounts for 0.3% of the portfolio, ranked #57.

Chris Bulman first reported a position in UCON in Q3 2024 and has held it in 8 quarters since. 270 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

Chris Bulman held 33,420 shares of First Trust Smith Unconstrained Bond ETF worth $832K as of Q2 2026.
Chris Bulman bought 3,857 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $96K.
First Trust Smith Unconstrained Bond ETF made up 0.3% of Chris Bulman's portfolio in Q2 2026, its #57 holding.
Chris Bulman first reported a position in First Trust Smith Unconstrained Bond ETF in Q3 2024 and has held it in 8 quarters since.
270 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.