Clear Creek Financial Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$301K Sell
12,159
-196
-2% -$4.92K 0.02% 500
2025
Q4
$311K Sell
12,355
-29,549
-71% -$745K 0.03% 484
2025
Q3
$1.06M Buy
41,904
+785
+2% +$19.6K 0.09% 227
2025
Q2
$1.02M Sell
41,119
-2,769
-6% -$68.3K 0.1% 215
2025
Q1
$1.09M Sell
43,888
-7,566
-15% -$187K 0.11% 179
2024
Q4
$1.27M Sell
51,454
-1,203
-2% -$29.8K 0.14% 148
2024
Q3
$1.32M Sell
52,657
-486
-0.9% -$12.1K 0.15% 133
2024
Q2
$1.3M Buy
53,143
+1,230
+2% +$30K 0.16% 122
2024
Q1
$1.28M Buy
51,913
+4,649
+10% +$114K 0.16% 119
2023
Q4
$1.17M Buy
47,264
+14,581
+45% +$351K 0.19% 100
2023
Q3
$781K Buy
32,683
+3,101
+10% +$75K 0.14% 119
2023
Q2
$715K Buy
+29,582
New +$720K 0.12% 139
2023
Q1
Sell
-88,590
Closed -$2.14M 329
2022
Q4
$2.14M Sell
88,590
-12,742
-13% -$306K 0.47% 52
2022
Q3
$2.41M Sell
101,332
-894
-0.9% -$22K 0.53% 42
2022
Q2
$2.5M Buy
+102,226
New +$2.55M 0.52% 42

Other funds holding UCON

Clear Creek Financial Management's UCON Position: Q1 2026 in Review

Clear Creek Financial Management reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 1.6% in Q1 2026, selling an estimated $4.92K and leaving 12,159 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #500.

Clear Creek Financial Management first reported a position in UCON in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.5M in Q2 2022. 275 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • Clear Creek Financial Management held 12,159 shares of First Trust Smith Unconstrained Bond ETF worth $301K as of Q1 2026.
  • Clear Creek Financial Management sold 196 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $4.92K.
  • First Trust Smith Unconstrained Bond ETF made up 0.02% of Clear Creek Financial Management's portfolio in Q1 2026, its #500 holding.
  • Clear Creek Financial Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2022 and has held it in 15 quarters since.
  • Clear Creek Financial Management's First Trust Smith Unconstrained Bond ETF position peaked at $2.5M in Q2 2022.
  • 275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.