CIA
UCON icon

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

Concurrent Investment 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 		$482K Sell
19,370
-492
-2% -$12.3K ﹤0.01% 1428
2026
Q1 		$492K Sell
19,862
-9,936
-33% -$249K 0.01% 1222
2025
Q4 		$750K Sell
29,798
-608
-2% -$15.3K 0.01% 960
2025
Q3 		$766K Buy
30,406
+3,087
+11% +$77.1K 0.01% 746
2025
Q2 		$680K Buy
27,319
+8,490
+45% +$210K 0.01% 739
2025
Q1 		$466K Buy
18,829
+2,293
+14% +$56.7K 0.01% 768
2024
Q4 		$408K Sell
16,536
-449
-3% -$11.1K 0.01% 731
2024
Q3 		$427K Buy
16,985
+3,831
+29% +$95.4K 0.01% 672
2024
Q2 		$322K Buy
+13,154
New +$321K 0.01% 718

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
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
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

Concurrent Investment Advisors's UCON Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 2.5% in Q2 2026, selling an estimated $12.3K and leaving 19,370 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

Concurrent Investment Advisors first reported a position in UCON in Q2 2024 and has held it in 9 quarters since. The position peaked at $766K in Q3 2025. 128 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Concurrent Investment Advisors held 19,370 shares of First Trust Smith Unconstrained Bond ETF worth $482K as of Q2 2026.
  • Concurrent Investment Advisors sold 492 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $12.3K.
  • First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1428 holding.
  • Concurrent Investment Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Concurrent Investment Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $766K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

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