CWP
UCON icon

Core Wealth Partners’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Core Wealth Partners’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 		$2.6M Buy
104,345
+94,625
+974% +$2.36M 1.11% 23
2026
Q1 		$241K Buy
+9,720
New +$244K 0.11% 148

Other funds holding UCON

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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
EWA
Etesian Wealth Advisors West Linn, Oregon $338M AUM 15.5% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Core Wealth Partners's UCON Position: Q2 2026 in Review

Core Wealth Partners increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 974% in Q2 2026, buying an estimated $2.36M and bringing the position to 104,345 shares worth $2.6M. The position accounts for 1.11% of the portfolio, ranked #23.

Core Wealth Partners first reported a position in UCON in Q1 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Core Wealth Partners held 104,345 shares of First Trust Smith Unconstrained Bond ETF worth $2.6M as of Q2 2026.
  • Core Wealth Partners bought 94,625 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $2.36M.
  • First Trust Smith Unconstrained Bond ETF made up 1.11% of Core Wealth Partners's portfolio in Q2 2026, its #23 holding.
  • Core Wealth Partners first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.