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

Cyndeo 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	$21.7M	Buy	872,866 +32,949	+4%	+$820K	1.02%	14
2026 Q1	$20.8M	Buy	839,917 +66,244	+9%	+$1.66M	1.09%	15
2025 Q4	$19.5M	Buy	773,673 +32,015	+4%	+$807K	1.05%	21
2025 Q3	$18.7M	Sell	741,658 -1,785	-0.2%	-$44.6K	1.04%	23
2025 Q2	$18.5M	Buy	743,443 +7,356	+1%	+$182K	1.1%	16
2025 Q1	$18.2M	Buy	736,087 +50,976	+7%	+$1.26M	1.2%	14
2024 Q4	$16.9M	Buy	685,111 +22,724	+3%	+$563K	1.14%	16
2024 Q3	$16.6M	Buy	662,387 +8,419	+1%	+$210K	1.16%	16
2024 Q2	$16M	Buy	653,968 +18,177	+3%	+$444K	1.25%	15
2024 Q1	$15.6M	Buy	635,791 +9,540	+2%	+$235K	1.3%	12
2023 Q4	$15.5M	Buy	626,251 +8,282	+1%	+$199K	1.43%	10
2023 Q3	$14.8M	Buy	617,969 +14,915	+2%	+$361K	1.54%	10
2023 Q2	$14.6M	Buy	603,054 +19,544	+3%	+$476K	1.52%	13
2023 Q1	$14.1M	Buy	583,510 +291,195	+100%	+$7.07M	1.52%	11
2022 Q4	$7.05M	Buy	+292,315	New	+$7.02M	0.83%	28

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

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

Cyndeo Wealth Partners increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 3.9% in Q2 2026, buying an estimated $820K and bringing the position to 872,866 shares worth $21.7M. The position accounts for 1.02% of the portfolio, ranked #14.

Cyndeo Wealth Partners first reported a position in UCON in Q4 2022 and has held it in 15 quarters since. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

Cyndeo Wealth Partners held 872,866 shares of First Trust Smith Unconstrained Bond ETF worth $21.7M as of Q2 2026.
Cyndeo Wealth Partners bought 32,949 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $820K.
First Trust Smith Unconstrained Bond ETF made up 1.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #14 holding.
Cyndeo Wealth Partners first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2022 and has held it in 15 quarters since.
273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.