Decker Retirement Planning
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Decker Retirement Planning’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Decker Retirement Planning’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
Q3 		– Sell
-804
Closed -$20K – 478
2026
Q2 		$20K Buy
+804
New +$20K 0.01% 169

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Decker Retirement Planning's UCON Position: Q3 2026 in Review

Decker Retirement Planning sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q3 2026, closing a stake of 804 shares — an estimated $20K sold.

Decker Retirement Planning first reported a position in UCON in Q2 2026 and held it in 1 quarter. The position peaked at $20K in Q2 2026. 168 funds tracked by Wall St. Rank hold UCON as of Q3 2026.

  • Decker Retirement Planning reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Decker Retirement Planning sold 804 First Trust Smith Unconstrained Bond ETF shares in Q3 2026, an estimated $20K.
  • Decker Retirement Planning first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2026 and held it in 1 quarter.
  • Decker Retirement Planning's First Trust Smith Unconstrained Bond ETF position peaked at $20K in Q2 2026.
  • 168 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.