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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
Q2 		$20K Buy
+804
New +$20K 0.01% 169

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
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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Decker Retirement Planning's UCON Position: Q2 2026 in Review

Decker Retirement Planning opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2026: 804 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #169 among its holdings.

117 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Decker Retirement Planning held 804 shares of First Trust Smith Unconstrained Bond ETF worth $20K as of Q2 2026.
  • First Trust Smith Unconstrained Bond ETF was a new Decker Retirement Planning position in Q2 2026.
  • First Trust Smith Unconstrained Bond ETF made up 0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #169 holding.
  • 117 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.