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DHJJ Financial Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

DHJJ Financial 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
Q1 		$145K Hold
5,842
– – 0.05% 241
2025
Q4 		$147K Hold
5,842
– – 0.05% 229
2025
Q3 		$147K Sell
5,842
-3,090
-35% -$77.2K 0.05% 212
2025
Q2 		$222K Sell
8,932
-1,460
-14% -$36K 0.08% 161
2025
Q1 		$257K Hold
10,392
– – 0.1% 136
2024
Q4 		$256K Hold
10,392
– – 0.1% 141
2024
Q3 		$261K Hold
10,392
– – 0.1% 138
2024
Q2 		$254K Buy
10,392
+10,254
+7,430% +$250K 0.11% 133
2024
Q1 		$3.4K Sell
138
-1,470
-91% -$36.2K ﹤0.01% 521
2023
Q4 		$39.8K Buy
1,608
+1,508
+1,508% +$36.3K 0.02% 281
2023
Q3 		$2.39K Buy
+100
New +$2.42K ﹤0.01% 528

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

DHJJ Financial Advisors's UCON Position: Q1 2026 in Review

DHJJ Financial Advisors held its First Trust Smith Unconstrained Bond ETF (UCON) position steady in Q1 2026 at 5,842 shares worth $145K. The position accounts for 0.05% of the portfolio, ranked #241.

DHJJ Financial Advisors first reported a position in UCON in Q3 2023 and has held it in 11 quarters since. The position peaked at $261K in Q3 2024. 275 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • DHJJ Financial Advisors held 5,842 shares of First Trust Smith Unconstrained Bond ETF worth $145K as of Q1 2026.
  • DHJJ Financial Advisors left its First Trust Smith Unconstrained Bond ETF share count unchanged in Q1 2026.
  • First Trust Smith Unconstrained Bond ETF made up 0.05% of DHJJ Financial Advisors's portfolio in Q1 2026, its #241 holding.
  • DHJJ Financial Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $261K in Q3 2024.
  • 275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.