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 Q2	$140K	Sell	5,640 -202	-3%	-$5.03K	0.04%	269
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 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

DHJJ Financial Advisors's UCON Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 3.5% in Q2 2026, selling an estimated $5.03K and leaving 5,640 shares worth $140K. The position accounts for 0.04% of the portfolio, ranked #269.

DHJJ Financial Advisors first reported a position in UCON in Q3 2023 and has held it in 12 quarters since. The position peaked at $261K in Q3 2024. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

DHJJ Financial Advisors held 5,640 shares of First Trust Smith Unconstrained Bond ETF worth $140K as of Q2 2026.
DHJJ Financial Advisors sold 202 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $5.03K.
First Trust Smith Unconstrained Bond ETF made up 0.04% of DHJJ Financial Advisors's portfolio in Q2 2026, its #269 holding.
DHJJ Financial Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $261K in Q3 2024.
273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.