Diversify Advisory Services’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.22M Buy
+171,690
New +$4.28M 0.07% 242
2026
Q1
Sell
-48,080
Closed -$1.21M 812
2025
Q4
$1.21M Buy
+48,080
New +$1.21M 0.04% 348

Other funds holding UCON

Diversify Advisory Services's UCON Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2026: 171,690 shares worth $4.22M. The stake represents 0.07% of the portfolio and ranks #242 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in UCON as recently as Q4 2025.

Diversify Advisory Services first reported a position in UCON in Q4 2025 and has held it in 2 quarters since. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Diversify Advisory Services held 171,690 shares of First Trust Smith Unconstrained Bond ETF worth $4.22M as of Q2 2026.
  • First Trust Smith Unconstrained Bond ETF was a new Diversify Advisory Services position in Q2 2026.
  • First Trust Smith Unconstrained Bond ETF made up 0.07% of Diversify Advisory Services's portfolio in Q2 2026, its #242 holding.
  • Diversify Advisory Services first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.