Diversify Wealth Management
UCON icon

Diversify Wealth Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Diversify Wealth Management’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 		$4.22M Buy
171,690
+119,762
+231% +$2.98M 0.07% 242
2026
Q1 		$1.29M Buy
+51,928
New +$1.3M 0.02% 515

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Diversify Wealth Management's UCON Position: Q2 2026 in Review

Diversify Wealth Management increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 231% in Q2 2026, buying an estimated $2.98M and bringing the position to 171,690 shares worth $4.22M. The position accounts for 0.07% of the portfolio, ranked #242.

Diversify Wealth Management first reported a position in UCON in Q1 2026 and has held it in 2 quarters since. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Diversify Wealth Management held 171,690 shares of First Trust Smith Unconstrained Bond ETF worth $4.22M as of Q2 2026.
  • Diversify Wealth Management bought 119,762 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $2.98M.
  • First Trust Smith Unconstrained Bond ETF made up 0.07% of Diversify Wealth Management's portfolio in Q2 2026, its #242 holding.
  • Diversify Wealth Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2026 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 Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.