FFA
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Farther Finance Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Farther Finance 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
Q3 		$3.75M Buy
157,864
+116,361
+280% +$2.86M 0.03% 524
2026
Q2 		$1.03M Sell
41,503
-11,673
-22% -$291K 0.01% 1085
2026
Q1 		$1.32M Sell
53,176
-59,753
-53% -$1.5M 0.01% 831
2025
Q4 		$2.84M Buy
112,929
+8,423
+8% +$212K 0.03% 465
2025
Q3 		$2.63M Sell
104,506
-7,054
-6% -$176K 0.04% 359
2025
Q2 		$2.78M Sell
111,560
-10,333
-8% -$255K 0.06% 281
2025
Q1 		$3.02M Sell
121,893
-8,666
-7% -$214K 0.08% 231
2024
Q4 		$3.22M Buy
130,559
+91,510
+234% +$2.27M 0.12% 150
2024
Q3 		$981K Buy
39,049
+14,675
+60% +$366K 0.04% 355
2024
Q2 		$594K Buy
+24,374
New +$595K 0.03% 429

Other funds holding UCON

DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
ACM
Appalachian Capital Management St Clairsville, Ohio $139M AUM 11.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Farther Finance Advisors's UCON Position: Q3 2026 in Review

Farther Finance Advisors increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 280% in Q3 2026, buying an estimated $2.86M and bringing the position to 157,864 shares worth $3.75M. The position accounts for 0.03% of the portfolio, ranked #524.

Farther Finance Advisors first reported a position in UCON in Q2 2024 and has held it in 10 quarters since. 28 funds tracked by Wall St. Rank hold UCON as of Q3 2026.

  • Farther Finance Advisors held 157,864 shares of First Trust Smith Unconstrained Bond ETF worth $3.75M as of Q3 2026.
  • Farther Finance Advisors bought 116,361 First Trust Smith Unconstrained Bond ETF shares in Q3 2026, an estimated $2.86M.
  • First Trust Smith Unconstrained Bond ETF made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #524 holding.
  • Farther Finance Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2024 and has held it in 10 quarters since.
  • 28 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.