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

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

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

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

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. 29 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.
29 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.