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 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

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

Farther Finance Advisors's UCON Position: Q2 2026 in Review

Farther Finance Advisors reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 22% in Q2 2026, selling an estimated $291K and leaving 41,503 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1085.

Farther Finance Advisors first reported a position in UCON in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.22M in Q4 2024. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

Farther Finance Advisors held 41,503 shares of First Trust Smith Unconstrained Bond ETF worth $1.03M as of Q2 2026.
Farther Finance Advisors sold 11,673 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $291K.
First Trust Smith Unconstrained Bond ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1085 holding.
Farther Finance Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2024 and has held it in 9 quarters since.
Farther Finance Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $3.22M in Q4 2024.
273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.