Financial Engines Advisors
UCON icon

Financial Engines Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Financial Engines 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 		$319K Hold
12,813
– – ﹤0.01% 486
2026
Q1 		$317K Buy
12,813
+196
+2% +$4.92K ﹤0.01% 458
2025
Q4 		$318K Sell
12,617
-31,071
-71% -$784K ﹤0.01% 458
2025
Q3 		$1.1M Buy
43,688
+30,397
+229% +$759K ﹤0.01% 294
2025
Q2 		$331K Buy
13,291
+130
+1% +$3.21K ﹤0.01% 431
2025
Q1 		$326K Buy
13,161
+10
+0.1% +$247 ﹤0.01% 366
2024
Q4 		$324K Buy
13,151
+110
+0.8% +$2.73K ﹤0.01% 372
2024
Q3 		$328K Buy
13,041
+434
+3% +$10.8K ﹤0.01% 322
2024
Q2 		$308K Buy
12,607
+278
+2% +$6.79K ﹤0.01% 304
2024
Q1 		$303K Buy
12,329
+482
+4% +$11.9K ﹤0.01% 288
2023
Q4 		$293K Sell
11,847
-80
-0.7% -$1.93K ﹤0.01% 270
2023
Q3 		$285K Sell
11,927
-1,010
-8% -$24.4K ﹤0.01% 244
2023
Q2 		$313K Buy
12,937
+33
+0.3% +$803 ﹤0.01% 240
2023
Q1 		$312K Buy
12,904
+16
+0.1% +$389 ﹤0.01% 241
2022
Q4 		$311K Sell
12,888
-129
-1% -$3.1K ﹤0.01% 248
2022
Q3 		$310K Hold
13,017
– – ﹤0.01% 239
2022
Q2 		$318K Sell
13,017
-816
-6% -$20.4K ﹤0.01% 245
2022
Q1 		$353K Buy
+13,833
New +$358K ﹤0.01% 233

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
HI
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

Financial Engines Advisors's UCON Position: Q2 2026 in Review

Financial Engines Advisors held its First Trust Smith Unconstrained Bond ETF (UCON) position steady in Q2 2026 at 12,813 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Financial Engines Advisors first reported a position in UCON in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.1M in Q3 2025. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Financial Engines Advisors held 12,813 shares of First Trust Smith Unconstrained Bond ETF worth $319K as of Q2 2026.
  • Financial Engines Advisors left its First Trust Smith Unconstrained Bond ETF share count unchanged in Q2 2026.
  • First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #486 holding.
  • Financial Engines Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Financial Engines Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $1.1M in Q3 2025.
  • 273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.