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Foundations Investment Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Foundations Investment 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 		$204K Buy
+8,185
New +$204K ﹤0.01% 1141
2026
Q1 		– Sell
-8,940
Closed -$225K – 1251
2025
Q4 		$225K Buy
+8,940
New +$225K ﹤0.01% 1012

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

Foundations Investment Advisors's UCON Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2026: 8,185 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1141 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in UCON as recently as Q4 2025.

Foundations Investment Advisors first reported a position in UCON in Q4 2025 and has held it in 2 quarters since. The position peaked at $225K in Q4 2025. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Foundations Investment Advisors held 8,185 shares of First Trust Smith Unconstrained Bond ETF worth $204K as of Q2 2026.
  • First Trust Smith Unconstrained Bond ETF was a new Foundations Investment Advisors position in Q2 2026.
  • First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1141 holding.
  • Foundations Investment Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Foundations Investment Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $225K in Q4 2025.
  • 273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

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