BFC Planning, Inc.’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

BFC Planning, Inc.’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	$139K	Buy	+5,577	New	+$139K	0.01%	1088
2025 Q4	–	Sell	-1,000	Closed	-$25.2K	–	3326
2025 Q3	$25.2K	Sell	1,000 -1,250	-56%	-$31.2K	﹤0.01%	1464
2025 Q2	$56K	Hold	2,250	–	–	﹤0.01%	1080
2025 Q1	$55.7K	Sell	2,250 -981	-30%	-$24.3K	﹤0.01%	1068
2024 Q4	$79.6K	Buy	+3,231	New	+$80.1K	0.01%	952

Other funds holding UCON

LPL Financial San Diego, California $468B AUM 17.69% 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 $6.75B AUM 16.25% 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 22.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

BFC Planning, Inc.'s UCON Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2026: 5,577 shares worth $139K. The stake represents 0.01% of the portfolio and ranks #1088 among its holdings. This is a return to the name: BFC Planning, Inc. previously reported a position in UCON as recently as Q3 2025.

BFC Planning, Inc. first reported a position in UCON in Q4 2024 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

BFC Planning, Inc. held 5,577 shares of First Trust Smith Unconstrained Bond ETF worth $139K as of Q2 2026.
First Trust Smith Unconstrained Bond ETF was a new BFC Planning, Inc. position in Q2 2026.
First Trust Smith Unconstrained Bond ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1088 holding.
BFC Planning, Inc. first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2024 and has held it in 5 quarters since.
274 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.