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

Nearside 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	$10.9M	Buy	+460,071	New	+$11.3M	7.81%	2

Other funds holding UCON

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Arch Global Advisors New York $240M AUM

EdgeRock Capital Denver, Colorado $461M AUM 17.31% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Nearside Advisors's UCON Position: Q3 2026 in Review

Nearside Advisors opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q3 2026: 460,071 shares worth $10.9M. The stake represents 7.81% of the portfolio and ranks #2 among its holdings.

131 funds tracked by Wall St. Rank hold UCON as of Q3 2026.

Nearside Advisors held 460,071 shares of First Trust Smith Unconstrained Bond ETF worth $10.9M as of Q3 2026.
First Trust Smith Unconstrained Bond ETF was a new Nearside Advisors position in Q3 2026.
First Trust Smith Unconstrained Bond ETF made up 7.81% of Nearside Advisors's portfolio in Q3 2026, its #2 holding.
131 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2026.

Based on Nearside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.