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GK Wealth Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

GK Wealth Management’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 		$208K Buy
+8,343
New +$208K 0.11% 217
2026
Q1 		– Sell
-10,867
Closed -$274K – 201
2025
Q4 		$274K Sell
10,867
-636
-6% -$16K 0.18% 135
2025
Q3 		$290K Sell
11,503
-1,695
-13% -$42.3K 0.21% 112
2025
Q2 		$328K Sell
13,198
-2,172
-14% -$53.6K 0.3% 90
2025
Q1 		$380K Sell
15,370
-116
-0.7% -$2.87K 0.43% 62
2024
Q4 		$382K Buy
+15,486
New +$384K 0.48% 56

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 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

GK Wealth Management's UCON Position: Q2 2026 in Review

GK Wealth Management opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2026: 8,343 shares worth $208K. The stake represents 0.11% of the portfolio and ranks #217 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in UCON as recently as Q4 2025.

GK Wealth Management first reported a position in UCON in Q4 2024 and has held it in 6 quarters since. The position peaked at $382K in Q4 2024. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • GK Wealth Management held 8,343 shares of First Trust Smith Unconstrained Bond ETF worth $208K as of Q2 2026.
  • First Trust Smith Unconstrained Bond ETF was a new GK Wealth Management position in Q2 2026.
  • First Trust Smith Unconstrained Bond ETF made up 0.11% of GK Wealth Management's portfolio in Q2 2026, its #217 holding.
  • GK Wealth Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • GK Wealth Management's First Trust Smith Unconstrained Bond ETF position peaked at $382K in Q4 2024.
  • 273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.