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

Good Life 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
2025 Q2	$9.08M	Buy	364,676 +35,372	+11%	+$873K	0.57%	37
2025 Q1	$8.15M	Buy	329,304 +70,300	+27%	+$1.74M	0.57%	35
2024 Q4	$6.38M	Buy	259,004 +243,204	+1,539%	+$6.03M	0.46%	42
2024 Q3	$397K	Buy	15,800 +4,370	+38%	+$109K	0.02%	398
2024 Q2	$279K	Buy	11,430 +503	+5%	+$12.3K	0.02%	376
2024 Q1	$269K	Buy	10,927 +2,750	+34%	+$67.7K	0.02%	368
2023 Q4	$202K	Buy	+8,177	New	+$197K	0.02%	409

Other funds holding UCON

LPL Financial San Diego, California $445B AUM 25.58% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Good Life Advisors's UCON Position: Q2 2025 in Review

Good Life Advisors increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 11% in Q2 2025, buying an estimated $873K and bringing the position to 364,676 shares worth $9.08M. The position accounts for 0.57% of the portfolio, ranked #37.

Good Life Advisors first reported a position in UCON in Q4 2023 and has held it in 7 quarters since. 275 funds tracked by Wall St. Rank hold UCON as of Q2 2025.

Good Life Advisors held 364,676 shares of First Trust Smith Unconstrained Bond ETF worth $9.08M as of Q2 2025.
Good Life Advisors bought 35,372 First Trust Smith Unconstrained Bond ETF shares in Q2 2025, an estimated $873K.
First Trust Smith Unconstrained Bond ETF made up 0.57% of Good Life Advisors's portfolio in Q2 2025, its #37 holding.
Good Life Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2023 and has held it in 7 quarters since.
275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.