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Greenwood Capital Associates’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Greenwood Capital Associates’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 		$963K Buy
38,702
+18,639
+93% +$464K 0.09% 164
2026
Q1 		$497K Buy
20,063
+5,177
+35% +$130K 0.05% 207
2025
Q4 		$375K Buy
14,886
+3,547
+31% +$89.4K 0.04% 223
2025
Q3 		$286K Buy
+11,339
New +$283K 0.03% 240

Other funds holding UCON

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Greenwood Capital Associates's UCON Position: Q2 2026 in Review

Greenwood Capital Associates increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 93% in Q2 2026, buying an estimated $464K and bringing the position to 38,702 shares worth $963K. The position accounts for 0.09% of the portfolio, ranked #164.

Greenwood Capital Associates first reported a position in UCON in Q3 2025 and has held it in 4 quarters since. 125 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Greenwood Capital Associates held 38,702 shares of First Trust Smith Unconstrained Bond ETF worth $963K as of Q2 2026.
  • Greenwood Capital Associates bought 18,639 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $464K.
  • First Trust Smith Unconstrained Bond ETF made up 0.09% of Greenwood Capital Associates's portfolio in Q2 2026, its #164 holding.
  • Greenwood Capital Associates first reported a position in First Trust Smith Unconstrained Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 125 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.