HBW Advisory Services’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

HBW Advisory Services's UCON Position: Q2 2026 in Review

HBW Advisory Services increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 5.4% in Q2 2026, buying an estimated $552K and bringing the position to 432,069 shares worth $10.7M. The position accounts for 0.97% of the portfolio, ranked #23.

HBW Advisory Services first reported a position in UCON in Q3 2020 and has held it in 18 quarters since. The position peaked at $12.4M in Q2 2025. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

• HBW Advisory Services held 432,069 shares of First Trust Smith Unconstrained Bond ETF worth $10.7M as of Q2 2026.
• HBW Advisory Services bought 22,181 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $552K.
• First Trust Smith Unconstrained Bond ETF made up 0.97% of HBW Advisory Services's portfolio in Q2 2026, its #23 holding.
• HBW Advisory Services first reported a position in First Trust Smith Unconstrained Bond ETF in Q3 2020 and has held it in 18 quarters since.
• HBW Advisory Services's First Trust Smith Unconstrained Bond ETF position peaked at $12.4M in Q2 2025.
• 273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.