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

HCR Wealth 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 Q2	$2.48M	Buy	99,819 +15,264	+18%	+$380K	0.22%	69
2026 Q1	$2.09M	Buy	84,555 +18,717	+28%	+$470K	0.22%	71
2025 Q4	$1.66M	Buy	65,838 +11,620	+21%	+$293K	0.16%	83
2025 Q3	$1.37M	Buy	54,218 +24,400	+82%	+$610K	0.14%	89
2025 Q2	$742K	Buy	29,818 +17,765	+147%	+$438K	0.09%	116
2025 Q1	$298K	Buy	+12,053	New	+$298K	0.04%	180
2024 Q1	–	Sell	-19,616	Closed	-$485K	–	231
2023 Q4	$485K	Buy	+19,616	New	+$472K	0.08%	122

Other funds holding UCON

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return