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

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

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

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

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

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

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

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

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

HCR Wealth Advisors's UCON Position: Q2 2026 in Review

HCR Wealth Advisors increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 18% in Q2 2026, buying an estimated $380K and bringing the position to 99,819 shares worth $2.48M. The position accounts for 0.22% of the portfolio, ranked #69.

HCR Wealth Advisors first reported a position in UCON in Q4 2023 and has held it in 7 quarters since. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

HCR Wealth Advisors held 99,819 shares of First Trust Smith Unconstrained Bond ETF worth $2.48M as of Q2 2026.
HCR Wealth Advisors bought 15,264 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $380K.
First Trust Smith Unconstrained Bond ETF made up 0.22% of HCR Wealth Advisors's portfolio in Q2 2026, its #69 holding.
HCR Wealth Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2023 and has held it in 7 quarters since.
273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.