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

HHM 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	$2.79K	Buy	+112	New	+$2.79K	﹤0.01%	790

Other funds holding UCON

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

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

HHM Wealth Advisors opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2026: 112 shares worth $2.79K. The stake represents ﹤0.01% of the portfolio and ranks #790 among its holdings.

92 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

HHM Wealth Advisors held 112 shares of First Trust Smith Unconstrained Bond ETF worth $2.79K as of Q2 2026.
First Trust Smith Unconstrained Bond ETF was a new HHM Wealth Advisors position in Q2 2026.
First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #790 holding.
92 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

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