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

Huntleigh 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	$463K	Buy	18,600 +182	+1%	+$4.53K	0.06%	200
2026 Q1	$456K	Buy	18,418 +359	+2%	+$9.01K	0.08%	184
2025 Q4	$455K	Buy	18,059 +439	+2%	+$11.1K	0.08%	174
2025 Q3	$444K	Buy	17,620 +1,688	+11%	+$42.2K	0.08%	183
2025 Q2	$397K	Buy	15,932 +2,296	+17%	+$56.7K	0.08%	178
2025 Q1	$337K	Sell	13,636 -971	-7%	-$24K	0.06%	181
2024 Q4	$360K	Buy	+14,607	New	+$362K	0.08%	168

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

Huntleigh Advisors's UCON Position: Q2 2026 in Review

Huntleigh Advisors increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 0.99% in Q2 2026, buying an estimated $4.53K and bringing the position to 18,600 shares worth $463K. The position accounts for 0.06% of the portfolio, ranked #200.

Huntleigh Advisors first reported a position in UCON in Q4 2024 and has held it in 7 quarters since. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

Huntleigh Advisors held 18,600 shares of First Trust Smith Unconstrained Bond ETF worth $463K as of Q2 2026.
Huntleigh Advisors bought 182 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $4.53K.
First Trust Smith Unconstrained Bond ETF made up 0.06% of Huntleigh Advisors's portfolio in Q2 2026, its #200 holding.
Huntleigh Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2024 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 Huntleigh Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.