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

IFG Advisory’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	$47.5K	Buy	1,908 +1,308	+218%	+$32.6K	﹤0.01%	1349
2026 Q1	$14.9K	Buy	+600	New	+$15.1K	0.04%	227
2023 Q2	–	Sell	-8,301	Closed	-$201K	–	486
2023 Q1	$201K	Sell	8,301 -1,176	-12%	-$28.6K	0.02%	490
2022 Q4	$228K	Buy	+9,477	New	+$227K	0.02%	442

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

IFG Advisory's UCON Position: Q2 2026 in Review

IFG Advisory increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 218% in Q2 2026, buying an estimated $32.6K and bringing the position to 1,908 shares worth $47.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

IFG Advisory first reported a position in UCON in Q4 2022 and has held it in 4 quarters since. The position peaked at $228K in Q4 2022. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

IFG Advisory held 1,908 shares of First Trust Smith Unconstrained Bond ETF worth $47.5K as of Q2 2026.
IFG Advisory bought 1,308 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $32.6K.
First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1349 holding.
IFG Advisory first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2022 and has held it in 4 quarters since.
IFG Advisory's First Trust Smith Unconstrained Bond ETF position peaked at $228K in Q4 2022.
273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.