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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

IFG Advisory's UCON Position: Q1 2026 in Review

IFG Advisory opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q1 2026: 600 shares worth $14.9K. The stake represents 0.04% of the portfolio and ranks #227 among its holdings. This is a return to the name: IFG Advisory previously reported a position in UCON as recently as Q1 2023.

IFG Advisory first reported a position in UCON in Q4 2022 and has held it in 3 quarters since. The position peaked at $228K in Q4 2022. 275 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • IFG Advisory held 600 shares of First Trust Smith Unconstrained Bond ETF worth $14.9K as of Q1 2026.
  • First Trust Smith Unconstrained Bond ETF was a new IFG Advisory position in Q1 2026.
  • First Trust Smith Unconstrained Bond ETF made up 0.04% of IFG Advisory's portfolio in Q1 2026, its #227 holding.
  • IFG Advisory first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2022 and has held it in 3 quarters since.
  • IFG Advisory's First Trust Smith Unconstrained Bond ETF position peaked at $228K in Q4 2022.
  • 275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.