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 Q3	$21.8K	Sell	919 -989	-52%	-$24.3K	﹤0.01%	1582
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 $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Arch Global Advisors New York $240M AUM

EdgeRock Capital Denver, Colorado $461M AUM 17.31% 1-Year Est. Return

IFG Advisory's UCON Position: Q3 2026 in Review

IFG Advisory reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 52% in Q3 2026, selling an estimated $24.3K and leaving 919 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

IFG Advisory first reported a position in UCON in Q4 2022 and has held it in 5 quarters since. The position peaked at $228K in Q4 2022. 154 funds tracked by Wall St. Rank hold UCON as of Q3 2026.

IFG Advisory held 919 shares of First Trust Smith Unconstrained Bond ETF worth $21.8K as of Q3 2026.
IFG Advisory sold 989 First Trust Smith Unconstrained Bond ETF shares in Q3 2026, an estimated $24.3K.
First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1582 holding.
IFG Advisory first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2022 and has held it in 5 quarters since.
IFG Advisory's First Trust Smith Unconstrained Bond ETF position peaked at $228K in Q4 2022.
154 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.