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

IFP 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 		$28.1M Buy
1,129,539
+236,972
+27% +$5.9M 0.51% 31
2026
Q1 		$22.1M Buy
892,567
+32,263
+4% +$810K 0.46% 39
2025
Q4 		$21.7M Sell
860,304
-34,080
-4% -$859K 0.49% 32
2025
Q3 		$22.5M Sell
894,384
-54,221
-6% -$1.35M 0.59% 27
2025
Q2 		$23.6M Buy
948,605
+113,986
+14% +$2.81M 0.67% 21
2025
Q1 		$20.7M Sell
834,619
-382,200
-31% -$9.45M 0.64% 22
2024
Q4 		$30M Buy
1,216,819
+48,391
+4% +$1.2M 0.98% 10
2024
Q3 		$29.4M Buy
1,168,428
+24,424
+2% +$608K 1.06% 9
2024
Q2 		$28M Buy
1,144,004
+511,472
+81% +$12.5M 1.11% 10
2024
Q1 		$15.6M Buy
632,532
+233,858
+59% +$5.75M 0.68% 24
2023
Q4 		$9.86M Buy
398,674
+364,625
+1,071% +$8.78M 0.47% 46
2023
Q3 		$814K Sell
34,049
-36,527
-52% -$884K 0.04% 448
2023
Q2 		$1.71M Buy
70,576
+1,611
+2% +$39.2K 0.07% 289
2023
Q1 		$1.73M Sell
68,965
-85,078
-55% -$2.07M 0.08% 262
2022
Q4 		$3.9M Sell
154,043
-14,432
-9% -$346K 0.1% 189
2022
Q3 		$4.26M Buy
168,475
+37,048
+28% +$912K 0.11% 183
2022
Q2 		$3.32M Hold
131,427
– – 0.11% 222
2022
Q1 		$3.32M Buy
131,427
+105,528
+407% +$2.73M 0.11% 222
2021
Q4 		$692K Buy
25,899
+10,172
+65% +$269K 0.01% 489
2021
Q3 		$419K Buy
15,727
+6,225
+66% +$166K 0.01% 642
2021
Q2 		$253K Buy
9,502
+6,026
+173% +$161K 0.01% 794
2021
Q1 		$92K Buy
3,476
+1,884
+118% +$50.2K ﹤0.01% 1209
2020
Q4 		$42K Buy
+1,592
New +$42.1K ﹤0.01% 1509
2019
Q4 		– Sell
-1,000
Closed -$26K – 3121
2019
Q3 		$26K Buy
+1,000
New +$25.8K ﹤0.01% 1654

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

IFP Advisors's UCON Position: Q2 2026 in Review

IFP Advisors increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 27% in Q2 2026, buying an estimated $5.9M and bringing the position to 1,129,539 shares worth $28.1M. The position accounts for 0.51% of the portfolio, ranked #31.

IFP Advisors first reported a position in UCON in Q3 2019 and has held it in 24 quarters since. The position peaked at $30M in Q4 2024. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • IFP Advisors held 1,129,539 shares of First Trust Smith Unconstrained Bond ETF worth $28.1M as of Q2 2026.
  • IFP Advisors bought 236,972 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $5.9M.
  • First Trust Smith Unconstrained Bond ETF made up 0.51% of IFP Advisors's portfolio in Q2 2026, its #31 holding.
  • IFP Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q3 2019 and has held it in 24 quarters since.
  • IFP Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $30M in Q4 2024.
  • 273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.