Ignite Planners’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Ignite Planners’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	$262K	Buy	+11,014	New	+$270K	0.03%	381
2023 Q4	–	Sell	-11,325	Closed	-$270K	–	334
2023 Q3	$270K	Sell	11,325 -2,171	-16%	-$52.5K	0.08%	258
2023 Q2	$324K	Buy	13,496 +3,294	+32%	+$80.2K	0.12%	179
2023 Q1	$247K	Sell	10,202 -541	-5%	-$13.1K	0.1%	215
2022 Q4	$264K	Buy	+10,743	New	+$258K	0.11%	203

Other funds holding UCON

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

NAL

Nearside Advisors, LLC Indianapolis, Indiana $140M AUM

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Fairway Financial Casselberry, Florida $160M AUM 10.84% 1-Year Est. Return

Ignite Planners's UCON Position: Q3 2026 in Review

Ignite Planners opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q3 2026: 11,014 shares worth $262K. The stake represents 0.03% of the portfolio and ranks #381 among its holdings. This is a return to the name: Ignite Planners previously reported a position in UCON as recently as Q3 2023.

Ignite Planners first reported a position in UCON in Q4 2022 and has held it in 5 quarters since. The position peaked at $324K in Q2 2023. 78 funds tracked by Wall St. Rank hold UCON as of Q3 2026.

Ignite Planners held 11,014 shares of First Trust Smith Unconstrained Bond ETF worth $262K as of Q3 2026.
First Trust Smith Unconstrained Bond ETF was a new Ignite Planners position in Q3 2026.
First Trust Smith Unconstrained Bond ETF made up 0.03% of Ignite Planners's portfolio in Q3 2026, its #381 holding.
Ignite Planners first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2022 and has held it in 5 quarters since.
Ignite Planners's First Trust Smith Unconstrained Bond ETF position peaked at $324K in Q2 2023.
78 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.