IFG
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Independent Financial Group’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Independent Financial Group’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 		$1.32M Buy
55,444
+14,405
+35% +$354K 0.02% 587
2026
Q2 		$1.02M Sell
41,039
-6,185
-13% -$154K 0.02% 680
2026
Q1 		$1.17M Buy
+47,224
New +$1.19M 0.03% 574
2025
Q4 		– Sell
-43,816
Closed -$1.1M – 1486
2025
Q3 		$1.1M Buy
43,816
+21,862
+100% +$546K 0.03% 573
2025
Q2 		$546K Buy
21,954
+10,926
+99% +$270K 0.02% 743
2025
Q1 		$273K Buy
11,028
+155
+1% +$3.83K 0.01% 968
2024
Q4 		$268K Sell
10,873
-5,647
-34% -$140K 0.01% 942
2024
Q3 		$415K Sell
16,520
-7,953
-32% -$198K 0.02% 729
2024
Q2 		$598K Sell
24,473
-3,058
-11% -$74.6K 0.02% 548
2024
Q1 		$677K Buy
27,531
+380
+1% +$9.35K 0.03% 488
2023
Q4 		$672K Buy
+27,151
New +$654K 0.04% 471

Other funds holding UCON

DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
ACM
Appalachian Capital Management St Clairsville, Ohio $139M AUM 11.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Independent Financial Group's UCON Position: Q3 2026 in Review

Independent Financial Group increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 35% in Q3 2026, buying an estimated $354K and bringing the position to 55,444 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #587.

Independent Financial Group first reported a position in UCON in Q4 2023 and has held it in 11 quarters since. 25 funds tracked by Wall St. Rank hold UCON as of Q3 2026.

  • Independent Financial Group held 55,444 shares of First Trust Smith Unconstrained Bond ETF worth $1.32M as of Q3 2026.
  • Independent Financial Group bought 14,405 First Trust Smith Unconstrained Bond ETF shares in Q3 2026, an estimated $354K.
  • First Trust Smith Unconstrained Bond ETF made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #587 holding.
  • Independent Financial Group first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 25 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.