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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Independent Financial Group's UCON Position: Q2 2026 in Review

Independent Financial Group reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 13% in Q2 2026, selling an estimated $154K and leaving 41,039 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #680.

Independent Financial Group first reported a position in UCON in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.17M in Q1 2026. 270 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

Independent Financial Group held 41,039 shares of First Trust Smith Unconstrained Bond ETF worth $1.02M as of Q2 2026.
Independent Financial Group sold 6,185 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $154K.
First Trust Smith Unconstrained Bond ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #680 holding.
Independent Financial Group first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2023 and has held it in 10 quarters since.
Independent Financial Group's First Trust Smith Unconstrained Bond ETF position peaked at $1.17M in Q1 2026.
270 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.