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

Inspirion Wealth 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	$217K	Sell	8,738 -845	-9%	-$21K	0.02%	173
2026 Q1	$237K	Sell	9,583 -7,865	-45%	-$197K	0.03%	147
2025 Q4	$439K	Sell	17,448 -6,075	-26%	-$153K	0.05%	111
2025 Q3	$591K	Buy	23,523 +4,616	+24%	+$115K	0.08%	89
2025 Q2	$471K	Sell	18,907 -1,064	-5%	-$26.3K	0.06%	102
2025 Q1	$494K	Sell	19,971 -4,347	-18%	-$108K	0.07%	93
2024 Q4	$598K	Buy	24,318 +795	+3%	+$19.7K	0.08%	88
2024 Q3	$591K	Buy	23,523 +2,328	+11%	+$58K	0.08%	89
2024 Q2	$518K	Sell	21,195 -853	-4%	-$20.8K	0.08%	87
2024 Q1	$542K	Sell	22,048 -8,998	-29%	-$221K	0.09%	85
2023 Q4	$767K	Hold	31,046	–	–	0.14%	67
2023 Q3	$742K	Sell	31,046 -250	-0.8%	-$6.05K	0.14%	65
2023 Q2	$756K	Hold	31,296	–	–	0.14%	64
2023 Q1	$758K	Sell	31,296 -2,478	-7%	-$60.2K	0.15%	61
2022 Q4	$814K	Sell	33,774 -1,385	-4%	-$33.2K	0.17%	59
2022 Q3	$837K	Sell	35,159 -1,200	-3%	-$29.5K	0.19%	53
2022 Q2	$891K	Buy	+36,359	New	+$908K	0.2%	53

Other funds holding UCON

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return