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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
Q3 		$204K Sell
8,593
-145
-2% -$3.56K 0.02% 181
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

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
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 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

Inspirion Wealth Advisors's UCON Position: Q3 2026 in Review

Inspirion Wealth Advisors reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 1.7% in Q3 2026, selling an estimated $3.56K and leaving 8,593 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #181.

Inspirion Wealth Advisors first reported a position in UCON in Q2 2022 and has held it in 18 quarters since. The position peaked at $891K in Q2 2022. 27 funds tracked by Wall St. Rank hold UCON as of Q3 2026.

  • Inspirion Wealth Advisors held 8,593 shares of First Trust Smith Unconstrained Bond ETF worth $204K as of Q3 2026.
  • Inspirion Wealth Advisors sold 145 First Trust Smith Unconstrained Bond ETF shares in Q3 2026, an estimated $3.56K.
  • First Trust Smith Unconstrained Bond ETF made up 0.02% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #181 holding.
  • Inspirion Wealth Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • Inspirion Wealth Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $891K in Q2 2022.
  • 27 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.