IRC
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Investors Research Corp’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Investors Research Corp’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 		$2.47K Buy
104
+53
+104% +$1.3K ﹤0.01% 664
2026
Q2 		$1.27K Buy
+51
New +$1.27K ﹤0.01% 723

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
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 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

Investors Research Corp's UCON Position: Q3 2026 in Review

Investors Research Corp increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 104% in Q3 2026, buying an estimated $1.3K and bringing the position to 104 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Investors Research Corp first reported a position in UCON in Q2 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold UCON as of Q3 2026.

  • Investors Research Corp held 104 shares of First Trust Smith Unconstrained Bond ETF worth $2.47K as of Q3 2026.
  • Investors Research Corp bought 53 First Trust Smith Unconstrained Bond ETF shares in Q3 2026, an estimated $1.3K.
  • First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #664 holding.
  • Investors Research Corp first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.