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 Q2	$1.27K	Buy	+51	New	+$1.27K	﹤0.01%	723

Other funds holding UCON

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

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

Etesian Wealth Advisors West Linn, Oregon $338M AUM 15.5% 1-Year Est. Return

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

Investors Research Corp's UCON Position: Q2 2026 in Review

Investors Research Corp opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2026: 51 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #723 among its holdings.

85 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

Investors Research Corp held 51 shares of First Trust Smith Unconstrained Bond ETF worth $1.27K as of Q2 2026.
First Trust Smith Unconstrained Bond ETF was a new Investors Research Corp position in Q2 2026.
First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of Investors Research Corp's portfolio in Q2 2026, its #723 holding.
85 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.