Krilogy Financial
UCON icon

Krilogy Financial’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Krilogy Financial’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 		– Sell
-8,316
Closed -$207K – 1180
2026
Q2 		$207K Buy
8,316
+35
+0.4% +$872 0.01% 960
2026
Q1 		$207K Buy
8,281
+60
+0.7% +$1.51K 0.01% 885
2025
Q4 		$207K Buy
8,221
+37
+0.5% +$933 0.01% 862
2025
Q3 		$206K Buy
+8,184
New +$204K 0.01% 817

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HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Krilogy Financial's UCON Position: Q3 2026 in Review

Krilogy Financial sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q3 2026, closing a stake of 8,316 shares — an estimated $207K sold.

Krilogy Financial first reported a position in UCON in Q3 2025 and held it in 4 quarters. The position peaked at $207K in Q1 2026. 168 funds tracked by Wall St. Rank hold UCON as of Q3 2026.

  • Krilogy Financial reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Krilogy Financial sold 8,316 First Trust Smith Unconstrained Bond ETF shares in Q3 2026, an estimated $207K.
  • Krilogy Financial first reported a position in First Trust Smith Unconstrained Bond ETF in Q3 2025 and held it in 4 quarters.
  • Krilogy Financial's First Trust Smith Unconstrained Bond ETF position peaked at $207K in Q1 2026.
  • 168 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.