Lakeridge Wealth Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Lakeridge Wealth Management’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	$619K	Hold	24,862	–	–	0.23%	89
2026 Q1	$616K	Hold	24,862	–	–	0.26%	82
2025 Q4	$626K	Hold	24,862	–	–	0.28%	74
2025 Q3	$626K	Hold	24,862	–	–	0.28%	69
2025 Q2	$619K	Hold	24,862	–	–	0.28%	67
2025 Q1	$615K	Hold	24,862	–	–	0.31%	61
2024 Q4	$613K	Buy	24,862 +6,650	+37%	+$165K	0.32%	66
2024 Q3	$458K	Buy	18,212 +2,307	+15%	+$57.5K	0.25%	80
2024 Q2	$389K	Hold	15,905	–	–	0.23%	82
2024 Q1	$391K	Hold	15,905	–	–	0.25%	77
2023 Q4	$393K	Buy	+15,905	New	+$383K	0.28%	71

Other funds holding UCON

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Lakeridge Wealth Management's UCON Position: Q2 2026 in Review

Lakeridge Wealth Management held its First Trust Smith Unconstrained Bond ETF (UCON) position steady in Q2 2026 at 24,862 shares worth $619K. The position accounts for 0.23% of the portfolio, ranked #89.

Lakeridge Wealth Management first reported a position in UCON in Q4 2023 and has held it in 11 quarters since. The position peaked at $626K in Q3 2025. 270 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

Lakeridge Wealth Management held 24,862 shares of First Trust Smith Unconstrained Bond ETF worth $619K as of Q2 2026.
Lakeridge Wealth Management left its First Trust Smith Unconstrained Bond ETF share count unchanged in Q2 2026.
First Trust Smith Unconstrained Bond ETF made up 0.23% of Lakeridge Wealth Management's portfolio in Q2 2026, its #89 holding.
Lakeridge Wealth Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2023 and has held it in 11 quarters since.
Lakeridge Wealth Management's First Trust Smith Unconstrained Bond ETF position peaked at $626K in Q3 2025.
270 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.