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

Mayflower Financial 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
Q2 		$285K Buy
11,450
+2,745
+32% +$68.4K 0.02% 391
2026
Q1 		$216K Hold
8,705
– – 0.03% 425
2025
Q4 		$219K Hold
8,705
– – 0.03% 386
2025
Q3 		$219K Hold
8,705
– – 0.03% 383
2025
Q2 		$217K Sell
8,705
-4,750
-35% -$117K 0.03% 377
2025
Q1 		$333K Hold
13,455
– – 0.05% 288
2024
Q4 		$332K Buy
+13,455
New +$334K 0.05% 281

Other funds holding UCON

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mayflower Financial Advisors's UCON Position: Q2 2026 in Review

Mayflower Financial Advisors increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 32% in Q2 2026, buying an estimated $68.4K and bringing the position to 11,450 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #391.

Mayflower Financial Advisors first reported a position in UCON in Q4 2024 and has held it in 7 quarters since. The position peaked at $333K in Q1 2025. 164 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Mayflower Financial Advisors held 11,450 shares of First Trust Smith Unconstrained Bond ETF worth $285K as of Q2 2026.
  • Mayflower Financial Advisors bought 2,745 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $68.4K.
  • First Trust Smith Unconstrained Bond ETF made up 0.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #391 holding.
  • Mayflower Financial Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Mayflower Financial Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $333K in Q1 2025.
  • 164 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.