Medallion Wealth Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Medallion Wealth 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	$152K	Sell	6,100 -230	-4%	-$5.73K	0.05%	280
2026 Q1	$157K	Sell	6,330 -120	-2%	-$3.01K	0.05%	285
2025 Q4	$162K	Hold	6,450	–	–	0.05%	272
2025 Q3	$162K	Hold	6,450	–	–	0.06%	260
2025 Q2	$160K	Hold	6,450	–	–	0.06%	257
2025 Q1	$160K	Buy	6,450 +700	+12%	+$17.3K	0.07%	230
2024 Q4	$142K	Buy	+5,750	New	+$143K	0.07%	236

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 $104B AUM 28.3% 1-Year Est. Return

Medallion Wealth Advisors's UCON Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 3.6% in Q2 2026, selling an estimated $5.73K and leaving 6,100 shares worth $152K. The position accounts for 0.05% of the portfolio, ranked #280.

Medallion Wealth Advisors first reported a position in UCON in Q4 2024 and has held it in 7 quarters since. The position peaked at $162K in Q3 2025. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

Medallion Wealth Advisors held 6,100 shares of First Trust Smith Unconstrained Bond ETF worth $152K as of Q2 2026.
Medallion Wealth Advisors sold 230 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $5.73K.
First Trust Smith Unconstrained Bond ETF made up 0.05% of Medallion Wealth Advisors's portfolio in Q2 2026, its #280 holding.
Medallion Wealth Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $162K in Q3 2025.
273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.