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

Merkkuri 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	–	Sell	-8,270	Closed	-$205K	–	334
2026 Q1	$205K	Buy	8,270 +88	+1%	+$2.21K	0.14%	80
2025 Q4	$206K	Buy	8,182 +95	+1%	+$2.4K	0.14%	79
2025 Q3	$204K	Sell	8,087 -6,882	-46%	-$172K	0.15%	80
2025 Q2	$373K	Sell	14,969 -461	-3%	-$11.4K	0.28%	61
2025 Q1	$382K	Buy	15,430 +171	+1%	+$4.23K	0.33%	64
2024 Q4	$376K	Sell	15,259 -2,209	-13%	-$54.8K	0.3%	65
2024 Q3	$439K	Buy	17,468 +286	+2%	+$7.13K	0.35%	61
2024 Q2	$420K	Buy	+17,182	New	+$419K	0.39%	57

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

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

Merkkuri Wealth Advisors sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2026, closing a stake of 8,270 shares — an estimated $205K sold.

Merkkuri Wealth Advisors first reported a position in UCON in Q2 2024 and held it in 8 quarters. The position peaked at $439K in Q3 2024. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

Merkkuri Wealth Advisors reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q2 2026 after selling out during the quarter.
Merkkuri Wealth Advisors sold 8,270 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $205K.
Merkkuri Wealth Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2024 and held it in 8 quarters.
Merkkuri Wealth Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $439K in Q3 2024.
273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.