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

Midwest Trust’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	$253K	Buy	+10,667	New	+$262K	﹤0.01%	578

Other funds holding UCON

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Arch Global Advisors New York $240M AUM

EdgeRock Capital Denver, Colorado $461M AUM 17.31% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Midwest Trust's UCON Position: Q3 2026 in Review

Midwest Trust opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q3 2026: 10,667 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #578 among its holdings.

143 funds tracked by Wall St. Rank hold UCON as of Q3 2026.

Midwest Trust held 10,667 shares of First Trust Smith Unconstrained Bond ETF worth $253K as of Q3 2026.
First Trust Smith Unconstrained Bond ETF was a new Midwest Trust position in Q3 2026.
First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #578 holding.
143 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.