NWM
UCON icon

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

Northwest 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 		$551K Hold
22,144
– – 0.07% 118
2026
Q1 		$549K Hold
22,144
– – 0.08% 116
2025
Q4 		$557K Buy
+22,144
New +$558K 0.09% 111

Other funds holding UCON

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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

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

Northwest Wealth Management held its First Trust Smith Unconstrained Bond ETF (UCON) position steady in Q2 2026 at 22,144 shares worth $551K. The position accounts for 0.07% of the portfolio, ranked #118.

Northwest Wealth Management first reported a position in UCON in Q4 2025 and has held it in 3 quarters since. The position peaked at $557K in Q4 2025. 122 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Northwest Wealth Management held 22,144 shares of First Trust Smith Unconstrained Bond ETF worth $551K as of Q2 2026.
  • Northwest Wealth Management left its First Trust Smith Unconstrained Bond ETF share count unchanged in Q2 2026.
  • First Trust Smith Unconstrained Bond ETF made up 0.07% of Northwest Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Northwest Wealth Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Northwest Wealth Management's First Trust Smith Unconstrained Bond ETF position peaked at $557K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

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