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Proactive Wealth Strategies’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Proactive Wealth Strategies’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 		$374K Buy
15,052
+168
+1% +$4.18K 0.06% 167
2026
Q1 		$369K Buy
+14,884
New +$374K 0.07% 166

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Proactive Wealth Strategies's UCON Position: Q2 2026 in Review

Proactive Wealth Strategies increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 1.1% in Q2 2026, buying an estimated $4.18K and bringing the position to 15,052 shares worth $374K. The position accounts for 0.06% of the portfolio, ranked #167.

Proactive Wealth Strategies first reported a position in UCON in Q1 2026 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Proactive Wealth Strategies held 15,052 shares of First Trust Smith Unconstrained Bond ETF worth $374K as of Q2 2026.
  • Proactive Wealth Strategies bought 168 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $4.18K.
  • First Trust Smith Unconstrained Bond ETF made up 0.06% of Proactive Wealth Strategies's portfolio in Q2 2026, its #167 holding.
  • Proactive Wealth Strategies first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 183 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.