Retirement Planning Group (Kansas)’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Retirement Planning Group (Kansas)’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	$237K	Buy	9,528 +266	+3%	+$6.62K	0.01%	494
2026 Q1	$229K	Sell	9,262 -534	-5%	-$13.4K	0.01%	452
2025 Q4	$247K	Sell	9,796 -1,050	-10%	-$26.5K	0.01%	371
2025 Q3	$273K	Sell	10,846 -46,577	-81%	-$1.16M	0.01%	338
2025 Q2	$1.43M	Sell	57,423 -66,009	-53%	-$1.63M	0.06%	115
2025 Q1	$3.05M	Sell	123,432 -60,996	-33%	-$1.51M	0.14%	58
2024 Q4	$4.55M	Sell	184,428 -16,236	-8%	-$403K	0.23%	42
2024 Q3	$5.04M	Sell	200,664 -14,706	-7%	-$366K	0.27%	45
2024 Q2	$5.27M	Buy	+215,370	New	+$5.26M	0.33%	37

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

Retirement Planning Group (Kansas)'s UCON Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 2.9% in Q2 2026, buying an estimated $6.62K and bringing the position to 9,528 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #494.

Retirement Planning Group (Kansas) first reported a position in UCON in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.27M in Q2 2024. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

Retirement Planning Group (Kansas) held 9,528 shares of First Trust Smith Unconstrained Bond ETF worth $237K as of Q2 2026.
Retirement Planning Group (Kansas) bought 266 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $6.62K.
First Trust Smith Unconstrained Bond ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #494 holding.
Retirement Planning Group (Kansas) first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2024 and has held it in 9 quarters since.
Retirement Planning Group (Kansas)'s First Trust Smith Unconstrained Bond ETF position peaked at $5.27M in Q2 2024.
273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.