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

RiverTree 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 Q3	–	Sell	-135,348	Closed	-$3.37M	–	84
2026 Q2	$3.37M	Buy	135,348 +33,224	+33%	+$827K	1.99%	20
2026 Q1	$2.53M	Buy	+102,124	New	+$2.56M	1.6%	23
2025 Q3	–	Sell	-8,699	Closed	-$217K	–	60
2025 Q2	$217K	Sell	8,699 -5,998	-41%	-$148K	0.15%	53
2025 Q1	$364K	Sell	14,697 -59,466	-80%	-$1.47M	0.24%	48
2024 Q4	$1.83M	Buy	+74,163	New	+$1.84M	1.2%	23
2023 Q2	–	Sell	-366,066	Closed	-$8.86M	–	45
2023 Q1	$8.86M	Buy	+366,066	New	+$8.89M	6.38%	5
2022 Q4	–	Sell	-413,893	Closed	-$9.9M	–	45
2022 Q3	$9.9M	Buy	413,893 +18,789	+5%	+$463K	8.07%	4
2022 Q2	$9.7M	Sell	395,104 -12,162	-3%	-$304K	7.54%	2
2022 Q1	$10.4M	Buy	407,266 +95,525	+31%	+$2.48M	7%	3
2021 Q4	$8.22M	Buy	+311,741	New	+$8.24M	5.26%	6

Other funds holding UCON

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

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

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

WWMSC

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

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

NAL

Nearside Advisors, LLC Indianapolis, Indiana $140M AUM

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Fairway Financial Casselberry, Florida $160M AUM 10.84% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

RiverTree Advisors's UCON Position: Q3 2026 in Review

RiverTree Advisors sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q3 2026, closing a stake of 135,348 shares — an estimated $3.37M sold.

RiverTree Advisors first reported a position in UCON in Q4 2021 and held it in 10 quarters. The position peaked at $10.4M in Q1 2022. 64 funds tracked by Wall St. Rank hold UCON as of Q3 2026.

RiverTree Advisors reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q3 2026 after selling out during the quarter.
RiverTree Advisors sold 135,348 First Trust Smith Unconstrained Bond ETF shares in Q3 2026, an estimated $3.37M.
RiverTree Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2021 and held it in 10 quarters.
RiverTree Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $10.4M in Q1 2022.
64 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2026.

Based on RiverTree Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.