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

Savvy Advisors Inc’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 		$333K Sell
13,373
-3,570
-21% -$88.9K 0.01% 945
2026
Q1 		$420K Sell
16,943
-5,691
-25% -$143K 0.01% 732
2025
Q4 		$570K Buy
22,634
+7,126
+46% +$180K 0.02% 529
2025
Q3 		$391K Buy
15,508
+405
+3% +$10.1K 0.02% 521
2025
Q2 		$376K Sell
15,103
-4,945
-25% -$122K 0.03% 431
2025
Q1 		$496K Buy
+20,048
New +$496K 0.05% 293

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $104B AUM 28.3% 1-Year Est. Return

Savvy Advisors Inc's UCON Position: Q2 2026 in Review

Savvy Advisors Inc reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 21% in Q2 2026, selling an estimated $88.9K and leaving 13,373 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #945.

Savvy Advisors Inc first reported a position in UCON in Q1 2025 and has held it in 6 quarters since. The position peaked at $570K in Q4 2025. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Savvy Advisors Inc held 13,373 shares of First Trust Smith Unconstrained Bond ETF worth $333K as of Q2 2026.
  • Savvy Advisors Inc sold 3,570 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $88.9K.
  • First Trust Smith Unconstrained Bond ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #945 holding.
  • Savvy Advisors Inc first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Savvy Advisors Inc's First Trust Smith Unconstrained Bond ETF position peaked at $570K in Q4 2025.
  • 273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.