Strive Financial Group’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Strive Financial Group’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	$17.9K	Buy	+752	New	+$18.5K	0.01%	572

Other funds holding UCON

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Strive Financial Group's UCON Position: Q3 2026 in Review

Strive Financial Group opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q3 2026: 752 shares worth $17.9K. The stake represents 0.01% of the portfolio and ranks #572 among its holdings.

243 funds tracked by Wall St. Rank hold UCON as of Q3 2026.

Strive Financial Group held 752 shares of First Trust Smith Unconstrained Bond ETF worth $17.9K as of Q3 2026.
First Trust Smith Unconstrained Bond ETF was a new Strive Financial Group position in Q3 2026.
First Trust Smith Unconstrained Bond ETF made up 0.01% of Strive Financial Group's portfolio in Q3 2026, its #572 holding.
243 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2026.

Based on Strive Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.