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UCON icon

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

Tactive 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 		$5.13M Buy
216,209
+90,594
+72% +$2.22M 1.23% 19
2026
Q2 		$3.13M Sell
125,615
-80,823
-39% -$2.01M 0.77% 31
2026
Q1 		$5.11M Buy
206,438
+36,822
+22% +$924K 1.44% 14
2025
Q4 		$4.27M Buy
169,616
+7,983
+5% +$201K 1.25% 20
2025
Q3 		$4.07M Buy
161,633
+73,752
+84% +$1.84M 1.15% 24
2025
Q2 		$2.19M Buy
+87,881
New +$2.17M 0.71% 36
2024
Q1 		$1.54M Buy
+62,572
New +$1.54M 0.82% 30

Other funds holding UCON

DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
ACM
Appalachian Capital Management St Clairsville, Ohio $139M AUM 11.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Tactive Advisors's UCON Position: Q3 2026 in Review

Tactive Advisors increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 72% in Q3 2026, buying an estimated $2.22M and bringing the position to 216,209 shares worth $5.13M. The position accounts for 1.23% of the portfolio, ranked #19.

Tactive Advisors first reported a position in UCON in Q1 2024 and has held it in 7 quarters since. 25 funds tracked by Wall St. Rank hold UCON as of Q3 2026.

  • Tactive Advisors held 216,209 shares of First Trust Smith Unconstrained Bond ETF worth $5.13M as of Q3 2026.
  • Tactive Advisors bought 90,594 First Trust Smith Unconstrained Bond ETF shares in Q3 2026, an estimated $2.22M.
  • First Trust Smith Unconstrained Bond ETF made up 1.23% of Tactive Advisors's portfolio in Q3 2026, its #19 holding.
  • Tactive Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2024 and has held it in 7 quarters since.
  • 25 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.