TD Capital Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$48.3K Buy
1,941
+21
+1% +$523 ﹤0.01% 247
2026
Q1
$47.5K Buy
1,920
+21
+1% +$527 ﹤0.01% 253
2025
Q4
$47.8K Buy
+1,899
New +$47.9K ﹤0.01% 237

Other funds holding UCON

TD Capital Management's UCON Position: Q2 2026 in Review

TD Capital Management increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 1.1% in Q2 2026, buying an estimated $523 and bringing the position to 1,941 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

TD Capital Management first reported a position in UCON in Q4 2025 and has held it in 3 quarters since. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • TD Capital Management held 1,941 shares of First Trust Smith Unconstrained Bond ETF worth $48.3K as of Q2 2026.
  • TD Capital Management bought 21 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $523.
  • First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #247 holding.
  • TD Capital Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.