Total Clarity Wealth 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
$5.92M Buy
238,069
+53,452
+29% +$1.33M 1.15% 16
2026
Q1
$4.57M Buy
184,617
+2,397
+1% +$60.2K 1.07% 22
2025
Q4
$4.59M Sell
182,220
-4,178
-2% -$105K 1.11% 22
2025
Q3
$4.7M Sell
186,398
-10,059
-5% -$251K 1.25% 18
2025
Q2
$4.89M Sell
196,457
-14,882
-7% -$367K 1.4% 16
2025
Q1
$5.21M Hold
211,339
1.7% 8
2024
Q4
$5.21M Sell
211,339
-78,532
-27% -$1.95M 1.69% 8
2024
Q3
$7.28M Buy
289,871
+23,907
+9% +$596K 2.34% 5
2024
Q2
$6.5M Sell
265,964
-2,778
-1% -$67.8K 2.26% 4
2024
Q1
$6.61M Buy
268,742
+43,143
+19% +$1.06M 2.3% 3
2023
Q4
$5.58M Buy
225,599
+794
+0.4% +$19.1K 2.29% 4
2023
Q3
$5.37M Buy
+224,805
New +$5.44M 2.59% 2
2022
Q4
Sell
-11,920
Closed -$284K 269
2022
Q3
$284K Sell
11,920
-11,778
-50% -$290K 0.18% 160
2022
Q2
$581K Buy
+23,698
New +$592K 0.3% 76

Other funds holding UCON

Total Clarity Wealth Management's UCON Position: Q2 2026 in Review

Total Clarity Wealth Management increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 29% in Q2 2026, buying an estimated $1.33M and bringing the position to 238,069 shares worth $5.92M. The position accounts for 1.15% of the portfolio, ranked #16.

Total Clarity Wealth Management first reported a position in UCON in Q2 2022 and has held it in 14 quarters since. The position peaked at $7.28M in Q3 2024. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Total Clarity Wealth Management held 238,069 shares of First Trust Smith Unconstrained Bond ETF worth $5.92M as of Q2 2026.
  • Total Clarity Wealth Management bought 53,452 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $1.33M.
  • First Trust Smith Unconstrained Bond ETF made up 1.15% of Total Clarity Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Total Clarity Wealth Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2022 and has held it in 14 quarters since.
  • Total Clarity Wealth Management's First Trust Smith Unconstrained Bond ETF position peaked at $7.28M in Q3 2024.
  • 273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.