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

Triumph Capital Management’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	$6.01M	Buy	241,682 +48,998	+25%	+$1.22M	1.09%	19
2026 Q1	$4.77M	Buy	192,684 +185,084	+2,435%	+$4.65M	0.97%	25
2025 Q4	$191K	Buy	+7,600	New	+$192K	0.04%	317
2022 Q4	–	Sell	-34,510	Closed	-$822K	–	246
2022 Q3	$822K	Sell	34,510 -38,524	-53%	-$949K	0.45%	51
2022 Q2	$1.79M	Sell	73,034 -81,588	-53%	-$2.04M	0.95%	24
2022 Q1	$3.95M	Buy	154,622 +29,411	+23%	+$762K	1.71%	11
2021 Q4	$3.3M	Buy	+125,211	New	+$3.31M	1.43%	15

Other funds holding UCON

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

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

Triumph Capital Management increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 25% in Q2 2026, buying an estimated $1.22M and bringing the position to 241,682 shares worth $6.01M. The position accounts for 1.09% of the portfolio, ranked #19.

Triumph Capital Management first reported a position in UCON in Q4 2021 and has held it in 7 quarters since. 107 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

Triumph Capital Management held 241,682 shares of First Trust Smith Unconstrained Bond ETF worth $6.01M as of Q2 2026.
Triumph Capital Management bought 48,998 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $1.22M.
First Trust Smith Unconstrained Bond ETF made up 1.09% of Triumph Capital Management's portfolio in Q2 2026, its #19 holding.
Triumph Capital Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2021 and has held it in 7 quarters since.
107 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.