Twin Peaks Wealth Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History
Bought
Maintained
Sold
Other funds holding UCON
HI
Twin Peaks Wealth Advisors's UCON Position: Q1 2026 in Review
Twin Peaks Wealth Advisors increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 9.3% in Q1 2026, buying an estimated $564K and bringing the position to 263,194 shares worth $6.52M. The position accounts for 1.64% of the portfolio, ranked #15.
Twin Peaks Wealth Advisors first reported a position in UCON in Q4 2023 and has held it in 10 quarters since. 275 funds tracked by Wall St. Rank hold UCON as of Q1 2026.
- Twin Peaks Wealth Advisors held 263,194 shares of First Trust Smith Unconstrained Bond ETF worth $6.52M as of Q1 2026.
- Twin Peaks Wealth Advisors bought 22,465 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $564K.
- First Trust Smith Unconstrained Bond ETF made up 1.64% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #15 holding.
- Twin Peaks Wealth Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2023 and has held it in 10 quarters since.
- 275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.