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

Valeo Financial 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 Q2	$255K	Buy	+10,253	New	+$255K	0.01%	677

Other funds holding UCON

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

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

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

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Appalachian Capital Management St Clairsville, Ohio $138M AUM

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Valeo Financial Advisors's UCON Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2026: 10,253 shares worth $255K. The stake represents 0.01% of the portfolio and ranks #677 among its holdings.

69 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

Valeo Financial Advisors held 10,253 shares of First Trust Smith Unconstrained Bond ETF worth $255K as of Q2 2026.
First Trust Smith Unconstrained Bond ETF was a new Valeo Financial Advisors position in Q2 2026.
First Trust Smith Unconstrained Bond ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #677 holding.
69 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.