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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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.

273 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.
273 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.