VisionPoint Advisory Group’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

VisionPoint Advisory Group’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 Q3	$574K	Sell	24,172 -2,587	-10%	-$63.5K	0.09%	219
2026 Q2	$666K	Sell	26,759 -6,819	-20%	-$170K	0.11%	207
2026 Q1	$832K	Buy	33,578 +784	+2%	+$19.7K	0.16%	147
2025 Q4	$825K	Buy	32,794 +10,561	+48%	+$266K	0.16%	146
2025 Q3	$560K	Buy	22,233 +99	+0.4%	+$2.47K	0.11%	185
2025 Q2	$551K	Buy	+22,134	New	+$546K	0.12%	177

Other funds holding UCON

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

ACM

Appalachian Capital Management St Clairsville, Ohio $139M AUM 11.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

BAWC

Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

VisionPoint Advisory Group's UCON Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 9.7% in Q3 2026, selling an estimated $63.5K and leaving 24,172 shares worth $574K. The position accounts for 0.09% of the portfolio, ranked #219.

VisionPoint Advisory Group first reported a position in UCON in Q2 2025 and has held it in 6 quarters since. The position peaked at $832K in Q1 2026. 28 funds tracked by Wall St. Rank hold UCON as of Q3 2026.

VisionPoint Advisory Group held 24,172 shares of First Trust Smith Unconstrained Bond ETF worth $574K as of Q3 2026.
VisionPoint Advisory Group sold 2,587 First Trust Smith Unconstrained Bond ETF shares in Q3 2026, an estimated $63.5K.
First Trust Smith Unconstrained Bond ETF made up 0.09% of VisionPoint Advisory Group's portfolio in Q3 2026, its #219 holding.
VisionPoint Advisory Group first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2025 and has held it in 6 quarters since.
VisionPoint Advisory Group's First Trust Smith Unconstrained Bond ETF position peaked at $832K in Q1 2026.
28 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.