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 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

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

VisionPoint Advisory Group's UCON Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 20% in Q2 2026, selling an estimated $170K and leaving 26,759 shares worth $666K. The position accounts for 0.11% of the portfolio, ranked #207.

VisionPoint Advisory Group first reported a position in UCON in Q2 2025 and has held it in 5 quarters since. The position peaked at $832K in Q1 2026. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

VisionPoint Advisory Group held 26,759 shares of First Trust Smith Unconstrained Bond ETF worth $666K as of Q2 2026.
VisionPoint Advisory Group sold 6,819 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $170K.
First Trust Smith Unconstrained Bond ETF made up 0.11% of VisionPoint Advisory Group's portfolio in Q2 2026, its #207 holding.
VisionPoint Advisory Group first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2025 and has held it in 5 quarters since.
VisionPoint Advisory Group's First Trust Smith Unconstrained Bond ETF position peaked at $832K in Q1 2026.
273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.