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WCG Wealth Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

WCG Wealth 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
Q1 		– Sell
-14,029
Closed -$353K – 548
2025
Q4 		$353K Sell
14,029
-213,823
-94% -$5.39M 0.01% 477
2025
Q3 		$5.74M Buy
227,852
+2,118
+0.9% +$52.9K 0.36% 78
2025
Q2 		$5.62M Buy
225,734
+18,757
+9% +$463K 0.36% 81
2025
Q1 		$5.12M Buy
+206,977
New +$5.12M 0.39% 80

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WCG Wealth Advisors's UCON Position: Q1 2026 in Review

WCG Wealth Advisors sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q1 2026, closing a stake of 14,029 shares — an estimated $353K sold.

WCG Wealth Advisors first reported a position in UCON in Q1 2025 and held it in 4 quarters. The position peaked at $5.74M in Q3 2025. 275 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • WCG Wealth Advisors reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q1 2026 after selling out during the quarter.
  • WCG Wealth Advisors sold 14,029 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $353K.
  • WCG Wealth Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2025 and held it in 4 quarters.
  • WCG Wealth Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $5.74M in Q3 2025.
  • 275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.