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Wealth Advisory Team’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Wealth Advisory Team’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 		$8.01M Buy
+321,889
New +$8.02M 6.51% 5
2025
Q4 		$7.9M Buy
+314,054
New +$7.92M 6.99% 5
2025
Q2 		$7.83M Buy
+314,692
New +$7.77M 7.33% 5

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Wealth Advisory Team's UCON Position: Q2 2026 in Review

Wealth Advisory Team opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2026: 321,889 shares worth $8.01M. The stake represents 6.51% of the portfolio and ranks #5 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in UCON as recently as Q4 2025.

Wealth Advisory Team first reported a position in UCON in Q2 2025 and has held it in 3 quarters since. 188 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Wealth Advisory Team held 321,889 shares of First Trust Smith Unconstrained Bond ETF worth $8.01M as of Q2 2026.
  • First Trust Smith Unconstrained Bond ETF was a new Wealth Advisory Team position in Q2 2026.
  • First Trust Smith Unconstrained Bond ETF made up 6.51% of Wealth Advisory Team's portfolio in Q2 2026, its #5 holding.
  • Wealth Advisory Team first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 188 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.