Wealth Enhancement Advisory Services
UCON icon

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

Wealth Enhancement Advisory Services’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 		$412K Sell
17,251
-1,736
-9% -$42.6K ﹤0.01% 3022
2026
Q2 		$471K Sell
18,987
-6,369
-25% -$159K ﹤0.01% 2741
2026
Q1 		$630K Buy
25,356
+5,717
+29% +$144K ﹤0.01% 2148
2025
Q4 		$495K Buy
19,639
+2,297
+13% +$57.9K ﹤0.01% 2491
2025
Q3 		$438K Buy
17,342
+10
+0.1% +$250 ﹤0.01% 2467
2025
Q2 		$431K Sell
17,332
-7,415
-30% -$183K ﹤0.01% 2334
2025
Q1 		$612K Sell
24,747
-3,537
-13% -$87.5K ﹤0.01% 1899
2024
Q4 		$697K Buy
+28,284
New +$701K ﹤0.01% 1758
2024
Q3 		– Sell
-8,616
Closed -$211K – 2916
2024
Q2 		$211K Sell
8,616
-87
-1% -$2.12K ﹤0.01% 2259
2024
Q1 		$214K Sell
8,703
-837
-9% -$20.6K ﹤0.01% 2149
2023
Q4 		$236K Buy
+9,540
New +$230K ﹤0.01% 1995

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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MG
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
TA
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
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Wealth Enhancement Advisory Services's UCON Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 9.1% in Q3 2026, selling an estimated $42.6K and leaving 17,251 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #3022.

Wealth Enhancement Advisory Services first reported a position in UCON in Q4 2023 and has held it in 11 quarters since. The position peaked at $697K in Q4 2024. 28 funds tracked by Wall St. Rank hold UCON as of Q3 2026.

  • Wealth Enhancement Advisory Services held 17,251 shares of First Trust Smith Unconstrained Bond ETF worth $412K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 1,736 First Trust Smith Unconstrained Bond ETF shares in Q3 2026, an estimated $42.6K.
  • First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3022 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's First Trust Smith Unconstrained Bond ETF position peaked at $697K in Q4 2024.
  • 28 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.