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 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

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

Wealth Enhancement Advisory Services's UCON Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 25% in Q2 2026, selling an estimated $159K and leaving 18,987 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #2741.

Wealth Enhancement Advisory Services first reported a position in UCON in Q4 2023 and has held it in 10 quarters since. The position peaked at $697K in Q4 2024. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

Wealth Enhancement Advisory Services held 18,987 shares of First Trust Smith Unconstrained Bond ETF worth $471K as of Q2 2026.
Wealth Enhancement Advisory Services sold 6,369 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $159K.
First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2741 holding.
Wealth Enhancement Advisory Services first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2023 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's First Trust Smith Unconstrained Bond ETF position peaked at $697K in Q4 2024.
273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.