UCON · Insider trading · 13F holders · Congress trades
First Trust TCW unconstrai nedPlus Bond ETF (UCON)
Who is buying and selling UCON: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 68
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
UCON at a glance
- No open-market insider purchases or sales of UCON were filed in the last 90 days.
- 68 13F filers hold UCON among their 50 largest positions, worth $766.0M combined. The biggest bets by portfolio weight are Arch Global Advisors, LLC (8.6%), Nearside Advisors, LLC (7.8%) and Wealth Advisory Team LLC (6.5%). In their latest 13Fs, 0 managers opened a new position and 19 added to one.
- Members of Congress have disclosed 1 UCON trade since 2019, 1 purchase and 0 sales in the past year; the latest was Bill Flores (R-TX), buying $100K–250K on Sep 3, 2019.
- UCON last closed at $24.01 on Oct 30, 2026.
UCON insider trading
No open-market insider purchases or sales of UCON were filed in the last 90 days.
Who owns UCON? Hedge funds and superinvestors
68 13F filers hold UCON among their 50 largest positions, worth $766.0M combined. The biggest bets by portfolio weight are Arch Global Advisors, LLC (8.6%), Nearside Advisors, LLC (7.8%) and Wealth Advisory Team LLC (6.5%). In their latest 13Fs, 0 managers opened a new position and 19 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Harbour Investments, Inc.Wealth manager | 1.4% | $104.4M | 4,197,950 | +1.9% shares | Q2 2026 |
| Trilogy Capital Inc.Wealth manager | 1.5% | $39.7M | 1,671,726 | +6.3% shares | Q3 2026 |
| Csenge Advisory GroupWealth manager | 1.5% | $38.0M | 1,528,668 | +2.6% shares | Q2 2026 |
| IFP Advisors, IncWealth manager | 0.6% | $36.5M | 1,538,154 | +36.2% shares | Q3 2026 |
| Cyndeo Wealth Partners, LLCWealth manager | 1.0% | $22.2M | 934,030 | +7.0% shares | Q3 2026 |
| EdgeRock Capital LLCWealth manager | 4.8% | $21.0M | 842,625 | +6.6% shares | Q2 2026 |
| Arch Global Advisors, LLCWealth manager | 8.6% | $20.7M | 871,934 | +11.3% shares | Q3 2026 |
| Walkner Condon Financial Advisors LLCWealth manager | 2.3% | $20.1M | 806,300 | +9.0% shares | Q2 2026 |
| Wagner Wealth Management, LLCWealth manager | 3.5% | $19.9M | 837,809 | -2.5% shares | Q3 2026 |
| Dynamic Advisor Solutions LLCWealth manager | 0.6% | $19.7M | 830,800 | +1.8% shares | Q3 2026 |
| Earned Wealth Advisors, LLCWealth manager | 1.3% | $19.7M | 792,030 | +24.3% shares | Q2 2026 |
| TruWealth Advisors, LLCWealth manager | 0.9% | $19.2M | 774,486 | -2.7% shares | Q1 2026 |
| Capital Investment Advisory Services, LLCWealth manager | 1.2% | $18.8M | 756,295 | -7.0% shares | Q2 2026 |
| Spartan Wealth Advisory Services LLCWealth manager | 1.3% | $15.9M | 637,466 | +1.7% shares | Q2 2026 |
| Navalign, LLCWealth manager | 3.6% | $15.4M | 620,228 | +3.6% shares | Q2 2026 |
| First Heartland Consultants, Inc.Wealth manager | 1.0% | $15.3M | 646,312 | +11.9% shares | Q3 2026 |
| Collaborative Wealth Managment Inc.Wealth manager | 6.3% | $15.0M | 604,554 | +6.5% shares | Q2 2026 |
| Visionary Wealth AdvisorsWealth manager | 0.6% | $14.7M | 590,042 | -10.8% shares | Q2 2026 |
| Smartleaf Asset Management LLCInstitutional asset manager | 0.5% | $14.5M | 580,959 | +0.0% shares | Q2 2026 |
| Etesian Wealth Advisors, Inc.Wealth manager | 3.7% | $12.6M | 532,131 | -0.8% shares | Q3 2026 |
| Western Wealth Management, LLCWealth manager | 0.4% | $11.3M | 455,724 | -8.4% shares | Q2 2026 |
| Rehmann Capital Advisory GroupWealth manager | 0.5% | $11.1M | 445,374 | -3.0% shares | Q2 2026 |
| Nearside Advisors, LLCWealth manager | 7.8% | $10.9M | 460,071 | — | Q3 2026 |
| Darwin Wealth Management, LLCWealth manager | 2.9% | $10.7M | 428,366 | +2.8% shares | Q2 2026 |
| Prasad Wealth Partners, LLCWealth manager | 2.4% | $10.1M | 407,632 | +2.2% shares | Q2 2026 |
| Mach-1 Financial Group, LLCWealth manager | 3.9% | $10.1M | 404,016 | -0.2% shares | Q2 2026 |
| Fairway Financial, LLCWealth manager | 6.2% | $9.8M | 414,586 | +170.7% shares | Q3 2026 |
| Gateway Wealth Partners, LLCWealth manager | 0.5% | $9.0M | 362,821 | -47.4% shares | Q2 2026 |
| Appalachian Capital Management LtdWealth manager | 6.3% | $8.7M | 367,333 | +1.4% shares | Q3 2026 |
| Live Oak Investment PartnersWealth manager | 4.6% | $8.5M | 357,130 | +0.4% shares | Q3 2026 |
The 30 largest of 68 positions, by value. Each manager counts with its latest 13F (Q3 2026: 35, Q2 2026: 31, Q1 2026: 2). Screen UCON in the grand portfolio →
UCON stock trades by members of Congress
Members of Congress have disclosed 1 UCON trade since 2019, 1 purchase and 0 sales in the past year; the latest was Bill Flores (R-TX), buying $100K–250K on Sep 3, 2019.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Oct 7, 2019 | Bill FloresR-TX · House | Buy | $100K–250K | Sep 3, 2019 | -7.3% |
UCON questions and answers
Are insiders buying UCON stock?
No open-market insider purchases or sales of UCON were filed in the last 90 days.
Which hedge funds own UCON?
68 13F filers hold UCON among their 50 largest positions, worth $766.0M combined. The biggest bets by portfolio weight are Arch Global Advisors, LLC (8.6%), Nearside Advisors, LLC (7.8%) and Wealth Advisory Team LLC (6.5%). In their latest 13Fs, 0 managers opened a new position and 19 added to one.
Has Congress traded UCON?
Members of Congress have disclosed 1 UCON trade since 2019, 1 purchase and 0 sales in the past year; the latest was Bill Flores (R-TX), buying $100K–250K on Sep 3, 2019.
Who is the largest holder of UCON?
Among 13F filers, Harbour Investments, Inc. reports the largest UCON position, $104.4M (4,197,950 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Arch Global Advisors, LLC's: 8.6% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.