SEC 13F Intelligence

Cambridge Investment Research Advisors, Inc. / UCON

Cambridge Investment Research Advisors, Inc.’s First Tr Exchng Traded Fd Vi Position

Does Cambridge Investment Research Advisors, Inc. own First Tr Exchng Traded Fd Vi (UCON)? Yes997.5K shares worth $25M (+0.06% of its 13F portfolio) as of Q1 2026, up from 822.6K shares the prior filed quarter.

Position Value
$25M
Q1 2026
Shares
997.5K
% of Portfolio
+0.06%
Quarters Held
30
currently held

Position History UCON

Reported value by quarter
Q4 ’18: $838,000Q4 ’18Q1 ’19: $26MQ2 ’19: $25MQ3 ’19: $1MQ4 ’19: $1MQ4 ’19Q1 ’20: $1MQ2 ’20: $975,000Q3 ’20: $1MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $8MQ3 ’21: $12MQ4 ’21: $12MQ4 ’21Q1 ’22: $9MQ2 ’22: $16MQ3 ’22: $14MQ4 ’22: $11MQ4 ’22Q1 ’23: $12MQ2 ’23: $9MQ3 ’23: $11MQ4 ’23: $11MQ4 ’23Q1 ’24: $15MQ2 ’24: $25MQ3 ’24: $27MQ4 ’24: $23MQ4 ’24Q1 ’25: $26MQ2 ’25: $31MQ3 ’25: $20MQ4 ’25: $21MQ4 ’25Q1 ’26: $25Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026997.5K$25M+0.06%
Q4 2025822.6K$21M+0.05%
Q3 2025776.3K$20M+0.05%
Q2 20251.26M$31M+0.10%
Q1 20251.04M$26M+0.09%
Q4 2024931.7K$23M+0.08%
Q3 20241.05M$27M+0.09%
Q2 20241.01M$25M+0.09%
Q1 2024619.3K$15M+0.06%
Q4 2023463.7K$11M+0.05%
Q3 2023443.7K$11M+0.05%
Q2 2023356.3K$9M+0.04%
Q1 2023489.2K$12M+0.06%
Q4 2022437.6K$11M+0.05%
Q3 2022597.3K$14M+0.08%
Q2 2022656.4K$16M+0.09%
Q1 2022359.4K$9M+0.04%
Q4 2021466.7K$12M+0.06%
Q3 2021451.2K$12M+0.06%
Q2 2021313.8K$8M+0.04%
Q1 202172.6K$2M+0.01%
Q4 202070.1K$2M+0.01%
Q3 202054.5K$1M+0.01%
Q2 202037.9K$975,000+0.01%
Q1 202059.4K$1M+0.01%
Q4 201955.5K$1M+0.01%
Q3 201941.3K$1M+0.01%
Q2 2019969.4K$25M+0.23%
Q1 20191.01M$26M+0.24%
Q4 201833.7K$838,000+0.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cambridge Investment Research Advisors, Inc.’s full portfolio or all institutional holders of UCON.