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First Trust Smith Unconstrained Bond ETF
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Overview Fund Activity

268 hedge funds and large institutions have $2.43B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 107 increasing their positions, 128 reducing their positions, and 29 closing their positions.

Holders
268
Holders Change
-14
Holders Change %
-4.96%
% of All Funds
3.6%
Holding in Top 10
25
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-26.47%
% of All Funds
0.34%
New
21
Increased
107
Reduced
128
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HAS
1
HBW Advisory Services
California
$12.4M
2
WAT
2
Wealth Advisory Team
Kentucky
$7.83M
3
SWAG
3
Spectrum Wealth Advisory Group
California
$17M
4
LOIP
4
Live Oak Investment Partners
Texas
$7.38M
5
LIS
5
Legacy Investment Solutions
Idaho
$6.89M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$15.7M
2
WWM
2
Wagner Wealth Management
South Carolina
$20M
3
LPL Financial
3
LPL Financial
California
$277M
4
CJH
4
Christopher J. Hasenberg
Wisconsin
$770K
5
MFA
5
Morling Financial Advisors
California
$420K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$277M 11,116,589 -1,299,723 -10%
Morgan Stanley
2
Morgan Stanley
New York
$179M 7,197,054 -51,645 -0.7%
Wells Fargo
3
Wells Fargo
California
$132M 5,297,031 +189,460 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$101M 4,075,466 +256,154 +7%
Bank of America
5
Bank of America
North Carolina
$93.1M 3,739,437 -451,944 -11%
Ameriprise
6
Ameriprise
Minnesota
$68.6M 2,757,884 +216,742 +9%
HI
7
Harbour Investments
Wisconsin
$66.3M 2,664,732 -669,214 -20%
HighTower Advisors
8
HighTower Advisors
Illinois
$57M 2,290,978 +48,514 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$55M 2,208,213 -533,467 -19%
Raymond James Financial
10
Raymond James Financial
Florida
$48.4M 1,943,922 -18,824 -1%
Truist Financial
11
Truist Financial
North Carolina
$47.3M 1,899,046 +52,106 +3%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$40.1M 1,610,565 -387,806 -19%
Osaic Holdings
13
Osaic Holdings
Arizona
$37.6M 1,523,702 -50,810 -3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$32M 1,285,879 -761,926 -37%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$31.2M 1,255,258 +214,671 +21%
CAG
16
Csenge Advisory Group
Florida
$30.8M 1,246,483 +62,015 +5%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$30.2M 1,215,267 -48,148 -4%
FHC
18
First Heartland Consultants
Missouri
$25.9M 1,041,178 +109,884 +12%
B
19
Bensler
Washington
$23.8M 957,606 +107,543 +13%
IA
20
IFP Advisors
Florida
$23.6M 948,605 +113,986 +14%
DAS
21
Dynamic Advisor Solutions
Arizona
$23.3M 936,102 +14,078 +2%
IWC
22
Integrated Wealth Concepts
Massachusetts
$20.9M 838,239 +27,550 +3%
WWM
23
Wagner Wealth Management
South Carolina
$20M 805,495 -1,410,822 -64%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$19.4M 778,630 +122,030 +19%
Citadel Advisors
25
Citadel Advisors
Florida
$18.8M 756,286 -123,171 -14%
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