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First Trust Smith Unconstrained Bond ETF

275 hedge funds and large institutions have $2.73B invested in First Trust Smith Unconstrained Bond ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 133 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 97

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

1.89% more ownership

Funds ownership: 83.04%84.93% (+1.9%)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

4% more capital invested

Capital invested by funds: $2.64B → $2.73B (+$97.4M)

3% less funds holding

Funds holding: 283275 (-8)

Holders
275
Holders Change
-8
Holders Change %
-2.83%
% of All Funds
3.39%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.32%
New
29
Increased
133
Reduced
97
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ML
226
McAdam LLC
Pennsylvania
$226K -$12.1K -482 -5%
OWA
227
Octavia Wealth Advisors
Ohio
$226K -$4.32K -172 -2%
CF
228
Claris Financial
Virginia
$223K +$954 +38 +0.4%
MFA
229
Mayflower Financial Advisors
Massachusetts
$216K
KF
230
Krilogy Financial
Missouri
$207K +$1.51K +60 +0.7%
MWA
231
Merkkuri Wealth Advisors
New York
$205K +$2.21K +88 +1%
BEI
232
Benjamin Edwards Inc
Missouri
$204K -$6.83K -272 -3%
SWGC
233
Summit Wealth Group (Colorado)
Colorado
$202K -$46.9K -1,867 -19%
EWM
234
Evolution Wealth Management
Florida
$175K +$35.8K +1,428 +25%
AGWCA
235
Annis Gardner Whiting Capital Advisors
Florida
$157K +$19.7K +783 +14%
MWA
236
Medallion Wealth Advisors
Connecticut
$157K -$3.01K -120 -2%
PB
237
Pinnacle Bancorp
Nebraska
$152K +$31.8K +1,265 +26%
DFA
238
DHJJ Financial Advisors
Illinois
$145K
SWM
239
Spire Wealth Management
Virginia
$131K +$1.21K +48 +0.9%
ECA
240
Elevated Capital Advisors
Utah
$126K -$9.71K -387 -7%
HHCP
241
Hilton Head Capital Partners
South Carolina
$100K
MIFH
242
Migdal Insurance & Financial Holdings
Israel
$76.3K -$25.1K -1,000 -25%
HBW
243
Hazlett, Burt & Watson
West Virginia
$69K
Jones Financial Companies
244
Jones Financial Companies
Missouri
$66.7K +$64.8K +2,582 +1,956%
RFP
245
Root Financial Partners
California
$59.7K -$46.2K -1,840 -43%
FPF
246
First Pacific Financial
Washington
$56.4K -$23.7K -944 -29%
IAIM
247
International Assets Investment Management
Florida
$56.3K
GSEP
248
Golden State Equity Partners
California
$55.2K +$56K +2,230 New
TCM
249
TD Capital Management
Tennessee
$47.5K +$527 +21 +1%
Northwestern Mutual Wealth Management
250
Northwestern Mutual Wealth Management
Wisconsin
$42.9K +$35.4K +1,410 +438%