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First Trust Smith Unconstrained Bond ETF

280 hedge funds and large institutions have $2.63B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 122 increasing their positions, 94 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
226
Retirement Planning Group (Kansas)
Kansas
$247K
MFG
227
Merit Financial Group
Georgia
$246K
TAM
228
Titleist Asset Management
Texas
$244K
ML
229
McAdam LLC
Pennsylvania
$242K
TSS
230
Two Sigma Securities
New York
$238K
OWA
231
Octavia Wealth Advisors
Ohio
$234K
CF
232
Claris Financial
Virginia
$225K
FIA
233
Foundations Investment Advisors
Arizona
$225K
PC
234
Payne Capital
Oregon
$225K
NWMG
235
National Wealth Management Group
Ohio
$222K
GWSG
236
GPS Wealth Strategies Group
Colorado
$220K
CA
237
Calton & Associates
Florida
$220K
MFA
238
Mayflower Financial Advisors
Massachusetts
$219K
BEI
239
Benjamin Edwards Inc
Missouri
$214K
AWC
240
Adamsbrown Wealth Consultants
Kansas
$209K
MA
241
MONECO Advisors
Connecticut
$208K
KF
242
Krilogy Financial
Missouri
$207K
MWA
243
Merkkuri Wealth Advisors
New York
$206K
TCM
244
Triumph Capital Management
Colorado
$191K
DFA
245
DHJJ Financial Advisors
Illinois
$147K
EWM
246
Evolution Wealth Management
Florida
$142K
AGWCA
247
Annis Gardner Whiting Capital Advisors
Florida
$140K
ECA
248
Elevated Capital Advisors
Utah
$138K
SWM
249
Spire Wealth Management
Virginia
$132K
PB
250
Pinnacle Bancorp
Nebraska
$122K