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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

271 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, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-11
Holders Change %
-3.9%
% of All Funds
3.63%
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
131
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HAS
HBW Advisory Services
California
$12.4M
2
SWAG
Spectrum Wealth Advisory Group
California
$17M
3
LOIP
Live Oak Investment Partners
Texas
$7.38M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$101M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$11.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$15.7M
2
WWM
Wagner Wealth Management
South Carolina
$20M
3
LPL Financial
LPL Financial
California
$277M
4
CJH
Christopher J. Hasenberg
Wisconsin
$770K
5
MFA
Morling Financial Advisors
California
$420K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWP
226
Axis Wealth Partners
Rhode Island
$300K +$12.1K +486 +4%
SWGC
227
Summit Wealth Group (Colorado)
Colorado
$294K +$294K +11,793 New
SW
228
SteelPeak Wealth
California
$292K -$23.6K -948 -7%
WA
229
Waverly Advisors
Alabama
$283K – – –
OWA
230
Octavia Wealth Advisors
Ohio
$274K -$448 -18 -0.2%
IA
231
Integrity Alliance
Iowa
$256K -$312K -12,522 -55%
ML
232
McAdam LLC
Pennsylvania
$253K -$14.1K -565 -5%
FTUS
233
Flow Traders U.S.
New York
$249K – – –
RFP
234
Root Financial Partners
California
$239K -$366K -14,694 -60%
PTC
235
Private Trust Company
Ohio
$238K +$20.3K +817 +9%
OMC
236
Old Mission Capital
Illinois
$235K -$5.34M -214,491 -96%
CAM
237
Cresset Asset Management
Illinois
$224K +$18.8K +757 +9%
DFA
238
DHJJ Financial Advisors
Illinois
$222K -$36.3K -1,460 -14%
MFA
239
Mayflower Financial Advisors
Massachusetts
$217K -$118K -4,750 -35%
RA
240
RiverTree Advisors
Florida
$217K -$149K -5,998 -41%
MFA
241
Millington Financial Advisors
Illinois
$210K -$19.6K -791 -9%
MSAM
242
Moloney Securities Asset Management
Missouri
$208K +$2.04K +82 +1%
TAM
243
Titleist Asset Management
Texas
$204K +$204K +8,195 New
SWM
244
Spire Wealth Management
Virginia
$140K +$13.4K +538 +11%
TSMHT
245
Thurston Springer Miller Herd & Titak
Indiana
$122K +$498 +20 +0.4%
SS
246
Sunbelt Securities
Texas
$115K +$39.5K +1,604 +52%
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$114K +$109K +4,396 +2,290%
MIFH
248
Migdal Insurance & Financial Holdings
Israel
$102K – – –
AWM
249
AE Wealth Management
Kansas
$101K -$46.5K -1,867 -32%
CAM
250
Creekmur Asset Management
Illinois
$99.2K +$77.9K +3,131 +366%
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