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First Trust Smith Unconstrained Bond ETF

277 hedge funds and large institutions have $2.62B 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, 91 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
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
ML
226
McAdam LLC
Pennsylvania
$242K
TSS
227
Two Sigma Securities
New York
$238K
OWA
228
Octavia Wealth Advisors
Ohio
$234K
CF
229
Claris Financial
Virginia
$225K
FIA
230
Foundations Investment Advisors
Arizona
$225K
PC
231
Payne Capital
Oregon
$225K
NWMG
232
National Wealth Management Group
Ohio
$222K
GWSG
233
GPS Wealth Strategies Group
Colorado
$220K
CA
234
Calton & Associates
Florida
$220K
MFA
235
Mayflower Financial Advisors
Massachusetts
$219K
BEI
236
Benjamin Edwards Inc
Missouri
$214K
AWC
237
Adamsbrown Wealth Consultants
Kansas
$209K
MA
238
MONECO Advisors
Connecticut
$208K
KF
239
Krilogy Financial
Missouri
$207K
MWA
240
Merkkuri Wealth Advisors
New York
$206K
TCM
241
Triumph Capital Management
Colorado
$191K
DFA
242
DHJJ Financial Advisors
Illinois
$147K
EWM
243
Evolution Wealth Management
Florida
$142K
AGWCA
244
Annis Gardner Whiting Capital Advisors
Florida
$140K
ECA
245
Elevated Capital Advisors
Utah
$138K
SWM
246
Spire Wealth Management
Virginia
$132K
PB
247
Pinnacle Bancorp
Nebraska
$122K
CFB
248
Cullen/Frost Bankers
Texas
$113K
RFP
249
Root Financial Partners
California
$107K
MIFH
250
Migdal Insurance & Financial Holdings
Israel
$103K