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First Trust Smith Unconstrained Bond ETF

253 hedge funds and large institutions have $2.35B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 121 increasing their positions, 103 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

24% less funds holding in top 10

Funds holding in top 10: 2519 (-6)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

Holders
253
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$31.2M
2 +$23.4M
3 +$16.3M
4
Morgan Stanley
Morgan Stanley
New York
+$15.6M
5
Osaic Holdings
Osaic Holdings
Arizona
+$8.43M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
Evolution Wealth Management
Florida
$142K
AGWCA
227
Annis Gardner Whiting Capital Advisors
Florida
$140K
HNB
228
Huntington National Bank
Ohio
$133K
SWM
229
Spire Wealth Management
Virginia
$132K
AWM
230
AE Wealth Management
Kansas
$131K
MIFH
231
Migdal Insurance & Financial Holdings
Israel
$103K
FPF
232
First Pacific Financial
Washington
$80.2K
RF
233
Rossby Financial
Florida
$67.5K
Bank of Montreal
234
Bank of Montreal
Ontario, Canada
$61.1K
HBW
235
Hazlett, Burt & Watson
West Virginia
$48K
PB
236
Pinnacle Bancorp
Nebraska
$45.7K
CCM
237
Chilton Capital Management
Texas
$45.2K
MPW
238
MASECO Private Wealth
$41.5K
WSFS
239
Wilmington Savings Fund Society
Delaware
$23.4K
SWP
240
Strategic Wealth Partners
Ohio
$19.9K
UBS Group
241
UBS Group
Switzerland
$19.9K
CAM
242
Creekmur Asset Management
Illinois
$19.5K
GA
243
GoalVest Advisory
New York
$19K
MCM
244
MAI Capital Management
Ohio
$16.7K
CIAS
245
CBIZ Investment Advisory Services
Ohio
$15.3K
FFA
246
Founders Financial Alliance
North Carolina
$11.8K
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$9.39K
OC
248
Oakworth Capital
Alabama
$5.97K
SS
249
Sunbelt Securities
Texas
$5.47K
CT
250
Clearstead Trust
Maine
$5.19K