First Trust Smith Unconstrained Bond ETF
UCON
UCON
211 hedge funds and large institutions have $1.72B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 59 reducing their positions, and 21 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+15
Holders Change %
+7.65%
% of All Funds
3.09%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
37
Increased
109
Reduced
59
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$143M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$68.5M |
| 3 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
+$26.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$22.9M |
| 5 |
EC
EdgeRock Capital
Denver,
Colorado
|
+$20.7M |
Top Sellers
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$11.8M |
| 2 |
Jane Street
New York
|
-$8.05M |
| 3 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$5.7M |
| 4 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$5.57M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$4.63M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
IAP
226
Indie Asset Partners
Carmel,
Indiana
| – | -$217K | -9,074 | Closed |
|
|
IA
227
Inspire Advisors
Meridian,
Idaho
| – | -$217K | -9,062 | Closed |
|
|
CIA
228
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$71.7K | -3,000 | Closed |
|
|
RIA
229
Realta Investment Advisors
Wilmington,
Delaware
| – | -$54.9K | -2,272 | Closed |
|
|
CA
230
Clearstead Advisors
Cleveland,
Ohio
| – | -$4.92K | -206 | Closed |
|
231
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2.65K | -111 | Closed |
|
|
TAM
232
Tucker Asset Management
Littleton,
Colorado
| – | -$1.32K | -55 | Closed |
|