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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

219 hedge funds and large institutions have $1.86B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+8
Holders Change %
+3.79%
% of All Funds
3.17%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
27
Increased
117
Reduced
62
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$70.6M
2
LPL Financial
LPL Financial
California
+$25.4M
3
WWM
Wagner Wealth Management
South Carolina
+$25.1M
4
Bank of America
Bank of America
North Carolina
+$15M
5
APP
Avantax Planning Partners
Iowa
+$14.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$93.1M
2
TWM
Tolleson Wealth Management
Texas
-$19.8M
3
SWA
Stratos Wealth Advisors
Ohio
-$19.7M
4
CFS
CGC Financial Services
Oregon
-$13.4M
5
OWA
Octavia Wealth Advisors
Ohio
-$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
226
Susquehanna International Group
Pennsylvania
– -$681K -27,512 Closed
HWA
227
HCR Wealth Advisors
California
– -$485K -19,616 Closed
AWA
228
Arete Wealth Advisors
Illinois
– -$411K -16,625 Closed
MFA
229
Millington Financial Advisors
Illinois
– -$202K -8,181 Closed
RFG
230
REAP Financial Group
Texas
– -$65.5K -2,648 Closed
ODG
231
O'Dell Group
Ohio
– -$47.7K -1,930 Closed
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
– -$22.2K -896 Closed
GI
233
Gradient Investments
Minnesota
– -$13.5K -545 Closed
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
– -$6.93K -280 Closed
SIS
235
Sound Income Strategies
Florida
– -$5.59K -226 Closed
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