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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

238 hedge funds and large institutions have $2.1B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 129 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
3.46%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.29%
New
42
Increased
129
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$49M
2
LPL Financial
2
LPL Financial
California
$198M
3
Ameriprise
3
Ameriprise
Minnesota
$23.9M
4
MFA
4
Morling Financial Advisors
California
$21.4M
5
Wells Fargo
5
Wells Fargo
California
$22.5M

Top Sellers

1
FAIM
1
Financial Advocates Investment Management
Washington
$0
2
AWA
2
Arkadios Wealth Advisors
Georgia
$338K
3
APP
3
Avantax Planning Partners
Iowa
$9.54M
4
FA
4
Fermata Advisors
California
$408K
5
LFG
5
Larson Financial Group
Missouri
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$11.7K -$16.9K -690 -59%
CP
227
Castleview Partners
Texas
$11.6K +$11.6K +475 New
NP
228
NorthRock Partners
Minnesota
$11.2K – – –
CAS
229
Coppell Advisory Solutions
Texas
$10.2K +$10.2K +416 New
OC
230
Oakworth Capital
Alabama
$5.8K +$5.8K +237 New
CT
231
Clearstead Trust
Maine
$5.04K – – –
WWP
232
WR Wealth Planners
Missouri
$4.89K +$4.89K +200 New
HGERS
233
Householder Group Estate & Retirement Specialist
Arizona
$4K – – –
FHC
234
First Heartland Consultants
Missouri
$2.64K -$11.8K -481,382 -82%
AF
235
Advisornet Financial
Minnesota
$2.42K -$2.49K -102 -51%
TAM
236
Tucker Asset Management
Colorado
$2.35K +$513 +21 +28%
HCP
237
Hexagon Capital Partners
Arkansas
$1.42K – – –
HNB
238
Huntington National Bank
Ohio
$1.1K -$1.11K – –
BNP Paribas Financial Markets
239
BNP Paribas Financial Markets
France
$171 -$928 -38 -84%
FAIM
240
Financial Advocates Investment Management
Washington
– -$14.8M -600,605 Closed
PAG
241
Private Advisory Group
Washington
– -$2.51M -102,155 Closed
GAG
242
Goodman Advisory Group
Massachusetts
– -$1.59M -64,639 Closed
AWA
243
Authentikos Wealth Advisory
California
– -$1.56M -63,345 Closed
ARC
244
Advisor Resource Council
Texas
– -$1.13M -45,771 Closed
BBA
245
Braun-Bostich & Associates
Pennsylvania
– -$1.01M -41,103 Closed
IGWM
246
ICA Group Wealth Management
Colorado
– -$425K -17,285 Closed
TNBTD
247
Trustmark National Bank Trust Department
Mississippi
– -$258K -10,484 Closed
FTUS
248
Flow Traders U.S.
New York
– -$246K -10,000 Closed
LSA
249
Lion Street Advisors
Texas
– -$222K -8,957 Closed
HSA
250
HBK Sorce Advisory
Pennsylvania
– -$207K -8,434 Closed
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