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First Trust Smith Unconstrained Bond ETF

255 hedge funds and large institutions have $2.51B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 63 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+17
Holders Change %
+7.14%
% of All Funds
3.69%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.35%
New
34
Increased
143
Reduced
63
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
226
Advisory Alpha
Michigan
$225K +$225K +8,955 New
CAM
227
Cresset Asset Management
Illinois
$224K -$83.5K -3,322 -27%
SI
228
Stephens Inc
Arkansas
$215K +$215K +8,547 New
CFG
229
Citizens Financial Group
Rhode Island
$208K +$208K +8,269 New
CB
230
Chris Bulman
California
$205K +$205K +8,166 New
PTC
231
Private Trust Company
Ohio
$196K
SS
232
Sunbelt Securities
Texas
$126K
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$104K +$92K +3,662 +765%
CAS
234
Coppell Advisory Solutions
Texas
$78.8K +$68.3K +2,715 +653%
S
235
SignatureFD
Georgia
$62.8K
TSMHT
236
Thurston Springer Miller Herd & Titak
Indiana
$55.7K +$75 +3 +0.1%
TC
237
Truvestments Capital
Florida
$36.5K +$36.5K +1,454 New
HNB
238
Huntington National Bank
Ohio
$29K -$1.1K
GA
239
GoalVest Advisory
New York
$28.2K +$28.2K +1,123 New
CAL
240
Capital Analysts LLC
Pennsylvania
$25K -$37.9K -1,512 -60%
CAM
241
Creekmur Asset Management
Illinois
$23.4K -$157K -6,245 -87%
WSFS
242
Wilmington Savings Fund Society
Delaware
$20.6K +$20.6K +820 New
CFGS
243
Concourse Financial Group Securities
Alabama
$19.9K +$19.9K +790 New
PA
244
PSI Advisors
Florida
$12.7K -$5.65K -225 -31%
NP
245
NorthRock Partners
Minnesota
$11.6K
OC
246
Oakworth Capital
Alabama
$5.96K
CT
247
Clearstead Trust
Maine
$5.18K
WWP
248
WR Wealth Planners
Missouri
$5.03K
HGERS
249
Householder Group Estate & Retirement Specialist
Arizona
$4K
AF
250
Advisornet Financial
Minnesota
$2.49K