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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

299 hedge funds and large institutions have $2.79B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 141 increasing their positions, 87 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+44
Holders Change %
+17.25%
% of All Funds
3.98%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
60
Increased
141
Reduced
87
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$295M
2
Bank of America
2
Bank of America
North Carolina
$119M
3
Wells Fargo
3
Wells Fargo
California
$104M
4
UBS Group
4
UBS Group
Switzerland
$217M
5
HI
5
Harbour Investments
Wisconsin
$98M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$0
2
PGWM
2
Pitti Group Wealth Management
New York
$0
3
CJH
3
Christopher J. Hasenberg
Wisconsin
$3.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.02M
5
M1FG
5
Mach-1 Financial Group
Arkansas
$782K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
226
Merkkuri Wealth Advisors
New York
$376K -$54.5K -2,209 -13%
GM
227
GeoWealth Management
Illinois
$366K +$74 +3 +0%
BFG
228
Berger Financial Group
Minnesota
$365K -$45.3K -1,838 -11%
AWA
229
Arkadios Wealth Advisors
Georgia
$363K -$19.3K -784 -5%
HA
230
Huntleigh Advisors
Missouri
$360K +$360K +14,607 New
VC
231
Veracity Capital
Georgia
$352K +$352K +14,284 New
AWA
232
Arete Wealth Advisors
Illinois
$344K -$24.2K -981 -7%
SA
233
Sanctuary Advisors
Indiana
$337K -$24.2K -979 -7%
MFA
234
Mayflower Financial Advisors
Massachusetts
$332K +$332K +13,455 New
HS
235
Horan Securities
United States
$325K -$6.68K -271 -2%
Financial Engines Advisors
236
Financial Engines Advisors
California
$324K +$2.71K +110 +0.8%
CAS
237
Coppell Advisory Solutions
Texas
$321K +$244K +9,905 +316%
CB
238
Chris Bulman
California
$317K +$116K +4,712 +58%
MA
239
Mutual Advisors
Nebraska
$310K -$3.35M -135,565 -92%
SW
240
SteelPeak Wealth
California
$308K -$22.6K -916 -7%
ML
241
McAdam LLC
Pennsylvania
$306K +$35.1K +1,424 +13%
WIA
242
World Investment Advisors
California
$306K +$40.2K +1,629 +15%
AAP
243
Arax Advisory Partners
Colorado
$284K +$284K +11,540 New
GWA
244
GGM Wealth Advisors
Maryland
$281K -$47.5K -1,925 -14%
CF
245
Claris Financial
Virginia
$274K +$274K +11,105 New
NWMG
246
National Wealth Management Group
Ohio
$273K +$20.3K +824 +8%
GWP
247
Gateway Wealth Partners
Wisconsin
$260K -$191K -7,749 -42%
CQWA
248
Chokshi & Queen Wealth Advisors
California
$258K +$258K +10,474 New
DFA
249
DHJJ Financial Advisors
Illinois
$256K – – –
FTUS
250
Flow Traders U.S.
New York
$256K +$256K +10,370 New
8 9
10
11 12