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First Trust Smith Unconstrained Bond ETF

282 hedge funds and large institutions have $2.95B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 140 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
226
Mayflower Financial Advisors
Massachusetts
$333K
EA
227
Ergawealth Advisors
Illinois
$327K
Financial Engines Advisors
228
Financial Engines Advisors
California
$326K
BWP
229
Balboa Wealth Partners
Arizona
$322K
SW
230
SteelPeak Wealth
California
$314K
MA
231
Mutual Advisors
Nebraska
$306K
HWA
232
HCR Wealth Advisors
California
$298K
AWP
233
Axis Wealth Partners
Rhode Island
$287K
AWA
234
Arete Wealth Advisors
Illinois
$286K
AWA
235
Arkadios Wealth Advisors
Georgia
$282K
WA
236
Waverly Advisors
Alabama
$282K
GWA
237
GGM Wealth Advisors
Maryland
$281K
CF
238
Claris Financial
Virginia
$274K
OWA
239
Octavia Wealth Advisors
Ohio
$273K
ML
240
McAdam LLC
Pennsylvania
$265K
CQWA
241
Chokshi & Queen Wealth Advisors
California
$262K
DFA
242
DHJJ Financial Advisors
Illinois
$257K
NWMG
243
National Wealth Management Group
Ohio
$256K
OBWG
244
Onyx Bridge Wealth Group
New York
$249K
FTUS
245
Flow Traders U.S.
New York
$248K
Betterment LLC
246
Betterment LLC
New York
$244K
CCP
247
Clarity Capital Partners
California
$243K
MFA
248
Millington Financial Advisors
Illinois
$227K
WMR
249
Wealth Management Resources
Rhode Island
$225K
GWP
250
Gateway Wealth Partners
Wisconsin
$221K