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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
-17
Holders Change %
-5.69%
% of All Funds
3.83%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.46%
New
30
Increased
140
Reduced
94
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFA
226
Mayflower Financial Advisors
Massachusetts
$333K
EA
227
Ergawealth Advisors
Illinois
$327K -$97.8K -3,953 -23%
Financial Engines Advisors
228
Financial Engines Advisors
California
$326K +$248 +10 +0.1%
BWP
229
Balboa Wealth Partners
Arizona
$322K -$511K -20,627 -61%
SW
230
SteelPeak Wealth
California
$314K +$4.7K +190 +2%
MA
231
Mutual Advisors
Nebraska
$306K -$3.97K -161 -1%
HWA
232
HCR Wealth Advisors
California
$298K +$298K +12,053 New
AWP
233
Axis Wealth Partners
Rhode Island
$287K +$31.8K +1,284 +12%
AWA
234
Arete Wealth Advisors
Illinois
$286K -$59K -2,387 -17%
AWA
235
Arkadios Wealth Advisors
Georgia
$282K -$81.8K -3,305 -22%
WA
236
Waverly Advisors
Alabama
$282K +$282K +11,386 New
GWA
237
GGM Wealth Advisors
Maryland
$281K
CF
238
Claris Financial
Virginia
$274K
OWA
239
Octavia Wealth Advisors
Ohio
$273K -$161K -6,513 -37%
ML
240
McAdam LLC
Pennsylvania
$265K -$42.4K -1,712 -14%
CQWA
241
Chokshi & Queen Wealth Advisors
California
$262K +$2.77K +112 +1%
DFA
242
DHJJ Financial Advisors
Illinois
$257K
NWMG
243
National Wealth Management Group
Ohio
$256K -$17.5K -706 -6%
OBWG
244
Onyx Bridge Wealth Group
New York
$249K +$718 +29 +0.3%
FTUS
245
Flow Traders U.S.
New York
$248K -$9.18K -370 -4%
Betterment LLC
246
Betterment LLC
New York
$244K +$244K +9,840 New
CCP
247
Clarity Capital Partners
California
$243K -$220K -8,889 -48%
MFA
248
Millington Financial Advisors
Illinois
$227K +$227K +9,273 New
WMR
249
Wealth Management Resources
Rhode Island
$225K +$13.2K +534 +6%
GWP
250
Gateway Wealth Partners
Wisconsin
$221K -$40.1K -1,622 -15%