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First Trust Smith Unconstrained Bond ETF

271 hedge funds and large institutions have $2.44B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 108 increasing their positions, 131 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

26% less funds holding in top 10

Funds holding in top 10: 3425 (-9)

30% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 30

Holders
271
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
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
AWP
226
Axis Wealth Partners
Rhode Island
$300K
SWGC
227
Summit Wealth Group (Colorado)
Colorado
$294K
SW
228
SteelPeak Wealth
California
$292K
WA
229
Waverly Advisors
Alabama
$283K
OWA
230
Octavia Wealth Advisors
Ohio
$274K
IA
231
Integrity Alliance
Iowa
$256K
ML
232
McAdam LLC
Pennsylvania
$253K
FTUS
233
Flow Traders U.S.
New York
$249K
RFP
234
Root Financial Partners
California
$239K
NWMG
235
National Wealth Management Group
Ohio
$239K
PTC
236
Private Trust Company
Ohio
$238K
OMC
237
Old Mission Capital
Illinois
$235K
CAM
238
Cresset Asset Management
Illinois
$224K
DFA
239
DHJJ Financial Advisors
Illinois
$222K
MFA
240
Mayflower Financial Advisors
Massachusetts
$217K
RA
241
RiverTree Advisors
Florida
$217K
MFA
242
Millington Financial Advisors
Illinois
$210K
MSAM
243
Moloney Securities Asset Management
Missouri
$208K
TAM
244
Titleist Asset Management
Texas
$204K
SWM
245
Spire Wealth Management
Virginia
$140K
TSMHT
246
Thurston Springer Miller Herd & Titak
Indiana
$122K
SS
247
Sunbelt Securities
Texas
$115K
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$114K
MIFH
249
Migdal Insurance & Financial Holdings
Israel
$102K
AWM
250
AE Wealth Management
Kansas
$101K