UCON icon

First Trust Smith Unconstrained Bond ETF

259 hedge funds and large institutions have $2.4B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 124 increasing their positions, 106 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

Holders
259
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$30.9M
2 +$23.3M
3 +$16.2M
4
Morgan Stanley
Morgan Stanley
New York
+$15.5M
5
Osaic Holdings
Osaic Holdings
Arizona
+$8.41M
Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
226
Moloney Securities Asset Management
Missouri
$212K
RFP
227
Root Financial Partners
California
$209K
KF
228
Krilogy Financial
Missouri
$206K
MWA
229
Merkkuri Wealth Advisors
New York
$204K
DFA
230
DHJJ Financial Advisors
Illinois
$147K
EWM
231
Evolution Wealth Management
Florida
$142K
AGWCA
232
Annis Gardner Whiting Capital Advisors
Florida
$140K
HNB
233
Huntington National Bank
Ohio
$133K
SWM
234
Spire Wealth Management
Virginia
$132K
AWM
235
AE Wealth Management
Kansas
$131K
MIFH
236
Migdal Insurance & Financial Holdings
Israel
$103K
FPF
237
First Pacific Financial
Washington
$80.2K
RF
238
Rossby Financial
Florida
$67.5K
Bank of Montreal
239
Bank of Montreal
Ontario, Canada
$61.1K
HBW
240
Hazlett, Burt & Watson
West Virginia
$48K
PB
241
Pinnacle Bancorp
Nebraska
$45.7K
CCM
242
Chilton Capital Management
Texas
$45.2K
MPW
243
MASECO Private Wealth
$41.5K
WSFS
244
Wilmington Savings Fund Society
Delaware
$23.4K
SWP
245
Strategic Wealth Partners
Ohio
$19.9K
UBS Group
246
UBS Group
Switzerland
$19.9K
CAM
247
Creekmur Asset Management
Illinois
$19.5K
GA
248
GoalVest Advisory
New York
$19K
MCM
249
MAI Capital Management
Ohio
$16.7K
CIAS
250
CBIZ Investment Advisory Services
Ohio
$15.3K