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First Trust Smith Unconstrained Bond ETF

262 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 16 funds opening new positions, 125 increasing their positions, 106 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 106

2% less capital invested

Capital invested by funds: $2.44B → $2.4B (-$38.8M)

1.03% less ownership

Funds ownership: 81.82%80.79% (-1%)

5% less funds holding

Funds holding: 275262 (-13)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
262
Holders Change
-13
Holders Change %
-4.73%
% of All Funds
3.44%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
16
Increased
125
Reduced
106
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
226
Millington Financial Advisors
Illinois
$217K +$2.37K +95 +1%
NWMG
227
National Wealth Management Group
Ohio
$213K -$28.1K -1,126 -12%
MSAM
228
Moloney Securities Asset Management
Missouri
$212K +$2.15K +86 +1%
RFP
229
Root Financial Partners
California
$209K -$32.9K -1,315 -14%
KF
230
Krilogy Financial
Missouri
$206K +$204K +8,184 New
MWA
231
Merkkuri Wealth Advisors
New York
$204K -$172K -6,882 -46%
MWA
232
Medallion Wealth Advisors
Connecticut
$162K
DFA
233
DHJJ Financial Advisors
Illinois
$147K -$77.2K -3,090 -35%
EWM
234
Evolution Wealth Management
Florida
$142K +$79K +3,163 +128%
AGWCA
235
Annis Gardner Whiting Capital Advisors
Florida
$140K +$139K +5,573 New
HNB
236
Huntington National Bank
Ohio
$133K
SWM
237
Spire Wealth Management
Virginia
$132K -$9.44K -378 -7%
AWM
238
AE Wealth Management
Kansas
$131K +$28.5K +1,142 +28%
MIFH
239
Migdal Insurance & Financial Holdings
Israel
$103K
FPF
240
First Pacific Financial
Washington
$80.2K -$5.32K -213 -6%
RF
241
Rossby Financial
Florida
$67.5K +$5.32K +213 +9%
Bank of Montreal
242
Bank of Montreal
Ontario, Canada
$61.1K +$18.8K +753 +45%
HBW
243
Hazlett, Burt & Watson
West Virginia
$48K +$30K +1,200 +166%
PB
244
Pinnacle Bancorp
Nebraska
$45.7K
CCM
245
Chilton Capital Management
Texas
$45.2K -$37.5K -1,500 -46%
MPW
246
MASECO Private Wealth
$41.5K
WSFS
247
Wilmington Savings Fund Society
Delaware
$23.4K
SWP
248
Strategic Wealth Partners
Ohio
$19.9K -$19.3K -772 -49%
UBS Group
249
UBS Group
Switzerland
$19.9K -$15.7M -628,367 -100%
CAM
250
Creekmur Asset Management
Illinois
$19.5K -$80.3K -3,214 -81%