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First Trust Smith Unconstrained Bond ETF

260 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, 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)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
260
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
NWMG
226
National Wealth Management Group
Ohio
$213K
MSAM
227
Moloney Securities Asset Management
Missouri
$212K
RFP
228
Root Financial Partners
California
$209K
KF
229
Krilogy Financial
Missouri
$206K
MWA
230
Merkkuri Wealth Advisors
New York
$204K
DFA
231
DHJJ Financial Advisors
Illinois
$147K
EWM
232
Evolution Wealth Management
Florida
$142K
AGWCA
233
Annis Gardner Whiting Capital Advisors
Florida
$140K
HNB
234
Huntington National Bank
Ohio
$133K
SWM
235
Spire Wealth Management
Virginia
$132K
AWM
236
AE Wealth Management
Kansas
$131K
MIFH
237
Migdal Insurance & Financial Holdings
Israel
$103K
FPF
238
First Pacific Financial
Washington
$80.2K
RF
239
Rossby Financial
Florida
$67.5K
Bank of Montreal
240
Bank of Montreal
Ontario, Canada
$61.1K
HBW
241
Hazlett, Burt & Watson
West Virginia
$48K
PB
242
Pinnacle Bancorp
Nebraska
$45.7K
CCM
243
Chilton Capital Management
Texas
$45.2K
MPW
244
MASECO Private Wealth
$41.5K
WSFS
245
Wilmington Savings Fund Society
Delaware
$23.4K
SWP
246
Strategic Wealth Partners
Ohio
$19.9K
UBS Group
247
UBS Group
Switzerland
$19.9K
CAM
248
Creekmur Asset Management
Illinois
$19.5K
GA
249
GoalVest Advisory
New York
$19K
MCM
250
MAI Capital Management
Ohio
$16.7K