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First Trust Smith Unconstrained Bond ETF

258 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, 105 reducing their positions, and 23 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)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

Holders
258
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 +$31.2M
2 +$23.4M
3 +$16.3M
4
Morgan Stanley
Morgan Stanley
New York
+$15.6M
5
Osaic Holdings
Osaic Holdings
Arizona
+$8.43M
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
226
Root Financial Partners
California
$209K
KF
227
Krilogy Financial
Missouri
$206K
MWA
228
Merkkuri Wealth Advisors
New York
$204K
DFA
229
DHJJ Financial Advisors
Illinois
$147K
EWM
230
Evolution Wealth Management
Florida
$142K
AGWCA
231
Annis Gardner Whiting Capital Advisors
Florida
$140K
HNB
232
Huntington National Bank
Ohio
$133K
SWM
233
Spire Wealth Management
Virginia
$132K
AWM
234
AE Wealth Management
Kansas
$131K
MIFH
235
Migdal Insurance & Financial Holdings
Israel
$103K
FPF
236
First Pacific Financial
Washington
$80.2K
RF
237
Rossby Financial
Florida
$67.5K
Bank of Montreal
238
Bank of Montreal
Ontario, Canada
$61.1K
HBW
239
Hazlett, Burt & Watson
West Virginia
$48K
PB
240
Pinnacle Bancorp
Nebraska
$45.7K
CCM
241
Chilton Capital Management
Texas
$45.2K
MPW
242
MASECO Private Wealth
$41.5K
WSFS
243
Wilmington Savings Fund Society
Delaware
$23.4K
SWP
244
Strategic Wealth Partners
Ohio
$19.9K
UBS Group
245
UBS Group
Switzerland
$19.9K
CAM
246
Creekmur Asset Management
Illinois
$19.5K
GA
247
GoalVest Advisory
New York
$19K
MCM
248
MAI Capital Management
Ohio
$16.7K
CIAS
249
CBIZ Investment Advisory Services
Ohio
$15.3K
FFA
250
Founders Financial Alliance
North Carolina
$11.8K