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First Trust Smith Unconstrained Bond ETF

283 hedge funds and large institutions have $2.64B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 94 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

31% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 94

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

10% more capital invested

Capital invested by funds: $2.4B → $2.64B (+$235M)

8% more funds holding

Funds holding: 262283 (+21)

2.25% more ownership

Funds ownership: 80.79%83.04% (+2.2%)

Holders
283
Holders Change
+21
Holders Change %
+8.02%
% of All Funds
3.44%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.28%
New
46
Increased
123
Reduced
94
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
226
Goldman Sachs
New York
$247K +$248K +9,825 New
RPGK
227
Retirement Planning Group (Kansas)
Kansas
$247K -$26.5K -1,050 -10%
MFG
228
Merit Financial Group
Georgia
$246K +$246K +9,757 New
TAM
229
Titleist Asset Management
Texas
$244K +$15.6K +620 +7%
ML
230
McAdam LLC
Pennsylvania
$242K -$4.72K -187 -2%
TSS
231
Two Sigma Securities
New York
$238K -$5.47K -217 -2%
OWA
232
Octavia Wealth Advisors
Ohio
$234K -$37.6K -1,490 -14%
CF
233
Claris Financial
Virginia
$225K -$15.1K -599 -6%
FIA
234
Foundations Investment Advisors
Arizona
$225K +$225K +8,940 New
PC
235
Payne Capital
Oregon
$225K +$1.94K +77 +0.9%
NWMG
236
National Wealth Management Group
Ohio
$222K +$8.55K +339 +4%
GWSG
237
GPS Wealth Strategies Group
Colorado
$220K -$2.98M -118,297 -93%
CA
238
Calton & Associates
Florida
$220K -$14.7K -583 -6%
MFA
239
Mayflower Financial Advisors
Massachusetts
$219K
BEI
240
Benjamin Edwards Inc
Missouri
$214K +$214K +8,494 New
AWC
241
Adamsbrown Wealth Consultants
Kansas
$209K +$209K +8,292 New
MA
242
MONECO Advisors
Connecticut
$208K +$208K +8,247 New
KF
243
Krilogy Financial
Missouri
$207K +$933 +37 +0.5%
MWA
244
Merkkuri Wealth Advisors
New York
$206K +$2.4K +95 +1%
TCM
245
Triumph Capital Management
Colorado
$191K +$192K +7,600 New
MWA
246
Medallion Wealth Advisors
Connecticut
$162K
DFA
247
DHJJ Financial Advisors
Illinois
$147K
EWM
248
Evolution Wealth Management
Florida
$142K
AGWCA
249
Annis Gardner Whiting Capital Advisors
Florida
$140K
ECA
250
Elevated Capital Advisors
Utah
$138K +$138K +5,488 New