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First Trust Smith Unconstrained Bond ETF

274 hedge funds and large institutions have $2.73B invested in First Trust Smith Unconstrained Bond ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 133 increasing their positions, 96 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
226
Octavia Wealth Advisors
Ohio
$226K
CF
227
Claris Financial
Virginia
$223K
MFA
228
Mayflower Financial Advisors
Massachusetts
$216K
KF
229
Krilogy Financial
Missouri
$207K
MWA
230
Merkkuri Wealth Advisors
New York
$205K
BEI
231
Benjamin Edwards Inc
Missouri
$204K
SWGC
232
Summit Wealth Group (Colorado)
Colorado
$202K
EWM
233
Evolution Wealth Management
Florida
$175K
AGWCA
234
Annis Gardner Whiting Capital Advisors
Florida
$157K
MWA
235
Medallion Wealth Advisors
Connecticut
$157K
PB
236
Pinnacle Bancorp
Nebraska
$152K
DFA
237
DHJJ Financial Advisors
Illinois
$145K
SWM
238
Spire Wealth Management
Virginia
$131K
ECA
239
Elevated Capital Advisors
Utah
$126K
HHCP
240
Hilton Head Capital Partners
South Carolina
$100K
MIFH
241
Migdal Insurance & Financial Holdings
Israel
$76.3K
HBW
242
Hazlett, Burt & Watson
West Virginia
$69K
Jones Financial Companies
243
Jones Financial Companies
Missouri
$66.7K
RFP
244
Root Financial Partners
California
$59.7K
FPF
245
First Pacific Financial
Washington
$56.4K
IAIM
246
International Assets Investment Management
Florida
$56.3K
GSEP
247
Golden State Equity Partners
California
$55.2K
TCM
248
TD Capital Management
Tennessee
$47.5K
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$42.9K
MCM
250
MAI Capital Management
Ohio
$42.8K