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First Trust Smith Unconstrained Bond ETF

275 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, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 97

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

1.89% more ownership

Funds ownership: 83.04%84.93% (+1.9%)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

4% more capital invested

Capital invested by funds: $2.64B → $2.73B (+$97.4M)

3% less funds holding

Funds holding: 283275 (-8)

Holders
275
Holders Change
-8
Holders Change %
-2.83%
% of All Funds
3.39%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.32%
New
29
Increased
133
Reduced
97
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
251
MAI Capital Management
Ohio
$42.8K +$43.3K +1,726 New
SIS
252
Sound Income Strategies
Florida
$38.9K +$39.4K +1,569 New
AUB
253
Atlantic Union Bankshares
Virginia
$34.2K +$34.7K +1,382 New
WSFS
254
Wilmington Savings Fund Society
Delaware
$23.1K
SWP
255
Strategic Wealth Partners
Ohio
$20K +$226 +9 +1%
Bank of Montreal
256
Bank of Montreal
Ontario, Canada
$19.4K -$35.1K -1,397 -64%
CA
257
Clearstead Advisors
Ohio
$18.9K +$19.1K +762 New
WWM
258
Wolff Wiese Magana
California
$18.2K +$18.5K +735 New
OCWP
259
Owl Creek Wealth Partners
Colorado
$17.4K +$17.6K +701 New
NB
260
NBT Bank
New York
$16.9K +$16.5K +657 +2,628%
SRCM
261
Signature Resources Capital Management
California
$15.5K +$15.7K +624 New
CIAS
262
CBIZ Investment Advisory Services
Ohio
$15.3K +$126 +5 +0.8%
IA
263
IFG Advisory
Georgia
$14.9K +$15.1K +600 New
MAS
264
MPWM Advisory Solutions
Georgia
$10.5K -$865K -34,477 -99%
OC
265
Oakworth Capital
Alabama
$5.87K
TSMHT
266
Thurston Springer Miller Herd & Titak
Indiana
$5.76K +$50 +2 +0.9%
SS
267
Sunbelt Securities
Texas
$5.38K
KFAS
268
Keating Financial Advisory Services
Kansas
$4.8K
BWM
269
Bernard Wealth Management
Michigan
$2.72K
DF
270
Dunhill Financial
United Kingdom
$2.18K +$2.21K +88 New
GJIA
271
Glass Jacobson Investment Advisors
Maryland
$1.86K +$1.88K +75 New
BC
272
Barrett & Company
Rhode Island
$930 +$25 +1 +3%
BNP Paribas Financial Markets
273
BNP Paribas Financial Markets
France
$644 -$1.58K -63 -71%
RG
274
RHL Group
Michigan
$581 -$4.92K -196 -89%
QAM
275
Q3 Asset Management
Michigan
$421 -$37.7K -1,503 -8%