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First Trust Smith Unconstrained Bond ETF
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Overview Fund Activity

271 hedge funds and large institutions have $2.43B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 107 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-11
Holders Change %
-3.9%
% of All Funds
3.63%
Holding in Top 10
25
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-26.47%
% of All Funds
0.34%
New
21
Increased
107
Reduced
131
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HAS
HBW Advisory Services
California
$12.4M
2
SWAG
Spectrum Wealth Advisory Group
California
$17M
3
LOIP
Live Oak Investment Partners
Texas
$7.38M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$101M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$11.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$15.7M
2
WWM
Wagner Wealth Management
South Carolina
$20M
3
LPL Financial
LPL Financial
California
$277M
4
CJH
Christopher J. Hasenberg
Wisconsin
$770K
5
MFA
Morling Financial Advisors
California
$420K
Name Holding Trade Value Shares
Change 		Shares
Change %
FPF
251
First Pacific Financial
Washington
$84.5K -$7.86M -315,894 -99%
CCM
252
Chilton Capital Management
Texas
$82K +$82K +3,295 New
EWM
253
Evolution Wealth Management
Florida
$61.5K +$61.5K +2,472 New
RF
254
Rossby Financial
Florida
$61.2K – – –
PB
255
Pinnacle Bancorp
Nebraska
$45.2K – – –
Bank of Montreal
256
Bank of Montreal
Ontario, Canada
$41.6K +$41.6K +1,673 New
MPW
257
MASECO Private Wealth
$41K +$41K +1,647 New
SWP
258
Strategic Wealth Partners
Ohio
$38.9K +$38.9K +1,562 New
WSFS
259
Wilmington Savings Fund Society
Delaware
$23.2K – – –
HBW
260
Hazlett, Burt & Watson
West Virginia
$18K +$8.96K +360 +99%
CIAS
261
CBIZ Investment Advisory Services
Ohio
$15K +$125 +5 +0.8%
MCM
262
MAI Capital Management
Ohio
$13.3K +$149 +6 +1%
NP
263
NorthRock Partners
Minnesota
$11.4K – – –
EWA
264
EverSource Wealth Advisors
Alabama
$9.41K +$9.41K +378 New
OC
265
Oakworth Capital
Alabama
$5.9K – – –
CT
266
Clearstead Trust
Maine
$5.13K – – –
BNP Paribas Financial Markets
267
BNP Paribas Financial Markets
France
$3.06K +$2.56K +103 +515%
BWM
268
Bernard Wealth Management
Michigan
$2.74K – – –
HFS
269
Hantz Financial Services
Michigan
$2K – – –
Jones Financial Companies
270
Jones Financial Companies
Missouri
$1.89K +$1.89K +76 New
CIBC Private Wealth Group
271
CIBC Private Wealth Group
Georgia
$19 -$1.6K -84 -99%
FA
272
Fagan Associates
New York
– -$8.79M -355,263 Closed
LCM
273
Lunt Capital Management
Utah
– -$6.33M -255,614 Closed
SNWA
274
Siligmueller & Norvid Wealth Advisors
Illinois
– -$6.24M -251,946 Closed
OCFG
275
O'Connor Financial Group
Illinois
– -$5.88M -237,698 Closed
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