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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

299 hedge funds and large institutions have $2.79B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 141 increasing their positions, 87 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+44
Holders Change %
+17.25%
% of All Funds
3.98%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
60
Increased
141
Reduced
87
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$295M
2
Bank of America
2
Bank of America
North Carolina
$119M
3
Wells Fargo
3
Wells Fargo
California
$104M
4
UBS Group
4
UBS Group
Switzerland
$217M
5
HI
5
Harbour Investments
Wisconsin
$98M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$0
2
PGWM
2
Pitti Group Wealth Management
New York
$0
3
CJH
3
Christopher J. Hasenberg
Wisconsin
$3.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.02M
5
M1FG
5
Mach-1 Financial Group
Arkansas
$782K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWP
251
Axis Wealth Partners
Rhode Island
$254K +$254K +10,297 New
Susquehanna International Group
252
Susquehanna International Group
Pennsylvania
$253K -$2.58M -104,790 -91%
PWA
253
PCG Wealth Advisors
Kansas
$248K +$248K +10,050 New
OBWG
254
Onyx Bridge Wealth Group
New York
$248K -$1.93M -78,354 -89%
CG
255
CFO4Life Group
Texas
$236K -$287K -11,656 -55%
FA
256
Fermata Advisors
California
$234K -$19.8K -804 -8%
GS
257
GTS Securities
New York
$233K -$606K -24,599 -72%
CF
258
Centaurus Financial
California
$232K +$232K +9,401 New
QCIG
259
Quad-Cities Investment Group
Iowa
$225K +$225K +9,129 New
OWM
260
OneAscent Wealth Management
Alabama
$219K -$64.7K -2,627 -23%
ECA
261
Elevated Capital Advisors
Utah
$214K -$1.71M -69,513 -89%
BEI
262
Benjamin Edwards Inc
Missouri
$212K +$212K +8,578 New
WMR
263
Wealth Management Resources
Rhode Island
$211K +$211K +8,555 New
CFG
264
Citizens Financial Group
Rhode Island
$206K +$2.44K +99 +1%
CAM
265
Cresset Asset Management
Illinois
$205K -$14.7K -595 -7%
BCI
266
Brinker Capital Investments
Pennsylvania
$201K -$71.4K -2,895 -26%
OPS
267
Orion Portfolio Solutions
Nebraska
$201K -$71.4K -2,895 -26%
S
268
SignatureFD
Georgia
$147K +$85.3K +3,460 +138%
SS
269
Sunbelt Securities
Texas
$115K -$8.38K -340 -7%
PTC
270
Private Trust Company
Ohio
$93.2K -$99.2K -4,026 -52%
Northwestern Mutual Wealth Management
271
Northwestern Mutual Wealth Management
Wisconsin
$88.5K -$13.5K -549 -13%
SWM
272
Spire Wealth Management
Virginia
$70.6K +$69.3K +2,811 +5,304%
PNC Financial Services Group
273
PNC Financial Services Group
Pennsylvania
$67.9K +$67.9K +2,754 New
TSMHT
274
Thurston Springer Miller Herd & Titak
Indiana
$66.1K +$11.4K +463 +21%
PB
275
Pinnacle Bancorp
Nebraska
$44.8K +$44.8K +1,816 New
9 10
11
12 13