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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

282 hedge funds and large institutions have $2.95B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 140 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-17
Holders Change %
-5.69%
% of All Funds
3.83%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.46%
New
30
Increased
140
Reduced
94
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CJH
Christopher J. Hasenberg
Wisconsin
+$28.4M
2
Wells Fargo
Wells Fargo
California
+$22.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$21.8M
4
GWM
Geneos Wealth Management
Colorado
+$16.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.3M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$38.4M
2
AWM
Apollon Wealth Management
South Carolina
-$23M
3
HI
Harbour Investments
Wisconsin
-$15.9M
4
Bank of America
Bank of America
North Carolina
-$15.7M
5
Ameriprise
Ameriprise
Minnesota
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
251
Private Trust Company
Ohio
$217K +$123K +4,971 +132%
CAM
252
Cresset Asset Management
Illinois
$204K -$1.68K -68 -0.8%
MSAM
253
Moloney Securities Asset Management
Missouri
$204K +$204K +8,259 New
OWM
254
OneAscent Wealth Management
Alabama
$202K -$18.2K -735 -8%
AWM
255
AE Wealth Management
Kansas
$147K -$736K -29,747 -83%
S
256
SignatureFD
Georgia
$134K -$13.9K -560 -9%
SWM
257
Spire Wealth Management
Virginia
$125K +$54.5K +2,204 +77%
TSMHT
258
Thurston Springer Miller Herd & Titak
Indiana
$121K +$54.2K +2,189 +82%
MIFH
259
Migdal Insurance & Financial Holdings
Israel
$101K +$101K +4,080 New
SS
260
Sunbelt Securities
Texas
$75.8K -$39.7K -1,604 -34%
PNC Financial Services Group
261
PNC Financial Services Group
Pennsylvania
$75.1K +$6.93K +280 +10%
RF
262
Rossby Financial
Florida
$60.6K +$60.6K +2,460 New
PB
263
Pinnacle Bancorp
Nebraska
$44.9K – – –
TC
264
Truvestments Capital
Florida
$27.6K – – –
WSFS
265
Wilmington Savings Fund Society
Delaware
$23K +$817 +33 +4%
CAM
266
Creekmur Asset Management
Illinois
$21.2K – – –
CIAS
267
CBIZ Investment Advisory Services
Ohio
$14.8K +$14.8K +596 New
MCM
268
MAI Capital Management
Ohio
$13K +$13K +527 New
ANBT
269
American National Bank & Trust
Texas
$12.1K +$12.1K +488 New
LRWM
270
Lord & Richards Wealth Management
Colorado
$11.4K +$11.4K +461 New
NP
271
NorthRock Partners
Minnesota
$11.4K – – –
HBW
272
Hazlett, Burt & Watson
West Virginia
$9K -$3K -121 -25%
OC
273
Oakworth Capital
Alabama
$5.87K – – –
CT
274
Clearstead Trust
Maine
$5.1K – – –
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$4.75K -$84.2K -3,400 -95%
9 10
11
12 13