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First Trust Smith Unconstrained Bond ETF

271 hedge funds and large institutions have $2.44B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 108 increasing their positions, 131 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

26% less funds holding in top 10

Funds holding in top 10: 3425 (-9)

30% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 30

Holders
271
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
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
CAM
251
Creekmur Asset Management
Illinois
$99.2K
FPF
252
First Pacific Financial
Washington
$84.5K
CCM
253
Chilton Capital Management
Texas
$82K
EWM
254
Evolution Wealth Management
Florida
$61.5K
RF
255
Rossby Financial
Florida
$61.2K
PB
256
Pinnacle Bancorp
Nebraska
$45.2K
Bank of Montreal
257
Bank of Montreal
Ontario, Canada
$41.6K
MPW
258
MASECO Private Wealth
$41K
SWP
259
Strategic Wealth Partners
Ohio
$38.9K
WSFS
260
Wilmington Savings Fund Society
Delaware
$23.2K
HBW
261
Hazlett, Burt & Watson
West Virginia
$18K
CIAS
262
CBIZ Investment Advisory Services
Ohio
$15K
MCM
263
MAI Capital Management
Ohio
$13.3K
EWA
264
EverSource Wealth Advisors
Alabama
$9.41K
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
BWM
268
Bernard Wealth Management
Michigan
$2.73K
HFS
269
Hantz Financial Services
Michigan
$2K
Jones Financial Companies
270
Jones Financial Companies
Missouri
$1.89K
CIBC Private Wealth Group
271
CIBC Private Wealth Group
Georgia
$19
FA
272
Fagan Associates
New York
LCM
273
Lunt Capital Management
Utah
SNWA
274
Siligmueller & Norvid Wealth Advisors
Illinois
OCFG
275
O'Connor Financial Group
Illinois