We are live on ! Find out more
UCON icon

First Trust Smith Unconstrained Bond ETF

262 hedge funds and large institutions have $2.4B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 125 increasing their positions, 106 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 106

2% less capital invested

Capital invested by funds: $2.44B → $2.4B (-$38.8M)

1.03% less ownership

Funds ownership: 81.82%80.79% (-1%)

5% less funds holding

Funds holding: 275262 (-13)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
262
Holders Change
-13
Holders Change %
-4.73%
% of All Funds
3.44%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
16
Increased
125
Reduced
106
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GA
251
GoalVest Advisory
New York
$19K +$18.8K +753 New
MCM
252
MAI Capital Management
Ohio
$16.7K +$3.3K +132 +25%
CIAS
253
CBIZ Investment Advisory Services
Ohio
$15.3K +$150 +6 +1%
FFA
254
Founders Financial Alliance
North Carolina
$11.8K +$11.7K +467 New
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$9.39K -$105K -4,215 -92%
OC
256
Oakworth Capital
Alabama
$5.97K
SS
257
Sunbelt Securities
Texas
$5.47K -$111K -4,448 -95%
CT
258
Clearstead Trust
Maine
$5.19K
TAM
259
Tucker Asset Management
Colorado
$4.51K -$50 -2 -1%
BWM
260
Bernard Wealth Management
Michigan
$2.77K
BNP Paribas Financial Markets
261
BNP Paribas Financial Markets
France
$2.24K -$849 -34 -28%
HFS
262
Hantz Financial Services
Michigan
$2K
TWC
263
TD Waterhouse Canada
Ontario, Canada
$580 +$575 +23 New
Citadel Advisors
264
Citadel Advisors
Florida
-$18.8M -756,286 Closed
Jane Street
265
Jane Street
New York
-$14.2M -571,257 Closed
M1FG
266
Mach-1 Financial Group
Arkansas
-$9.06M -363,819 Closed
SIM
267
Stratos Investment Management
Ohio
-$5.51M -221,271 Closed
SCM
268
Sollinda Capital Management
Florida
-$2.3M -92,374 Closed
RA
269
RFG Advisory
Alabama
-$831K -33,399 Closed
AAP
270
Arax Advisory Partners
Colorado
-$767K -30,819 Closed
GS
271
GTS Securities
New York
-$481K -19,325 Closed
BIG
272
Brookwood Investment Group
Arizona
-$430K -17,273 Closed
VC
273
Vicus Capital
Pennsylvania
-$427K -17,159 Closed
EC
274
Elequin Capital
New York
-$392K -15,763 Closed
BI
275
Beckerman Institutional
New Jersey
-$374K -15,007 Closed