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First Trust Smith Unconstrained Bond ETF
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Overview Fund Activity

268 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, 128 reducing their positions, and 29 closing their positions.

Holders
268
Holders Change
-14
Holders Change %
-4.96%
% of All Funds
3.6%
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
128
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HAS
1
HBW Advisory Services
California
$12.4M
2
WAT
2
Wealth Advisory Team
Kentucky
$7.83M
3
SWAG
3
Spectrum Wealth Advisory Group
California
$17M
4
LOIP
4
Live Oak Investment Partners
Texas
$7.38M
5
LIS
5
Legacy Investment Solutions
Idaho
$6.89M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$15.7M
2
WWM
2
Wagner Wealth Management
South Carolina
$20M
3
LPL Financial
3
LPL Financial
California
$277M
4
CJH
4
Christopher J. Hasenberg
Wisconsin
$770K
5
MFA
5
Morling Financial Advisors
California
$420K
Name Market Value Shares Shares
Change 		Shares
Change %
AG
276
AlTi Global
New York
– – -66,420 Closed
Goldman Sachs
277
Goldman Sachs
New York
– – -46,038 Closed
AF
278
Apollon Financial
South Carolina
– – -34,450 Closed
VCM
279
Virtue Capital Management
Tennessee
– – -27,785 Closed
BAM
280
Bellevue Asset Management
Washington
– – -22,567 Closed
IAP
281
Indie Asset Partners
Indiana
– – -16,840 Closed
TC
282
TownSquare Capital
Utah
– – -15,530 Closed
BWP
283
Balboa Wealth Partners
Arizona
– – -13,017 Closed
AWA
284
Arete Wealth Advisors
Illinois
– – -11,564 Closed
CF
285
Claris Financial
Virginia
– – -11,105 Closed
CCP
286
Clarity Capital Partners
California
– – -9,819 Closed
WMR
287
Wealth Management Resources
Rhode Island
– – -9,089 Closed
GWP
288
Gateway Wealth Partners
Wisconsin
– – -8,912 Closed
OWM
289
OneAscent Wealth Management
Alabama
– – -8,153 Closed
S
290
SignatureFD
Georgia
– – -5,400 Closed
PNC Financial Services Group
291
PNC Financial Services Group
Pennsylvania
– – -3,034 Closed
TC
292
Truvestments Capital
Florida
– – -1,114 Closed
ANBT
293
American National Bank & Trust
Texas
– – -488 Closed
LRWM
294
Lord & Richards Wealth Management
Colorado
– – -461 Closed
AF
295
Advisornet Financial
Minnesota
– – -99 Closed
AF
296
Allworth Financial
California
– – -90 Closed
HCP
297
Hexagon Capital Partners
Arkansas
– – -58 Closed
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