We are live on ! Find out more
UCON icon

First Trust Smith Unconstrained Bond ETF

275 hedge funds and large institutions have $2.73B invested in First Trust Smith Unconstrained Bond ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 133 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 97

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

1.89% more ownership

Funds ownership: 83.04%84.93% (+1.9%)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

4% more capital invested

Capital invested by funds: $2.64B → $2.73B (+$97.4M)

3% less funds holding

Funds holding: 283275 (-8)

Holders
275
Holders Change
-8
Holders Change %
-2.83%
% of All Funds
3.39%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.32%
New
29
Increased
133
Reduced
97
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
276
Cerity Partners
New York
-$9.46M -375,796 Closed
AWM
277
Axxcess Wealth Management
California
-$8.87M -352,225 Closed
RWA
278
Redhawk Wealth Advisors
Minnesota
-$4.82M -191,444 Closed
EFS
279
Econ Financial Services
Pennsylvania
-$4.4M -174,973 Closed
IWM
280
Iams Wealth Management
Nebraska
-$1.25M -49,520 Closed
DAS
281
Diversify Advisory Services
Utah
-$1.21M -48,080 Closed
FFA
282
Fi3 Financial Advisors
Indiana
-$1.03M -40,762 Closed
WWA
283
WCG Wealth Advisors
Nevada
-$353K -14,029 Closed
FFN
284
Focus Financial Network
Minnesota
-$339K -13,486 Closed
TA
285
TFB Advisors
Kansas
-$334K -13,266 Closed
HP
286
Holistic Planning
Texas
-$318K -12,651 Closed
VC
287
Veracity Capital
Georgia
-$282K -11,197 Closed
TI
288
tru Independence
Oregon
-$280K -11,111 Closed
GWM
289
GK Wealth Management
Nevada
-$274K -10,867 Closed
RIA
290
Regal Investment Advisors
Michigan
-$253K -10,036 Closed
FIA
291
Foundations Investment Advisors
Arizona
-$225K -8,940 Closed
PC
292
Payne Capital
Oregon
-$225K -8,925 Closed
NWMG
293
National Wealth Management Group
Ohio
-$222K -8,805 Closed
AWC
294
Adamsbrown Wealth Consultants
Kansas
-$209K -8,292 Closed
MA
295
MONECO Advisors
Connecticut
-$208K -8,247 Closed
CFB
296
Cullen/Frost Bankers
Texas
-$113K -4,499 Closed
Qube Research & Technologies (QRT)
297
Qube Research & Technologies (QRT)
United Kingdom
-$66.4K -2,637 Closed
CCM
298
Chilton Capital Management
Texas
-$45.2K -1,795 Closed
PA
299
Parallel Advisors
California
-$36.2K -1,440 Closed
UBS Group
300
UBS Group
Switzerland
-$29K -1,153 Closed