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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

299 hedge funds and large institutions have $2.79B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 141 increasing their positions, 87 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+44
Holders Change %
+17.25%
% of All Funds
3.98%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
60
Increased
141
Reduced
87
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$295M
2
Bank of America
2
Bank of America
North Carolina
$119M
3
Wells Fargo
3
Wells Fargo
California
$104M
4
UBS Group
4
UBS Group
Switzerland
$217M
5
HI
5
Harbour Investments
Wisconsin
$98M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$0
2
PGWM
2
Pitti Group Wealth Management
New York
$0
3
CJH
3
Christopher J. Hasenberg
Wisconsin
$3.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.02M
5
M1FG
5
Mach-1 Financial Group
Arkansas
$782K
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
276
Castleview Partners
Texas
$36.8K +$36.8K +1,493 New
GIA
277
GHP Investment Advisors
Colorado
$31K +$31K +1,257 New
TC
278
Truvestments Capital
Florida
$27.5K -$8.38K -340 -23%
HNB
279
Huntington National Bank
Ohio
$27.4K -$29K – –
CAL
280
Capital Analysts LLC
Pennsylvania
$25K – – –
WSFS
281
Wilmington Savings Fund Society
Delaware
$22.1K +$1.92K +78 +10%
CAM
282
Creekmur Asset Management
Illinois
$21.1K -$1.9K -77 -8%
HFS
283
Hantz Financial Services
Michigan
$20K +$20K +806 New
GA
284
GoalVest Advisory
New York
$16.3K -$11.4K -462 -41%
PA
285
PSI Advisors
Florida
$12.4K – – –
HBW
286
Hazlett, Burt & Watson
West Virginia
$12K +$12K +484 New
NP
287
NorthRock Partners
Minnesota
$11.3K – – –
TAM
288
Tucker Asset Management
Colorado
$7.67K +$5.25K +213 +217%
OC
289
Oakworth Capital
Alabama
$5.84K – – –
HNW
290
High Note Wealth
Minnesota
$5.35K +$5.35K +217 New
CT
291
Clearstead Trust
Maine
$5.08K – – –
WWP
292
WR Wealth Planners
Missouri
$4.93K – – –
BWM
293
Bernard Wealth Management
Michigan
$2.68K +$2.68K +109 New
AF
294
Advisornet Financial
Minnesota
$2.44K – – –
CFS
295
CGC Financial Services
Oregon
$1.82K -$735K -29,823 -100%
HCP
296
Hexagon Capital Partners
Arkansas
$1.43K – – –
NS
297
NBC Securities
Alabama
$1.28K -$1.22M -48,519 -100%
EWA
298
EverSource Wealth Advisors
Alabama
$1.23K – – –
BNP Paribas Financial Markets
299
BNP Paribas Financial Markets
France
$148 -$1.09K -44 -88%
Fidelity Investments
300
Fidelity Investments
Massachusetts
$99 -$99 -4 -50%
9 10 11
12
13