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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

282 hedge funds and large institutions have $2.95B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 140 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-17
Holders Change %
-5.69%
% of All Funds
3.83%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.46%
New
30
Increased
140
Reduced
94
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CJH
Christopher J. Hasenberg
Wisconsin
+$28.4M
2
Wells Fargo
Wells Fargo
California
+$22.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$21.8M
4
GWM
Geneos Wealth Management
Colorado
+$16.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.3M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$38.4M
2
AWM
Apollon Wealth Management
South Carolina
-$23M
3
HI
Harbour Investments
Wisconsin
-$15.9M
4
Bank of America
Bank of America
North Carolina
-$15.7M
5
Ameriprise
Ameriprise
Minnesota
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
276
Bernard Wealth Management
Michigan
$2.72K +$25 +1 +0.9%
AF
277
Advisornet Financial
Minnesota
$2.45K – – –
AF
278
Allworth Financial
California
$2.21K +$2.21K +90 New
CIBC Private Wealth Group
279
CIBC Private Wealth Group
Georgia
$2.1K +$2.1K +85 New
HFS
280
Hantz Financial Services
Michigan
$2K -$17.4K -723 -90%
HCP
281
Hexagon Capital Partners
Arkansas
$1.44K – – –
BNP Paribas Financial Markets
282
BNP Paribas Financial Markets
France
$495 +$347 +14 +233%
NEWAS
283
N.E.W. Advisory Services
Wisconsin
– -$7.22M -292,891 Closed
IAA
284
Independent Advisor Alliance
North Carolina
– -$6.79M -275,431 Closed
MAM
285
Madison Asset Management
Wisconsin
– -$4.64M -188,108 Closed
PSCM
286
Per Stirling Capital Management
Texas
– -$3.72M -151,078 Closed
AA
287
Armis Advisers
Georgia
– -$3.51M -142,295 Closed
CA
288
Clearstead Advisors
Ohio
– -$2.89M -117,436 Closed
CFGS
289
Concourse Financial Group Securities
Alabama
– -$2.74M -111,173 Closed
First Trust Advisors
290
First Trust Advisors
Illinois
– -$1.86M -75,622 Closed
AWA
291
Authentikos Wealth Advisory
California
– -$1.44M -58,306 Closed
PCS
292
Private Client Services
Kentucky
– -$1.2M -48,594 Closed
FFP
293
Freedom Financial Partners
Minnesota
– -$1.12M -45,507 Closed
CW
294
CreativeOne Wealth
Kansas
– -$781K -31,704 Closed
WN
295
Williams & Novak
California
– -$654K -26,535 Closed
HF
296
HRT Financial
New York
– -$607K -24,646 Closed
GM
297
GeoWealth Management
Illinois
– -$366K -14,855 Closed
VC
298
Veracity Capital
Georgia
– -$352K -14,284 Closed
CAS
299
Coppell Advisory Solutions
Texas
– -$321K -13,036 Closed
WIA
300
World Investment Advisors
California
– -$306K -12,395 Closed
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