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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

271 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, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-11
Holders Change %
-3.9%
% of All Funds
3.63%
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
131
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HAS
HBW Advisory Services
California
+$11M
2
SWAG
Spectrum Wealth Advisory Group
California
+$7.53M
3
LOIP
Live Oak Investment Partners
Texas
+$7.38M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.38M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$5.44M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$212M
2
WWM
Wagner Wealth Management
South Carolina
-$35.1M
3
LPL Financial
LPL Financial
California
-$32.4M
4
CJH
Christopher J. Hasenberg
Wisconsin
-$31.5M
5
MFA
Morling Financial Advisors
California
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMFG
276
Sumitomo Mitsui Financial Group
Japan
– -$5.21M -210,426 Closed
SOS
277
Silver Oak Securities
Tennessee
– -$2.57M -103,566 Closed
SIM
278
Synergy Investment Management
Florida
– -$1.88M -75,982 Closed
AG
279
AlTi Global
New York
– -$1.64M -66,420 Closed
Goldman Sachs
280
Goldman Sachs
New York
– -$1.14M -46,038 Closed
AF
281
Apollon Financial
South Carolina
– -$853K -34,450 Closed
VCM
282
Virtue Capital Management
Tennessee
– -$688K -27,785 Closed
BAM
283
Bellevue Asset Management
Washington
– -$559K -22,567 Closed
IAP
284
Indie Asset Partners
Indiana
– -$417K -16,840 Closed
TC
285
TownSquare Capital
Utah
– -$384K -15,530 Closed
BWP
286
Balboa Wealth Partners
Arizona
– -$322K -13,017 Closed
AWA
287
Arete Wealth Advisors
Illinois
– -$286K -11,564 Closed
CF
288
Claris Financial
Virginia
– -$274K -11,105 Closed
CCP
289
Clarity Capital Partners
California
– -$243K -9,819 Closed
WMR
290
Wealth Management Resources
Rhode Island
– -$225K -9,089 Closed
GWP
291
Gateway Wealth Partners
Wisconsin
– -$221K -8,912 Closed
OWM
292
OneAscent Wealth Management
Alabama
– -$202K -8,153 Closed
S
293
SignatureFD
Georgia
– -$134K -5,400 Closed
PNC Financial Services Group
294
PNC Financial Services Group
Pennsylvania
– -$75.1K -3,034 Closed
TC
295
Truvestments Capital
Florida
– -$27.6K -1,114 Closed
ANBT
296
American National Bank & Trust
Texas
– -$12.1K -488 Closed
LRWM
297
Lord & Richards Wealth Management
Colorado
– -$11.4K -461 Closed
AF
298
Advisornet Financial
Minnesota
– -$2.45K -99 Closed
AF
299
Allworth Financial
California
– -$2.21K -90 Closed
HCP
300
Hexagon Capital Partners
Arkansas
– -$1.44K -58 Closed
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