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First Trust Smith Unconstrained Bond ETF

271 hedge funds and large institutions have $2.44B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 108 increasing their positions, 131 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

26% less funds holding in top 10

Funds holding in top 10: 3425 (-9)

30% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 30

Holders
271
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMFG
276
Sumitomo Mitsui Financial Group
Japan
SOS
277
Silver Oak Securities
Tennessee
SIM
278
Synergy Investment Management
Florida
AG
279
AlTi Global
New York
Goldman Sachs
280
Goldman Sachs
New York
AF
281
Apollon Financial
South Carolina
VCM
282
Virtue Capital Management
Tennessee
BAM
283
Bellevue Asset Management
Washington
IAP
284
Indie Asset Partners
Indiana
TC
285
TownSquare Capital
Utah
BWP
286
Balboa Wealth Partners
Arizona
AWA
287
Arete Wealth Advisors
Illinois
CF
288
Claris Financial
Virginia
CCP
289
Clarity Capital Partners
California
WMR
290
Wealth Management Resources
Rhode Island
GWP
291
Gateway Wealth Partners
Wisconsin
OWM
292
OneAscent Wealth Management
Alabama
S
293
SignatureFD
Georgia
PNC Financial Services Group
294
PNC Financial Services Group
Pennsylvania
TC
295
Truvestments Capital
Florida
ANBT
296
American National Bank & Trust
Texas
LRWM
297
Lord & Richards Wealth Management
Colorado
NP
298
NorthRock Partners
Minnesota
AF
299
Advisornet Financial
Minnesota
AF
300
Allworth Financial
California