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First Trust Smith Unconstrained Bond ETF

283 hedge funds and large institutions have $2.64B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 94 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

31% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 94

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

10% more capital invested

Capital invested by funds: $2.4B → $2.64B (+$235M)

8% more funds holding

Funds holding: 262283 (+21)

2.25% more ownership

Funds ownership: 80.79%83.04% (+2.2%)

Holders
283
Holders Change
+21
Holders Change %
+8.02%
% of All Funds
3.44%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.28%
New
46
Increased
123
Reduced
94
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
276
Sunbelt Securities
Texas
$5.46K
CT
277
Clearstead Trust
Maine
$5.19K
KFAS
278
Keating Financial Advisory Services
Kansas
$4.88K +$4.89K +194 New
TAM
279
Tucker Asset Management
Colorado
$4.5K
Jones Financial Companies
280
Jones Financial Companies
Missouri
$3.32K +$3.33K +132 New
BWM
281
Bernard Wealth Management
Michigan
$2.77K
BNP Paribas Financial Markets
282
BNP Paribas Financial Markets
France
$2.24K
BC
283
Barrett & Company
Rhode Island
$935 +$933 +37 New
Kovitz Investment Group Partners
284
Kovitz Investment Group Partners
Illinois
-$3.69M -146,623 Closed
AGA
285
Arkos Global Advisors
Texas
-$2.46M -97,603 Closed
GM
286
GeoWealth Management
Illinois
-$1.29M -51,255 Closed
MC
287
McCarthy & Cox
Ohio
-$1.14M -45,225 Closed
IFG
288
Independent Financial Group
California
-$1.1M -43,816 Closed
BRWA
289
B. Riley Wealth Advisors
Florida
-$963K -38,245 Closed
BI
290
Bramshill Investments
Florida
-$756K -30,000 Closed
CQWA
291
Chokshi & Queen Wealth Advisors
California
-$465K -18,472 Closed
TWP
292
Total Wealth Planning
Ohio
-$443K -17,605 Closed
PWM
293
Perigon Wealth Management
California
-$421K -16,733 Closed
WN
294
Williams & Novak
California
-$345K -13,701 Closed
EA
295
Ergawealth Advisors
Illinois
-$323K -12,810 Closed
MFA
296
Millington Financial Advisors
Illinois
-$217K -8,577 Closed
RF
297
Rossby Financial
Florida
-$67.5K -2,673 Closed
MPW
298
MASECO Private Wealth
-$41.5K -1,647 Closed
GA
299
GoalVest Advisory
New York
-$19K -753 Closed
MCM
300
MAI Capital Management
Ohio
-$16.7K -665 Closed