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First Trust Smith Unconstrained Bond ETF

282 hedge funds and large institutions have $2.63B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 123 increasing their positions, 94 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
CT
276
Clearstead Trust
Maine
$5.19K
KFAS
277
Keating Financial Advisory Services
Kansas
$4.88K
TAM
278
Tucker Asset Management
Colorado
$4.5K
Jones Financial Companies
279
Jones Financial Companies
Missouri
$3.32K
BWM
280
Bernard Wealth Management
Michigan
$2.77K
BNP Paribas Financial Markets
281
BNP Paribas Financial Markets
France
$2.24K
BC
282
Barrett & Company
Rhode Island
$935
Kovitz Investment Group Partners
283
Kovitz Investment Group Partners
Illinois
AGA
284
Arkos Global Advisors
Texas
GM
285
GeoWealth Management
Illinois
MC
286
McCarthy & Cox
Ohio
IFG
287
Independent Financial Group
California
BRWA
288
B. Riley Wealth Advisors
Florida
BI
289
Bramshill Investments
Florida
CQWA
290
Chokshi & Queen Wealth Advisors
California
TWP
291
Total Wealth Planning
Ohio
PWM
292
Perigon Wealth Management
California
WN
293
Williams & Novak
California
EA
294
Ergawealth Advisors
Illinois
MFA
295
Millington Financial Advisors
Illinois
RF
296
Rossby Financial
Florida
MPW
297
MASECO Private Wealth
GA
298
GoalVest Advisory
New York
MCM
299
MAI Capital Management
Ohio
FFA
300
Founders Financial Alliance
North Carolina