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First Trust Smith Unconstrained Bond ETF

275 hedge funds and large institutions have $2.73B invested in First Trust Smith Unconstrained Bond ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 133 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 97

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

1.89% more ownership

Funds ownership: 83.04%84.93% (+1.9%)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

4% more capital invested

Capital invested by funds: $2.64B → $2.73B (+$97.4M)

3% less funds holding

Funds holding: 283275 (-8)

Holders
275
Holders Change
-8
Holders Change %
-2.83%
% of All Funds
3.39%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.32%
New
29
Increased
133
Reduced
97
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
26
Cyndeo Wealth Partners
Florida
$20.8M +$1.66M +66,244 +9%
CIAS
27
Capital Investment Advisory Services
North Carolina
$20.2M +$1.47M +58,375 +8%
KPWS
28
Kestra Private Wealth Services
Texas
$19.9M +$2.2M +87,767 +12%
EC
29
EdgeRock Capital
Colorado
$19.6M +$2.73M +108,661 +16%
SWP
30
Stratos Wealth Partners
Ohio
$19.4M +$2.44M +97,034 +14%
TA
31
TruWealth Advisors
Louisiana
$19.2M -$540K -21,504 -3%
DAS
32
Dynamic Advisor Solutions
Arizona
$19.1M +$295K +11,759 +2%
MML Investors Services
33
MML Investors Services
Massachusetts
$19M -$1.73M -69,012 -8%
CFS
34
Commonwealth Financial Services
West Virginia
$19M +$1.4M +55,846 +8%
WCFA
35
Walkner Condon Financial Advisors
Wisconsin
$18.3M +$1.8M +71,685 +11%
GWP
36
Gateway Wealth Partners
Wisconsin
$17.1M +$9.51M +379,005 +122%
VWA
37
Visionary Wealth Advisors
Illinois
$16.4M -$358K -14,265 -2%
CPA
38
Capital Performance Advisors
California
$15.8M +$1.62M +64,489 +11%
GWM
39
Geneos Wealth Management
Colorado
$15.7M +$4.9M +195,297 +44%
SWASL
40
Spartan Wealth Advisory Services LLC
Michigan
$15.5M +$15.7M +626,701 New
AGA
41
Arch Global Advisors
New York
$15.5M +$15.7M +624,974 New
JP Morgan Chase
42
JP Morgan Chase
New York
$14.9M -$12.8M -510,727 -46%
NL
43
Navalign LLC
California
$14.8M +$468K +18,655 +3%
EH
44
Equitable Holdings
New York
$14.5M +$2.19M +87,109 +18%
SAM
45
Smartleaf Asset Management
Massachusetts
$14.3M +$2.54M +101,196 +21%
FHC
46
First Heartland Consultants
Missouri
$14.1M -$2.05M -81,588 -12%
CWM
47
Collaborative Wealth Management
Florida
$14.1M +$8.56M +341,030 +150%
EWA
48
Etesian Wealth Advisors
Oregon
$14M +$89.8K +3,579 +0.6%
PAG
49
Private Advisor Group
New Jersey
$13M +$107K +4,252 +0.8%
CPIG
50
Chicago Partners Investment Group
Illinois
$12.7M +$516K +20,574 +4%