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First Trust Smith Unconstrained Bond ETF
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Overview Fund Activity

269 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, 129 reducing their positions, and 29 closing their positions.

Holders
269
Holders Change
-13
Holders Change %
-4.61%
% of All Funds
3.61%
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
129
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HAS
1
HBW Advisory Services
California
$12.4M
2
SWAG
2
Spectrum Wealth Advisory Group
California
$17M
3
LOIP
3
Live Oak Investment Partners
Texas
$7.38M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$101M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$11.1M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$15.7M
2
WWM
2
Wagner Wealth Management
South Carolina
$20M
3
LPL Financial
3
LPL Financial
California
$277M
4
CJH
4
Christopher J. Hasenberg
Wisconsin
$770K
5
MFA
5
Morling Financial Advisors
California
$420K
Name Market Value Shares Shares
Change 		Shares
Change %
PNC
26
Park National Corp
Ohio
$18.5M 743,574 -140,751 -16%
CWP
27
Cyndeo Wealth Partners
Florida
$18.5M 743,443 +7,356 +1%
TA
28
TruWealth Advisors
Louisiana
$18.2M 731,742 +778 +0.1%
CFS
29
Commonwealth Financial Services
West Virginia
$17.2M 692,946 -21,329 -3%
SWAG
30
Spectrum Wealth Advisory Group
California
$17M 683,331 +302,458 +79%
CIAS
31
Capital Investment Advisory Services
North Carolina
$16.7M 670,798 +6,163 +0.9%
GWM
32
Geneos Wealth Management
Colorado
$16.5M 663,387 -267,421 -29%
KPWS
33
Kestra Private Wealth Services
Texas
$16.4M 660,003 -42,982 -6%
EC
34
EdgeRock Capital
Colorado
$16.3M 656,393 -26,646 -4%
LFG
35
Larson Financial Group
Missouri
$16M 641,901 -91,580 -12%
VWA
36
Visionary Wealth Advisors
Illinois
$15.9M 638,582 +58,993 +10%
UBS Group
37
UBS Group
Switzerland
$15.7M 629,157 -8,503,376 -93%
Stifel Financial
38
Stifel Financial
Missouri
$14.6M 587,966 +6,844 +1%
Renaissance Technologies
39
Renaissance Technologies
New York
$14.3M 573,233 +62,833 +12%
Jane Street
40
Jane Street
New York
$14.2M 571,257 -25,125 -4%
NL
41
Navalign LLC
California
$13.6M 546,058 -27,869 -5%
HIW
42
Holos Integrated Wealth
Pennsylvania
$13.2M 529,816 -6,246 -1%
KAS
43
Kestra Advisory Services
Texas
$13M 522,902 +664 +0.1%
EWA
44
Etesian Wealth Advisors
Oregon
$12.6M 507,151 +50,779 +11%
HAS
45
HBW Advisory Services
California
$12.4M 389,311 +344,889 +776%
CPIG
46
Chicago Partners Investment Group
Illinois
$11.7M 470,634 +11,567 +3%
WCFA
47
Walkner Condon Financial Advisors
Wisconsin
$11.6M 467,120 -22,682 -5%
Cerity Partners
48
Cerity Partners
New York
$11.5M 462,516 -17,984 -4%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$11.1M 447,389 +218,574 +96%
PAG
50
Private Advisor Group
New Jersey
$10.9M 439,861 -32,343 -7%
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