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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

141 hedge funds and large institutions have $832M invested in First Trust Smith Unconstrained Bond ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 59 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+26
Holders Change %
+22.61%
% of All Funds
2.23%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
40
Increased
59
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$104M
2
Citadel Advisors
2
Citadel Advisors
Florida
$20.2M
3
VWA
3
Visionary Wealth Advisors
Illinois
$15.3M
4
MAM
4
Madison Asset Management
Wisconsin
$14.8M
5
Bank of America
5
Bank of America
North Carolina
$44.2M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$37.6M
2
SMF
2
Sterling Manor Financial
New York
$741K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$9.18M
4
CCA
4
Childress Capital Advisors
Texas
$0
5
BWM
5
BlackDiamond Wealth Management
New York
$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
26
Vicus Capital
Pennsylvania
$9.03M +$9.03M +353,812 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$8.66M +$1.64M +64,230 +23%
Osaic Holdings
28
Osaic Holdings
Arizona
$8.37M +$1.56M +72,048 +23%
Jane Street
29
Jane Street
New York
$8.15M +$8.15M +319,256 New
SWA
30
Stratos Wealth Advisors
Ohio
$7.97M +$4.99M +195,422 +167%
RCAG
31
Rehmann Capital Advisory Group
Michigan
$7.73M +$829K +32,431 +12%
AWM
32
AE Wealth Management
Kansas
$6.88M -$1.58M -61,861 -19%
KAS
33
Kestra Advisory Services
Texas
$6.62M +$6.15M +241,012 +1,307%
CG
34
Colony Group
Massachusetts
$5.82M +$1.22M +47,824 +27%
NCM
35
Northwest Capital Management
Oregon
$5.7M -$379K -14,851 -6%
MML Investors Services
36
MML Investors Services
Massachusetts
$5.53M +$118K +4,623 +2%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$5.45M +$2.36M +92,478 +76%
SPC
38
Sigma Planning Corp
Michigan
$5.18M +$972K +38,068 +23%
CAN
39
Cetera Advisor Networks
California
$5.13M +$2.12M +83,113 +71%
WCFA
40
Walkner Condon Financial Advisors
Wisconsin
$5.12M +$4.11M +160,890 +407%
CPIG
41
Chicago Partners Investment Group
Illinois
$4.98M +$397K +15,923 +9%
AWA
42
Arkadios Wealth Advisors
Georgia
$4.8M +$483K +18,923 +11%
QA
43
Quantitative Advantage
Minnesota
$4.77M -$23.2K -910 -0.5%
SG
44
StoneX Group
New York
$4.72M +$4.18M +163,663 +771%
FAIM
45
Financial Advocates Investment Management
Washington
$4.59M +$114K +4,468 +3%
MA
46
Mutual Advisors
Nebraska
$4.58M +$1.3M +50,822 +40%
RIA
47
Regal Investment Advisors
Michigan
$4.55M +$18.5K +725 +0.4%
AAS
48
Ameritas Advisory Services
Nebraska
$4.13M -$426K -16,676 -9%
ECA
49
Elevated Capital Advisors
Utah
$4.04M +$4.04M +158,380 New
TCM
50
Triumph Capital Management
Colorado
$3.95M +$751K +29,411 +23%
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