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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

160 hedge funds and large institutions have $895M invested in First Trust Smith Unconstrained Bond ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 62 reducing their positions, and 13 closing their positions.

Holders
160
Holders Change
+19
Holders Change %
+13.48%
% of All Funds
2.71%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.22%
New
33
Increased
55
Reduced
62
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$117M
2
TWM
2
Tolleson Wealth Management
Texas
$17.5M
3
B
3
Bensler
Washington
$11.2M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$10.9M
5
FPF
5
First Pacific Financial
Washington
$11M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$592K
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$385K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.6M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$28.9M
Name Market Value Shares Shares
Change 		Shares
Change %
LWAC
26
Laurel Wealth Advisors (California)
California
$9.11M 371,723 -89,324 -19%
VC
27
Vicus Capital
Pennsylvania
$8.96M 365,834 +12,022 +3%
LFGH
28
Lee Financial Group Hawaii
Hawaii
$8.19M 334,425 +334,425 New
OWA
29
Octavia Wealth Advisors
Ohio
$7.83M 321,318 +321,318 New
FHC
30
First Heartland Consultants
Missouri
$7.6M 310,376 -56,477 -15%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$7.41M 302,520 +88,906 +42%
RCAG
32
Rehmann Capital Advisory Group
Michigan
$7.32M 298,738 -3,638 -1%
Jane Street
33
Jane Street
New York
$7.23M 294,931 -24,325 -8%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$6.98M 285,257 -53,890 -16%
SPC
35
Sigma Planning Corp
Michigan
$6.43M 262,471 +59,758 +29%
AWM
36
Apollon Wealth Management
South Carolina
$6.32M 258,112 +238,266 +1,201%
FAIM
37
Financial Advocates Investment Management
Washington
$6.21M 253,461 +73,782 +41%
SWA
38
Stratos Wealth Advisors
Ohio
$5.95M 242,725 -69,542 -22%
CPIG
39
Chicago Partners Investment Group
Illinois
$5.18M 207,672 +8,165 +4%
CG
40
Colony Group
Massachusetts
$5.16M 210,644 -17,464 -8%
WCFA
41
Walkner Condon Financial Advisors
Wisconsin
$4.86M 198,177 -2,263 -1%
SG
42
StoneX Group
New York
$4.84M 197,526 +12,632 +7%
AWA
43
Arkadios Wealth Advisors
Georgia
$4.81M 196,189 +8,029 +4%
MML Investors Services
44
MML Investors Services
Massachusetts
$4.77M 194,862 -21,890 -10%
CAN
45
Cetera Advisor Networks
California
$4.63M 188,858 -11,903 -6%
MA
46
Mutual Advisors
Nebraska
$4.45M 181,690 +2,381 +1%
QA
47
Quantitative Advantage
Minnesota
$4.33M 176,752 -10,057 -5%
RIA
48
Regal Investment Advisors
Michigan
$4.3M 175,637 -2,514 -1%
NCM
49
Northwest Capital Management
Oregon
$4.27M 174,378 -48,794 -22%
AWM
50
AE Wealth Management
Kansas
$4.01M 163,717 -105,903 -39%
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