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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

171 hedge funds and large institutions have $1.02B invested in First Trust Smith Unconstrained Bond ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 56 reducing their positions, and 7 closing their positions.

Holders
171
Holders Change
+11
Holders Change %
+6.88%
% of All Funds
2.96%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.29%
New
20
Increased
77
Reduced
56
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$32.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$145M
3
Truist Financial
3
Truist Financial
North Carolina
$17.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.6M
5
UBS Group
5
UBS Group
Switzerland
$25.4M

Top Sellers

1
FPF
1
First Pacific Financial
Washington
$1.15M
2
MAM
2
Madison Asset Management
Wisconsin
$5.8M
3
Bank of America
3
Bank of America
North Carolina
$41.8M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$25.2M
5
FFA
5
Fi3 Financial Advisors
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LWAC
26
Laurel Wealth Advisors (California)
California
$10M 419,844 +48,121 +13%
RA
27
RiverTree Advisors
Florida
$9.86M 413,893 +18,789 +5%
SPC
28
Sigma Planning Corp
Michigan
$9.76M 409,877 +147,406 +56%
PGWM
29
Pitti Group Wealth Management
New York
$9.59M 402,682 -6,765 -2%
VC
30
Vicus Capital
Pennsylvania
$8.75M 367,525 +1,691 +0.5%
QA
31
Quantitative Advantage
Minnesota
$8.71M 365,445 +188,693 +107%
AWA
32
Arkadios Wealth Advisors
Georgia
$8.63M 362,100 +165,911 +85%
HSA
33
HBK Sorce Advisory
Pennsylvania
$8.6M 361,018 +345,307 +2,198%
SI
34
Stephens Inc
Arkansas
$8.29M 348,084 -78,936 -18%
OWA
35
Octavia Wealth Advisors
Ohio
$8.02M 336,695 +15,377 +5%
FAIM
36
Financial Advocates Investment Management
Washington
$7.94M 333,509 +80,048 +32%
Jane Street
37
Jane Street
New York
$7.82M 328,331 +33,400 +11%
RCAG
38
Rehmann Capital Advisory Group
Michigan
$7.49M 314,543 +15,805 +5%
WCFA
39
Walkner Condon Financial Advisors
Wisconsin
$7.41M 310,960 +112,783 +57%
CAN
40
Cetera Advisor Networks
California
$6.82M 286,404 +97,546 +52%
SG
41
StoneX Group
New York
$6.41M 269,188 +71,662 +36%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$6.29M 264,171 -21,086 -7%
AWM
43
Apollon Wealth Management
South Carolina
$6.2M 260,345 +2,233 +0.9%
Citadel Advisors
44
Citadel Advisors
Florida
$5.9M 247,783 +223,601 +925%
MIAN
45
Mariner Independent Advisor Network
Kansas
$5.84M 245,258 +217,435 +781%
MAM
46
Madison Asset Management
Wisconsin
$5.8M 243,425 -293,503 -55%
CPIG
47
Chicago Partners Investment Group
Illinois
$5.55M 233,666 +25,994 +13%
MML Investors Services
48
MML Investors Services
Massachusetts
$4.85M 203,660 +8,798 +5%
BWM
49
BlackDiamond Wealth Management
New York
$4.46M 188,263 +138,146 +276%
MA
50
Mutual Advisors
Nebraska
$4.39M 184,088 +2,398 +1%
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