UCON icon

First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

184 hedge funds and large institutions have $1.2B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 59 reducing their positions, and 23 closing their positions.

Holders
184
Holders Change
–
Holders Change %
0%
% of All Funds
2.9%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
26
Increased
89
Reduced
59
Closed
23
Calls
–
Puts
$321K
Net Calls
-$321K
Net Calls Change
-$321K

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$17.5M
2
UBS Group
2
UBS Group
Switzerland
$44.7M
3
SW
3
SlateStone Wealth
Florida
$11.9M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$9.74M
5
CAG
5
Csenge Advisory Group
Florida
$24.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$92.4M
2
PVI
2
Pine Valley Investments
New Jersey
$1.85M
3
AWM
3
AE Wealth Management
Kansas
$9.39M
4
Jane Street
4
Jane Street
New York
$50.6M
5
CFD
5
Creative Financial Designs
Indiana
$84.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
GPWA
26
Great Point Wealth Advisors
Massachusetts
$11.3M -$317K -13,124 -3%
OWA
27
Octavia Wealth Advisors
Ohio
$11.2M +$682K +28,229 +7%
CAN
28
Cetera Advisor Networks
California
$11M +$52.2K +2,159 +0.5%
AWA
29
Arkadios Wealth Advisors
Georgia
$10.5M +$825K +34,122 +8%
FAIM
30
Financial Advocates Investment Management
Washington
$10.4M -$229K -9,454 -2%
AWM
31
Apollon Wealth Management
South Carolina
$10.1M +$2.94M +121,740 +41%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$9.74M +$8.31M +344,011 +585%
HSA
33
HBK Sorce Advisory
Pennsylvania
$9.44M +$971K +40,159 +11%
AWM
34
AE Wealth Management
Kansas
$9.39M -$13.5M -557,639 -59%
PGWM
35
Pitti Group Wealth Management
New York
$9.07M -$107K -4,434 -1%
RCAG
36
Rehmann Capital Advisory Group
Michigan
$9.02M +$1.32M +54,716 +17%
WI
37
Wintrust Investments
Illinois
$8.9M +$1.37M +56,768 +18%
DAS
38
Dynamic Advisor Solutions
Arizona
$8.89M +$2.2M +90,974 +33%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$8.61M -$3.21M -132,891 -27%
Mariner
40
Mariner
Kansas
$8.51M -$853K -35,295 -9%
RIA
41
Regal Investment Advisors
Michigan
$8.16M +$470K +19,465 +6%
LFGH
42
Lee Financial Group Hawaii
Hawaii
$8.09M -$80K -3,310 -1%
SPC
43
Sigma Planning Corp
Michigan
$8.06M -$636K -26,309 -7%
CG
44
Colony Group
Massachusetts
$7.86M -$598K -24,727 -7%
WCFA
45
Walkner Condon Financial Advisors
Wisconsin
$7.38M +$240K +9,935 +3%
SPIA
46
Steward Partners Investment Advisory
New York
$7.31M +$253K +10,450 +4%
VC
47
Vicus Capital
Pennsylvania
$6.85M -$1.83M -75,700 -21%
CPIG
48
Chicago Partners Investment Group
Illinois
$6.63M -$41.2K -1,691 -0.6%
MML Investors Services
49
MML Investors Services
Massachusetts
$6.33M +$177K +7,343 +3%
CA
50
CoreCap Advisors
Michigan
$6.02M +$6.02M +249,223 New
1
2
3 4 5