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First Trust Smith Unconstrained Bond ETF
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Overview Fund Activity

196 hedge funds and large institutions have $1.25B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 50 reducing their positions, and 15 closing their positions.

Holders
196
Holders Change
+12
Holders Change %
+6.52%
% of All Funds
3.13%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
28
Increased
106
Reduced
50
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$16M
2
TA
2
TruWealth Advisors
Louisiana
$9.46M
3
LPL Financial
3
LPL Financial
California
$136M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$44.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$7.72M

Top Sellers

1
Jane Street
1
Jane Street
New York
$8.05M
2
EC
2
EdgeRock Capital
Colorado
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$22.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$30.4M
5
UBS Group
5
UBS Group
Switzerland
$39.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
26
HBK Sorce Advisory
Pennsylvania
$11.6M +$2.22M +92,881 +24%
OWA
27
Octavia Wealth Advisors
Ohio
$11.3M +$239K +10,010 +2%
AWM
28
AE Wealth Management
Kansas
$11.3M +$1.96M +82,210 +21%
CAN
29
Cetera Advisor Networks
California
$11.2M +$325K +13,592 +3%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$10.6M +$2.09M +87,427 +25%
AWA
31
Arkadios Wealth Advisors
Georgia
$10.6M +$177K +7,405 +2%
CFS
32
Commonwealth Financial Services
West Virginia
$10.4M +$10.4M +435,493 New
FAIM
33
Financial Advocates Investment Management
Washington
$10.2M -$24.4K -1,020 -0.2%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$9.99M +$363K +15,179 +4%
M1FG
35
Mach-1 Financial Group
Arkansas
$9.7M +$4.88M +204,086 +101%
TA
36
TruWealth Advisors
Louisiana
$9.46M +$9.46M +395,684 New
RCAG
37
Rehmann Capital Advisory Group
Michigan
$9.09M +$173K +7,222 +2%
WI
38
Wintrust Investments
Illinois
$8.91M +$112K +4,669 +1%
PGWM
39
Pitti Group Wealth Management
New York
$8.9M -$62.6K -2,619 -0.7%
RIA
40
Regal Investment Advisors
Michigan
$8.77M +$698K +29,217 +9%
Mariner
41
Mariner
Kansas
$8.52M +$97.9K +4,096 +1%
PNC
42
Park National Corp
Ohio
$8.26M +$5.22M +218,239 +171%
SPC
43
Sigma Planning Corp
Michigan
$8.16M +$186K +7,769 +2%
Jane Street
44
Jane Street
New York
$8.05M -$42M -1,758,203 -84%
CG
45
Colony Group
Massachusetts
$7.96M +$183K +7,638 +2%
PAG
46
Private Advisor Group
New Jersey
$7.75M -$4.35M -181,852 -36%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$7.72M +$7.72M +323,128 New
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$7.59M -$3.68M -153,866 -33%
FF
49
Financial Futures
New Jersey
$7.56M +$2.73M +114,122 +56%
SPIA
50
Steward Partners Investment Advisory
New York
$7.43M +$201K +8,404 +3%
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