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First Trust Smith Unconstrained Bond ETF

211 hedge funds and large institutions have $1.72B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+15
Holders Change %
+7.65%
% of All Funds
3.09%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
37
Increased
109
Reduced
59
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
26
Dynamic Advisor Solutions
Arizona
$14.8M +$1.98M +80,571 +15%
CFS
27
CGC Financial Services
Oregon
$14.7M +$14M +564,983 +1,877%
JWM
28
Janiczek Wealth Management
Colorado
$13.8M -$1.21M -48,838 -8%
HighTower Advisors
29
HighTower Advisors
Illinois
$13.6M -$1.09M -44,166 -7%
RCAG
30
Rehmann Capital Advisory Group
Michigan
$12.7M +$3.28M +132,629 +35%
SW
31
SlateStone Wealth
Florida
$12.5M +$70.5K +2,848 +0.6%
DWM
32
Darwin Wealth Management
Florida
$12.4M -$1.09M -44,212 -8%
PNC
33
Park National Corp
Ohio
$12.2M +$3.69M +148,991 +43%
OWA
34
Octavia Wealth Advisors
Ohio
$12M +$282K +11,381 +2%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$11.8M +$1.41M +56,974 +14%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$11.5M +$495K +19,994 +5%
CAN
37
Cetera Advisor Networks
California
$11.3M -$341K -13,782 -3%
PJWM
38
Philip James Wealth Mangement
Georgia
$11.1M +$11.1M +450,187 New
AWA
39
Arkadios Wealth Advisors
Georgia
$10.8M -$141K -5,684 -1%
WI
40
Wintrust Investments
Illinois
$9.92M +$695K +28,079 +8%
IA
41
IFP Advisors
Florida
$9.86M +$9.02M +364,625 +1,071%
Stifel Financial
42
Stifel Financial
Missouri
$9.12M +$4.08M +164,975 +81%
RIA
43
Regal Investment Advisors
Michigan
$8.95M -$127K -5,144 -1%
Mariner
44
Mariner
Kansas
$8.86M +$40.6K +1,641 +0.5%
PGWM
45
Pitti Group Wealth Management
New York
$8.62M -$589K -23,827 -6%
FPF
46
First Pacific Financial
Washington
$8.62M +$7.4M +298,930 +604%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$8.61M +$2.6M +104,971 +43%
RJA
48
Raymond James & Associates
Florida
$8.34M +$6.06M +244,862 +266%
FF
49
Financial Futures
New Jersey
$8.33M +$503K +20,321 +6%
PAG
50
Private Advisor Group
New Jersey
$8.07M +$52K +2,101 +0.6%