UCON icon

First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

238 hedge funds and large institutions have $2.1B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 129 increasing their positions, 57 reducing their positions, and 15 closing their positions.

Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
3.46%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.29%
New
42
Increased
129
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$49M
2
LPL Financial
2
LPL Financial
California
$198M
3
Ameriprise
3
Ameriprise
Minnesota
$23.9M
4
MFA
4
Morling Financial Advisors
California
$21.4M
5
Wells Fargo
5
Wells Fargo
California
$22.5M

Top Sellers

1
FAIM
1
Financial Advocates Investment Management
Washington
$0
2
AWA
2
Arkadios Wealth Advisors
Georgia
$338K
3
APP
3
Avantax Planning Partners
Iowa
$9.54M
4
FA
4
Fermata Advisors
California
$408K
5
LFG
5
Larson Financial Group
Missouri
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
26
Visionary Wealth Advisors
Illinois
$19.8M -$2.93M -119,724 -13%
DAS
27
Dynamic Advisor Solutions
Arizona
$19.7M +$3.95M +161,664 +25%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$19.4M +$14.4M +588,549 +288%
TA
29
TruWealth Advisors
Louisiana
$17.2M +$600K +24,555 +4%
CFS
30
Commonwealth Financial Services
West Virginia
$17.1M +$1.46M +59,424 +9%
PNC
31
Park National Corp
Ohio
$16.9M +$2.25M +92,004 +15%
CWP
32
Cyndeo Wealth Partners
Florida
$16M +$444K +18,177 +3%
RCAG
33
Rehmann Capital Advisory Group
Michigan
$14.9M +$1.15M +47,208 +8%
RJA
34
Raymond James & Associates
Florida
$14.8M +$3.62M +148,152 +33%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$14.7M +$10.9M +446,967 +292%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$13.7M -$24.8K -1,016 -0.2%
Citadel Advisors
37
Citadel Advisors
Florida
$13.3M +$13.3M +542,728 New
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$13.1M +$4.51M +184,597 +53%
TWM
39
Tolleson Wealth Management
Texas
$13M -$457K -18,692 -3%
JWM
40
Janiczek Wealth Management
Colorado
$13M -$821K -33,583 -6%
GPWA
41
Great Point Wealth Advisors
Massachusetts
$12.8M +$1.22M +49,951 +11%
NL
42
Navalign LLC
California
$12.4M +$812K +33,212 +7%
SW
43
SlateStone Wealth
Florida
$12M -$344K -14,077 -3%
PJWM
44
Philip James Wealth Mangement
Georgia
$11.9M +$378K +15,469 +3%
WI
45
Wintrust Investments
Illinois
$11.7M -$397K -16,253 -3%
DWM
46
Darwin Wealth Management
Florida
$11.4M -$473K -19,335 -4%
Stifel Financial
47
Stifel Financial
Missouri
$11.1M +$1.14M +46,577 +11%
PAG
48
Private Advisor Group
New Jersey
$10.6M +$617K +25,245 +6%
Mariner
49
Mariner
Kansas
$10.2M +$618K +25,279 +6%
FF
50
Financial Futures
New Jersey
$10.1M +$890K +36,382 +10%
1
2
3 4 5