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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

255 hedge funds and large institutions have $2.51B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 63 reducing their positions, and 14 closing their positions.

Holders
255
Holders Change
+17
Holders Change %
+7.14%
% of All Funds
3.69%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.35%
New
34
Increased
143
Reduced
63
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$82.7M
2
LPL Financial
2
LPL Financial
California
$259M
3
Ameriprise
3
Ameriprise
Minnesota
$65.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$181M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$31.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
VWA
2
Visionary Wealth Advisors
Illinois
$7.44M
3
WI
3
Wintrust Investments
Illinois
$1.23M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$6.91M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
26
Bensler
Washington
$22.3M +$1.76M +70,012 +9%
LFG
27
Larson Financial Group
Missouri
$21.3M -$1.47M -58,682 -6%
DAS
28
Dynamic Advisor Solutions
Arizona
$21.1M +$888K +35,327 +4%
IWC
29
Integrated Wealth Concepts
Massachusetts
$20.4M -$191K -7,616 -0.9%
CFS
30
Commonwealth Financial Services
West Virginia
$18.3M +$736K +29,277 +4%
TA
31
TruWealth Advisors
Louisiana
$18M +$266K +10,578 +2%
PNC
32
Park National Corp
Ohio
$17.9M +$576K +22,903 +3%
CWP
33
Cyndeo Wealth Partners
Florida
$16.6M +$212K +8,419 +1%
OPAM
34
Ocean Park Asset Management
California
$16.6M +$16.6M +659,633 New
CIAS
35
Capital Investment Advisory Services
North Carolina
$16.3M +$15.1M +600,297 +1,263%
KPWS
36
Kestra Private Wealth Services
Texas
$15.9M +$15.6M +622,702 +5,252%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$15.4M +$1.33M +52,963 +9%
NL
38
Navalign LLC
California
$13.1M +$394K +15,672 +3%
GPWA
39
Great Point Wealth Advisors
Massachusetts
$13.1M -$52.3K -2,082 -0.4%
PJWM
40
Philip James Wealth Mangement
Georgia
$12.7M +$439K +17,477 +4%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$12.4M -$7.52M -299,258 -38%
SW
42
SlateStone Wealth
Florida
$11.5M -$850K -33,816 -7%
WCFA
43
Walkner Condon Financial Advisors
Wisconsin
$11.4M +$5.54M +220,368 +95%
KAS
44
Kestra Advisory Services
Texas
$11.3M +$2.04M +81,091 +22%
DWM
45
Darwin Wealth Management
Florida
$11.2M -$438K -17,444 -4%
FF
46
Financial Futures
New Jersey
$10.9M +$534K +21,261 +5%
Mariner
47
Mariner
Kansas
$10.9M +$448K +17,808 +4%
CJH
48
Christopher J. Hasenberg
Wisconsin
$10.8M +$10.8M +433,884 New
PAG
49
Private Advisor Group
New Jersey
$10.7M -$134K -5,349 -1%
Stifel Financial
50
Stifel Financial
Missouri
$10.7M -$754K -30,012 -7%
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