UCON icon

First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

299 hedge funds and large institutions have $2.79B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 141 increasing their positions, 87 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+44
Holders Change %
+17.25%
% of All Funds
3.98%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
60
Increased
141
Reduced
87
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$295M
2
Bank of America
2
Bank of America
North Carolina
$119M
3
Wells Fargo
3
Wells Fargo
California
$104M
4
UBS Group
4
UBS Group
Switzerland
$217M
5
HI
5
Harbour Investments
Wisconsin
$98M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$0
2
PGWM
2
Pitti Group Wealth Management
New York
$0
3
CJH
3
Christopher J. Hasenberg
Wisconsin
$3.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.02M
5
M1FG
5
Mach-1 Financial Group
Arkansas
$782K
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
26
Dynamic Advisor Solutions
Arizona
$22.4M +$1.7M +68,954 +8%
EC
27
EdgeRock Capital
Colorado
$21.6M -$625K -25,356 -3%
PNC
28
Park National Corp
Ohio
$20.8M +$3.2M +129,836 +18%
IWC
29
Integrated Wealth Concepts
Massachusetts
$19.8M -$212K -8,588 -1%
LFG
30
Larson Financial Group
Missouri
$19.3M -$1.58M -64,210 -8%
CFS
31
Commonwealth Financial Services
West Virginia
$17.9M +$10.4K +422 +0.1%
TA
32
TruWealth Advisors
Louisiana
$17.8M +$145K +5,898 +0.8%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$17.1M +$2.02M +82,056 +13%
CWP
34
Cyndeo Wealth Partners
Florida
$16.9M +$560K +22,724 +3%
KPWS
35
Kestra Private Wealth Services
Texas
$16.4M +$747K +30,297 +5%
CIAS
36
Capital Investment Advisory Services
North Carolina
$16M +$3.2K +130 +0%
FHC
37
First Heartland Consultants
Missouri
$14.8M +$12.5M +508,476 +543%
NWM
38
Nova Wealth Management
Florida
$13.7M +$13.7M +557,203 New
GPWA
39
Great Point Wealth Advisors
Massachusetts
$13.6M +$802K +32,534 +6%
NL
40
Navalign LLC
California
$13.4M +$557K +22,611 +4%
HIW
41
Holos Integrated Wealth
Pennsylvania
$12.6M +$12.6M +511,029 New
PFS
42
Prospera Financial Services
Texas
$11.9M +$3.92M +158,924 +49%
KAS
43
Kestra Advisory Services
Texas
$11.8M +$748K +30,364 +7%
Cerity Partners
44
Cerity Partners
New York
$11.7M +$11.7M +475,594 New
Stifel Financial
45
Stifel Financial
Missouri
$11.3M +$863K +35,030 +8%
PAG
46
Private Advisor Group
New Jersey
$10.9M +$356K +14,455 +3%
Mariner
47
Mariner
Kansas
$10.8M +$127K +5,144 +1%
FF
48
Financial Futures
New Jersey
$10.8M +$37.4K +1,517 +0.3%
SW
49
SlateStone Wealth
Florida
$10.7M -$580K -23,550 -5%
PWP
50
Prasad Wealth Partners
Ohio
$10.5M +$10.5M +425,223 New
1
2
3 4 5