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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

282 hedge funds and large institutions have $2.95B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 140 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-17
Holders Change %
-5.69%
% of All Funds
3.83%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.46%
New
30
Increased
140
Reduced
94
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CJH
Christopher J. Hasenberg
Wisconsin
+$28.4M
2
Wells Fargo
Wells Fargo
California
+$22.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$21.8M
4
GWM
Geneos Wealth Management
Colorado
+$16.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.3M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$38.4M
2
AWM
Apollon Wealth Management
South Carolina
-$23M
3
HI
Harbour Investments
Wisconsin
-$15.9M
4
Bank of America
Bank of America
North Carolina
-$15.7M
5
Ameriprise
Ameriprise
Minnesota
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC
26
Park National Corp
Ohio
$21.9M +$1.02M +41,323 +5%
Citadel Advisors
27
Citadel Advisors
Florida
$21.8M +$21.8M +879,457 New
B
28
Bensler
Washington
$21M -$2.27M -91,656 -10%
IA
29
IFP Advisors
Florida
$20.7M -$9.46M -382,200 -31%
IWC
30
Integrated Wealth Concepts
Massachusetts
$20.1M +$182K +7,354 +0.9%
MC
31
McCarthy & Cox
Ohio
$18.3M +$9.84M +397,682 +116%
CWP
32
Cyndeo Wealth Partners
Florida
$18.2M +$1.26M +50,976 +7%
LFG
33
Larson Financial Group
Missouri
$18.2M -$1.27M -51,504 -7%
TA
34
TruWealth Advisors
Louisiana
$18.1M +$233K +9,432 +1%
CFS
35
Commonwealth Financial Services
West Virginia
$17.7M -$333K -13,466 -2%
BIG
36
Brookwood Investment Group
Arizona
$17.5M +$17.5M +705,196 New
KPWS
37
Kestra Private Wealth Services
Texas
$17.4M +$944K +38,129 +6%
GPWA
38
Great Point Wealth Advisors
Massachusetts
$17.3M +$3.63M +146,753 +27%
EC
39
EdgeRock Capital
Colorado
$16.9M -$4.75M -191,944 -22%
CIAS
40
Capital Investment Advisory Services
North Carolina
$16.4M +$413K +16,679 +3%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$16.3M -$951K -38,440 -6%
Jane Street
42
Jane Street
New York
$14.8M +$13.3M +537,010 +904%
Stifel Financial
43
Stifel Financial
Missouri
$14.4M +$3.01M +121,442 +26%
VWA
44
Visionary Wealth Advisors
Illinois
$14.3M +$4.48M +180,960 +45%
NL
45
Navalign LLC
California
$14.2M +$722K +29,181 +5%
HIW
46
Holos Integrated Wealth
Pennsylvania
$13.3M +$620K +25,033 +5%
PIA
47
Perennial Investment Advisors
California
$13.1M +$2.74M +110,584 +26%
KAS
48
Kestra Advisory Services
Texas
$12.9M +$1.04M +41,834 +9%
Renaissance Technologies
49
Renaissance Technologies
New York
$12.6M +$10.6M +428,339 +522%
PFS
50
Prospera Financial Services
Texas
$12.5M +$497K +20,088 +4%
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