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First Trust Smith Unconstrained Bond ETF

271 hedge funds and large institutions have $2.44B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 108 increasing their positions, 131 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

26% less funds holding in top 10

Funds holding in top 10: 3425 (-9)

30% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 30

Holders
271
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC
26
Park National Corp
Ohio
$18.5M
CWP
27
Cyndeo Wealth Partners
Florida
$18.5M
TA
28
TruWealth Advisors
Louisiana
$18.2M
CFS
29
Commonwealth Financial Services
West Virginia
$17.2M
SWAG
30
Spectrum Wealth Advisory Group
California
$17M
CIAS
31
Capital Investment Advisory Services
North Carolina
$16.7M
GWM
32
Geneos Wealth Management
Colorado
$16.5M
KPWS
33
Kestra Private Wealth Services
Texas
$16.4M
EC
34
EdgeRock Capital
Colorado
$16.3M
LFG
35
Larson Financial Group
Missouri
$16M
VWA
36
Visionary Wealth Advisors
Illinois
$15.9M
UBS Group
37
UBS Group
Switzerland
$15.7M
Stifel Financial
38
Stifel Financial
Missouri
$14.6M
Renaissance Technologies
39
Renaissance Technologies
New York
$14.3M
Jane Street
40
Jane Street
New York
$14.2M
NL
41
Navalign LLC
California
$13.6M
HIW
42
Holos Integrated Wealth
Pennsylvania
$13.2M
KAS
43
Kestra Advisory Services
Texas
$13M
EWA
44
Etesian Wealth Advisors
Oregon
$12.6M
HAS
45
HBW Advisory Services
California
$12.4M
CPIG
46
Chicago Partners Investment Group
Illinois
$11.7M
WCFA
47
Walkner Condon Financial Advisors
Wisconsin
$11.6M
Cerity Partners
48
Cerity Partners
New York
$11.5M
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$11.1M
PAG
50
Private Advisor Group
New Jersey
$10.9M