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First Trust Smith Unconstrained Bond ETF

262 hedge funds and large institutions have $2.4B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 125 increasing their positions, 106 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 106

2% less capital invested

Capital invested by funds: $2.44B → $2.4B (-$38.8M)

1.03% less ownership

Funds ownership: 81.82%80.79% (-1%)

5% less funds holding

Funds holding: 275262 (-13)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
262
Holders Change
-13
Holders Change %
-4.73%
% of All Funds
3.44%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
16
Increased
125
Reduced
106
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
26
Capital Investment Advisory Services
North Carolina
$18.2M +$1.32M +52,847 +8%
PNC
27
Park National Corp
Ohio
$17.9M -$784K -31,391 -4%
CFS
28
Commonwealth Financial Services
West Virginia
$17.6M +$176K +7,064 +1%
FHC
29
First Heartland Consultants
Missouri
$17.4M -$8.79M -351,757 -34%
KPWS
30
Kestra Private Wealth Services
Texas
$17.2M +$528K +21,124 +3%
EC
31
EdgeRock Capital
Colorado
$16.9M +$388K +15,525 +2%
B
32
Bensler
Washington
$16.6M -$7.44M -297,743 -31%
VWA
33
Visionary Wealth Advisors
Illinois
$15.9M -$152K -6,092 -1%
SWAG
34
Spectrum Wealth Advisory Group
California
$15.8M -$1.44M -57,600 -8%
HIW
35
Holos Integrated Wealth
Pennsylvania
$14M +$580K +23,220 +4%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$13.9M +$3.88M +155,149 +39%
EWA
37
Etesian Wealth Advisors
Oregon
$13.8M +$1.04M +41,639 +8%
NL
38
Navalign LLC
California
$13.8M +$67.1K +2,684 +0.5%
LFG
39
Larson Financial Group
Missouri
$13.6M -$2.53M -101,150 -16%
WCFA
40
Walkner Condon Financial Advisors
Wisconsin
$13.5M +$1.74M +69,652 +15%
KAS
41
Kestra Advisory Services
Texas
$13.5M +$323K +12,913 +2%
CPIG
42
Chicago Partners Investment Group
Illinois
$12.5M +$558K +22,352 +5%
Mariner
43
Mariner
Kansas
$11.6M +$661K +26,455 +6%
PAG
44
Private Advisor Group
New Jersey
$11.3M +$265K +10,603 +2%
GWM
45
Geneos Wealth Management
Colorado
$11.2M -$5.42M -216,849 -33%
EH
46
Equitable Holdings
New York
$11.2M +$1.49M +59,503 +15%
RCAG
47
Rehmann Capital Advisory Group
Michigan
$10.7M -$40K -1,603 -0.4%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$10.6M -$617K -24,709 -6%
CPA
49
Capital Performance Advisors
California
$10.6M +$2.42M +96,708 +30%
MML Investors Services
50
MML Investors Services
Massachusetts
$10.5M +$1.35M +54,200 +15%