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First Trust Smith Unconstrained Bond ETF

253 hedge funds and large institutions have $2.35B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 121 increasing their positions, 103 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

24% less funds holding in top 10

Funds holding in top 10: 2519 (-6)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

Holders
253
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$31.2M
2 +$23.4M
3 +$16.3M
4
Morgan Stanley
Morgan Stanley
New York
+$15.6M
5
Osaic Holdings
Osaic Holdings
Arizona
+$8.43M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC
26
Park National Corp
Ohio
$17.9M
CFS
27
Commonwealth Financial Services
West Virginia
$17.6M
FHC
28
First Heartland Consultants
Missouri
$17.4M
KPWS
29
Kestra Private Wealth Services
Texas
$17.2M
EC
30
EdgeRock Capital
Colorado
$16.9M
B
31
Bensler
Washington
$16.6M
VWA
32
Visionary Wealth Advisors
Illinois
$15.9M
SWAG
33
Spectrum Wealth Advisory Group
California
$15.8M
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$13.9M
EWA
35
Etesian Wealth Advisors
Oregon
$13.8M
NL
36
Navalign LLC
California
$13.8M
LFG
37
Larson Financial Group
Missouri
$13.6M
WCFA
38
Walkner Condon Financial Advisors
Wisconsin
$13.5M
KAS
39
Kestra Advisory Services
Texas
$13.5M
CPIG
40
Chicago Partners Investment Group
Illinois
$12.5M
Mariner
41
Mariner
Kansas
$11.6M
PAG
42
Private Advisor Group
New Jersey
$11.3M
GWM
43
Geneos Wealth Management
Colorado
$11.2M
EH
44
Equitable Holdings
New York
$11.2M
RCAG
45
Rehmann Capital Advisory Group
Michigan
$10.7M
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$10.6M
CPA
47
Capital Performance Advisors
California
$10.6M
MML Investors Services
48
MML Investors Services
Massachusetts
$10.5M
WWM
49
Western Wealth Management
Colorado
$10.4M
Renaissance Technologies
50
Renaissance Technologies
New York
$9.95M