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First Trust Smith Unconstrained Bond ETF

277 hedge funds and large institutions have $2.62B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 122 increasing their positions, 91 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
CWP
26
Cyndeo Wealth Partners
Florida
$19.5M
DAS
27
Dynamic Advisor Solutions
Arizona
$19.1M
CIAS
28
Capital Investment Advisory Services
North Carolina
$19M
B
29
Bensler
Washington
$18M
KPWS
30
Kestra Private Wealth Services
Texas
$18M
CFS
31
Commonwealth Financial Services
West Virginia
$17.9M
SWP
32
Stratos Wealth Partners
Ohio
$17.3M
EC
33
EdgeRock Capital
Colorado
$17.2M
VWA
34
Visionary Wealth Advisors
Illinois
$17M
WCFA
35
Walkner Condon Financial Advisors
Wisconsin
$16.8M
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$16.6M
FHC
37
First Heartland Consultants
Missouri
$16.4M
NL
38
Navalign LLC
California
$14.6M
CPA
39
Capital Performance Advisors
California
$14.4M
EWA
40
Etesian Wealth Advisors
Oregon
$14.2M
KAS
41
Kestra Advisory Services
Texas
$14.2M
PAG
42
Private Advisor Group
New Jersey
$13.1M
LFG
43
Larson Financial Group
Missouri
$12.9M
EH
44
Equitable Holdings
New York
$12.4M
CPIG
45
Chicago Partners Investment Group
Illinois
$12.3M
SAM
46
Smartleaf Asset Management
Massachusetts
$12.1M
HFP
47
Holistic Financial Partners
Indiana
$11.9M
Mariner
48
Mariner
Kansas
$11.8M
GWM
49
Geneos Wealth Management
Colorado
$11.1M
WWM
50
Western Wealth Management
Colorado
$10.9M