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First Trust Smith Unconstrained Bond ETF

283 hedge funds and large institutions have $2.64B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 94 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

31% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 94

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

10% more capital invested

Capital invested by funds: $2.4B → $2.64B (+$235M)

8% more funds holding

Funds holding: 262283 (+21)

2.25% more ownership

Funds ownership: 80.79%83.04% (+2.2%)

Holders
283
Holders Change
+21
Holders Change %
+8.02%
% of All Funds
3.44%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.28%
New
46
Increased
123
Reduced
94
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
26
Cyndeo Wealth Partners
Florida
$19.5M +$807K +32,015 +4%
DAS
27
Dynamic Advisor Solutions
Arizona
$19.1M -$5.13M -203,596 -21%
CIAS
28
Capital Investment Advisory Services
North Carolina
$19M +$796K +31,578 +4%
B
29
Bensler
Washington
$18M +$1.42M +56,249 +9%
KPWS
30
Kestra Private Wealth Services
Texas
$18M +$859K +34,083 +5%
CFS
31
Commonwealth Financial Services
West Virginia
$17.9M +$246K +9,765 +1%
SWP
32
Stratos Wealth Partners
Ohio
$17.3M +$16.2M +643,418 +1,439%
EC
33
EdgeRock Capital
Colorado
$17.2M +$251K +9,957 +1%
VWA
34
Visionary Wealth Advisors
Illinois
$17M +$1.09M +43,138 +7%
WCFA
35
Walkner Condon Financial Advisors
Wisconsin
$16.8M +$3.32M +131,569 +25%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$16.6M +$2.71M +107,297 +19%
FHC
37
First Heartland Consultants
Missouri
$16.4M -$925K -36,686 -5%
NL
38
Navalign LLC
California
$14.6M +$789K +31,297 +6%
CPA
39
Capital Performance Advisors
California
$14.4M +$3.85M +152,737 +36%
EWA
40
Etesian Wealth Advisors
Oregon
$14.2M +$371K +14,709 +3%
KAS
41
Kestra Advisory Services
Texas
$14.2M +$673K +26,675 +5%
PAG
42
Private Advisor Group
New Jersey
$13.1M +$1.81M +71,592 +16%
LFG
43
Larson Financial Group
Missouri
$12.9M -$686K -27,186 -5%
EH
44
Equitable Holdings
New York
$12.4M +$1.13M +44,901 +10%
CPIG
45
Chicago Partners Investment Group
Illinois
$12.3M -$77.4K -3,069 -0.6%
SAM
46
Smartleaf Asset Management
Massachusetts
$12.1M +$12.1M +479,763 New
HFP
47
Holistic Financial Partners
Indiana
$11.9M +$2.72M +107,787 +30%
Mariner
48
Mariner
Kansas
$11.8M +$225K +8,939 +2%
GWM
49
Geneos Wealth Management
Colorado
$11.1M -$153K -6,063 -1%
WWM
50
Western Wealth Management
Colorado
$10.9M +$507K +20,101 +5%