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First Trust Smith Unconstrained Bond ETF

274 hedge funds and large institutions have $2.73B invested in First Trust Smith Unconstrained Bond ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 133 increasing their positions, 96 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
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
$20.8M
CIAS
27
Capital Investment Advisory Services
North Carolina
$20.2M
KPWS
28
Kestra Private Wealth Services
Texas
$19.9M
EC
29
EdgeRock Capital
Colorado
$19.6M
SWP
30
Stratos Wealth Partners
Ohio
$19.4M
TA
31
TruWealth Advisors
Louisiana
$19.2M
DAS
32
Dynamic Advisor Solutions
Arizona
$19.1M
MML Investors Services
33
MML Investors Services
Massachusetts
$19M
CFS
34
Commonwealth Financial Services
West Virginia
$19M
WCFA
35
Walkner Condon Financial Advisors
Wisconsin
$18.3M
GWP
36
Gateway Wealth Partners
Wisconsin
$17.1M
VWA
37
Visionary Wealth Advisors
Illinois
$16.4M
CPA
38
Capital Performance Advisors
California
$15.8M
GWM
39
Geneos Wealth Management
Colorado
$15.7M
SWASL
40
Spartan Wealth Advisory Services LLC
Michigan
$15.5M
AGA
41
Arch Global Advisors
New York
$15.5M
JP Morgan Chase
42
JP Morgan Chase
New York
$14.9M
NL
43
Navalign LLC
California
$14.8M
EH
44
Equitable Holdings
New York
$14.5M
SAM
45
Smartleaf Asset Management
Massachusetts
$14.3M
FHC
46
First Heartland Consultants
Missouri
$14.1M
CWM
47
Collaborative Wealth Management
Florida
$14.1M
EWA
48
Etesian Wealth Advisors
Oregon
$14M
PAG
49
Private Advisor Group
New Jersey
$13M
CPIG
50
Chicago Partners Investment Group
Illinois
$12.7M