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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

268 hedge funds and large institutions have $2.43B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 107 increasing their positions, 128 reducing their positions, and 29 closing their positions.

Holders
268
Holders Change
-14
Holders Change %
-4.96%
% of All Funds
3.6%
Holding in Top 10
25
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-26.47%
% of All Funds
0.34%
New
21
Increased
107
Reduced
128
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HAS
1
HBW Advisory Services
California
$12.4M
2
WAT
2
Wealth Advisory Team
Kentucky
$7.83M
3
SWAG
3
Spectrum Wealth Advisory Group
California
$17M
4
LOIP
4
Live Oak Investment Partners
Texas
$7.38M
5
LIS
5
Legacy Investment Solutions
Idaho
$6.89M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$15.7M
2
WWM
2
Wagner Wealth Management
South Carolina
$20M
3
LPL Financial
3
LPL Financial
California
$277M
4
CJH
4
Christopher J. Hasenberg
Wisconsin
$770K
5
MFA
5
Morling Financial Advisors
California
$420K
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$10.8M 435,319 -28,285 -6%
KWM
52
Kingsview Wealth Management
Oregon
$10.8M 432,123 -3,741 -0.9%
NA
53
NewEdge Advisors
Louisiana
$10.8M 432,079 +29,076 +7%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$10.7M 430,203 -677,972 -61%
BAWC
55
Boyce & Associates Wealth Consulting
Texas
$10.6M 425,129 -12,116 -3%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$9.84M 395,267 +113,666 +40%
P
57
&Partners
Tennessee
$9.81M 394,462 +14,545 +4%
WWM
58
Western Wealth Management
Colorado
$9.64M 387,317 +5,507 +1%
EH
59
Equitable Holdings
New York
$9.61M 386,294 -18,345 -5%
SW
60
SlateStone Wealth
Florida
$9.58M 384,965 -31,218 -8%
GLA
61
Good Life Advisors
Pennsylvania
$9.08M 364,676 +35,372 +11%
M1FG
62
Mach-1 Financial Group
Arkansas
$9.06M 363,819 +47,387 +15%
MML Investors Services
63
MML Investors Services
Massachusetts
$9.02M 362,234 +5,693 +2%
DWM
64
Darwin Wealth Management
Florida
$8.8M 353,683 -25,833 -7%
AWM
65
Apollon Wealth Management
South Carolina
$8.79M 353,222 -94,459 -21%
HFP
66
Holistic Financial Partners
Indiana
$8.76M 351,966 +132,376 +60%
CAC
67
Certified Advisory Corp
Florida
$8.71M 350,088 -8,046 -2%
NWM
68
Nova Wealth Management
Florida
$8.49M 341,226 -123,993 -27%
PWP
69
Prasad Wealth Partners
Ohio
$8.23M 330,503 -116,256 -26%
TWM
70
Tolleson Wealth Management
Texas
$8.19M 328,915 +44,692 +16%
CA
71
CoreCap Advisors
Michigan
$8.09M 324,944 +26,557 +9%
CPA
72
Capital Performance Advisors
California
$8.05M 323,256 +86,545 +37%
PJWM
73
Philip James Wealth Mangement
Georgia
$7.95M 319,333 +1,601 +0.5%
ACA
74
Aptus Capital Advisors
Alabama
$7.94M 319,168 +13,896 +5%
WAT
75
Wealth Advisory Team
Kentucky
$7.83M 314,692 +314,692 New
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