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First Trust Smith Unconstrained Bond ETF

275 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, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 97

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

1.89% more ownership

Funds ownership: 83.04%84.93% (+1.9%)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

4% more capital invested

Capital invested by funds: $2.64B → $2.73B (+$97.4M)

3% less funds holding

Funds holding: 283275 (-8)

Holders
275
Holders Change
-8
Holders Change %
-2.83%
% of All Funds
3.39%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.32%
New
29
Increased
133
Reduced
97
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$12.5M -$1.42M -56,370 -10%
HFP
52
Holistic Financial Partners
Indiana
$12.5M +$800K +31,882 +7%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$12.4M -$3.96M -157,579 -24%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$12.4M +$3.14M +124,902 +33%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$12.3M +$3.33M +132,621 +36%
WWM
56
Western Wealth Management
Colorado
$12.3M +$1.58M +63,137 +15%
Mariner
57
Mariner
Kansas
$11.9M +$201K +8,008 +2%
RCAG
58
Rehmann Capital Advisory Group
Michigan
$11.4M +$1.07M +42,764 +10%
LFG
59
Larson Financial Group
Missouri
$11.3M -$1.42M -56,713 -11%
P
60
&Partners
Tennessee
$10.4M +$806K +32,122 +8%
DWM
61
Darwin Wealth Management
Florida
$10.3M +$1.44M +57,202 +16%
US Bancorp
62
US Bancorp
Minnesota
$10.3M +$2.28M +90,847 +28%
BFG
63
Bleakley Financial Group
New Jersey
$10.2M -$26K -1,037 -0.3%
HAS
64
HBW Advisory Services
California
$10.2M +$334K +13,304 +3%
Citadel Advisors
65
Citadel Advisors
Florida
$10.1M +$10.2M +407,614 New
M1FG
66
Mach-1 Financial Group
Arkansas
$10M +$805K +32,064 +9%
PWP
67
Prasad Wealth Partners
Ohio
$9.88M +$462K +18,402 +5%
ACM
68
Appalachian Capital Management
Ohio
$8.92M +$166K +6,598 +2%
CA
69
CoreCap Advisors
Michigan
$8.83M +$461K +18,368 +5%
BAWC
70
Boyce & Associates Wealth Consulting
Texas
$8.8M -$147K -5,872 -2%
XF
71
XML Financial
Maryland
$8.74M +$994K +39,601 +13%
LOIP
72
Live Oak Investment Partners
Texas
$8.62M +$406K +16,192 +5%
CAC
73
Certified Advisory Corp
Florida
$7.75M -$55.1K -2,196 -0.7%
MG
74
Mather Group
Illinois
$7.6M +$99K +3,943 +1%
OC
75
Oppenheimer & Co
New York
$7.14M +$1.32M +52,662 +22%