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First Trust Smith Unconstrained Bond ETF

253 hedge funds and large institutions have $2.35B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 121 increasing their positions, 103 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

24% less funds holding in top 10

Funds holding in top 10: 2519 (-6)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

Holders
253
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$31.2M
2 +$23.4M
3 +$16.3M
4
Morgan Stanley
Morgan Stanley
New York
+$15.6M
5
Osaic Holdings
Osaic Holdings
Arizona
+$8.43M
Name Holding Trade Value Shares
Change
Change in
Stake
P
51
&Partners
Tennessee
$9.86M
Cerity Partners
52
Cerity Partners
New York
$9.8M
PWP
53
Prasad Wealth Partners
Ohio
$9.37M
BAWC
54
Boyce & Associates Wealth Consulting
Texas
$9.2M
HFP
55
Holistic Financial Partners
Indiana
$9.19M
LOIP
56
Live Oak Investment Partners
Texas
$9.02M
DWM
57
Darwin Wealth Management
Florida
$8.99M
AWM
58
Apollon Wealth Management
South Carolina
$8.96M
BFG
59
Bleakley Financial Group
New Jersey
$8.87M
PA
60
PFG Advisors
Arizona
$8.33M
XF
61
XML Financial
Maryland
$8.32M
CAC
62
Certified Advisory Corp
Florida
$8.06M
TWM
63
Tolleson Wealth Management
Texas
$7.94M
CA
64
CoreCap Advisors
Michigan
$7.9M
ACA
65
Aptus Capital Advisors
Alabama
$7.84M
GFG
66
Goldstone Financial Group
Illinois
$7.61M
MG
67
Mather Group
Illinois
$7.53M
SPIA
68
Steward Partners Investment Advisory
New York
$7.07M
BFA
69
Beaumont Financial Advisors
Massachusetts
$7.07M
Baird Financial Group
70
Baird Financial Group
Wisconsin
$7.01M
HAS
71
HBW Advisory Services
California
$6.89M
US Bancorp
72
US Bancorp
Minnesota
$6.42M
SIM
73
Synergy Investment Management
Florida
$6.34M
NWM
74
Nova Wealth Management
Florida
$6.33M
TA
75
TrueWealth Advisors
Alabama
$6.1M