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First Trust Smith Unconstrained Bond ETF

277 hedge funds and large institutions have $2.62B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 122 increasing their positions, 91 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
BFG
51
Bleakley Financial Group
New Jersey
$10.4M
HAS
52
HBW Advisory Services
California
$9.98M
P
53
&Partners
Tennessee
$9.8M
PWP
54
Prasad Wealth Partners
Ohio
$9.58M
Cerity Partners
55
Cerity Partners
New York
$9.46M
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$9.41M
M1FG
57
Mach-1 Financial Group
Arkansas
$9.38M
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$9.2M
BAWC
59
Boyce & Associates Wealth Consulting
Texas
$9.09M
DWM
60
Darwin Wealth Management
Florida
$9.05M
ACM
61
Appalachian Capital Management
Ohio
$8.89M
AWM
62
Axxcess Wealth Management
California
$8.87M
CA
63
CoreCap Advisors
Michigan
$8.51M
PNC
64
Park National Corp
Ohio
$8.44M
PA
65
PFG Advisors
Arizona
$8.38M
LOIP
66
Live Oak Investment Partners
Texas
$8.35M
AWM
67
Apollon Wealth Management
South Carolina
$8.33M
US Bancorp
68
US Bancorp
Minnesota
$8.19M
CAC
69
Certified Advisory Corp
Florida
$7.93M
WAT
70
Wealth Advisory Team
Kentucky
$7.9M
GFG
71
Goldstone Financial Group
Illinois
$7.9M
XF
72
XML Financial
Maryland
$7.88M
GWP
73
Gateway Wealth Partners
Wisconsin
$7.83M
MG
74
Mather Group
Illinois
$7.63M
SPIA
75
Steward Partners Investment Advisory
New York
$7.21M