UCON icon

First Trust Smith Unconstrained Bond ETF

57 hedge funds and large institutions have $175M invested in First Trust Smith Unconstrained Bond ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+16
Holders Change %
+39.02%
% of All Funds
1.01%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
18
Increased
25
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TPWA
51
TRUE Private Wealth Advisors
Oregon
$170K +$46.4K +1,748 +38%
IWP
52
IAG Wealth Partners
Wisconsin
$113K -$3.75K -140 -3%
BFEC
53
Benjamin F. Edwards & Company
Missouri
$87K +$87K +3,274 New
IA
54
IFP Advisors
Florida
$42K +$42K +1,592 New
Wells Fargo
55
Wells Fargo
California
$31K +$53 +2 +0.2%
Morgan Stanley
56
Morgan Stanley
New York
$16K +$10.3K +390 +182%
APA
57
American Portfolios Advisors
New York
$16K +$16K +598 New
Jane Street
58
Jane Street
New York
-$1.52M -57,912 Closed
GSWM
59
Golden State Wealth Management
California
-$42K -1,600 Closed