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First Trust Smith Unconstrained Bond ETF

86 hedge funds and large institutions have $367M invested in First Trust Smith Unconstrained Bond ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+18
Holders Change %
+26.47%
% of All Funds
1.5%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
20
Increased
43
Reduced
17
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
51
Raymond James & Associates
Florida
$933K +$22.9K +858 +3%
HAS
52
HBW Advisory Services
California
$877K -$2.93K -110 -0.3%
PFS
53
Prospera Financial Services
Texas
$726K -$77.1K -2,887 -10%
MSFS
54
Main Street Financial Solutions
Pennsylvania
$725K -$313K -11,730 -30%
BA
55
Bridgewater Advisors
New York
$722K +$17.3K +650 +2%
SWM
56
Spire Wealth Management
Virginia
$714K +$674K +25,270 +1,682%
GWA
57
GGM Wealth Advisors
Maryland
$712K +$50.1K +1,880 +8%
UCFA
58
United Capital Financial Advisors
Texas
$671K +$20.5K +769 +3%
MHS
59
M Holdings Securities
Oregon
$640K +$9.78K +367 +2%
SG
60
StoneX Group
New York
$635K +$635K +23,818 New
SW
61
SteelPeak Wealth
California
$573K -$26.3K -984 -4%
Citadel Advisors
62
Citadel Advisors
Florida
$572K -$391K -14,644 -41%
NFG
63
Next Financial Group
Texas
$502K +$15.3K +575 +3%
NA
64
NewEdge Advisors
Louisiana
$462K +$462K +17,348 New
HT
65
HighTower Trust
Texas
$451K
BCI
66
Brinker Capital Investments
Pennsylvania
$433K
KAS
67
Kestra Advisory Services
Texas
$424K +$120K +4,515 +40%
IAP
68
Indie Asset Partners
Indiana
$374K +$118K +4,425 +46%
VR
69
Viridian RIA
Washington
$335K -$418K
CCIA
70
Cherry Creek Investment Advisors
Colorado
$326K +$326K +12,226 New
TWM
71
TMD Wealth Management
Arizona
$264K +$264K +9,915 New
SPIA
72
Steward Partners Investment Advisory
New York
$262K +$72.3K +2,711 +38%
IA
73
IFP Advisors
Florida
$253K +$160K +6,026 +173%
GWM
74
Geneos Wealth Management
Colorado
$228K
CA
75
Claro Advisors
Massachusetts
$218K -$15.1K -565 -6%