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First Trust Smith Unconstrained Bond ETF

88 hedge funds and large institutions have $469M invested in First Trust Smith Unconstrained Bond ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
14
Increased
52
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$1.05M +$68.2K +2,565 +7%
Truist Financial
52
Truist Financial
North Carolina
$992K -$441K -16,592 -31%
DC
53
Davenport & Co
Virginia
$982K +$982K +36,937 New
SWM
54
Spire Wealth Management
Virginia
$957K +$245K +9,223 +34%
GWA
55
GGM Wealth Advisors
Maryland
$806K +$99.2K +3,750 +14%
BA
56
Bridgewater Advisors
New York
$720K
PFS
57
Prospera Financial Services
Texas
$718K -$4.84K -182 -0.7%
MSFS
58
Main Street Financial Solutions
Pennsylvania
$670K -$53.2K -2,000 -7%
UCFA
59
United Capital Financial Advisors
Texas
$649K -$19.9K -750 -3%
KAS
60
Kestra Advisory Services
Texas
$632K +$209K +7,873 +49%
SW
61
SteelPeak Wealth
California
$581K +$9.76K +367 +2%
SG
62
StoneX Group
New York
$535K -$99.1K -3,721 -16%
BRWM
63
B. Riley Wealth Management
Tennessee
$517K +$517K +19,438 New
NFG
64
Next Financial Group
Texas
$470K -$31.1K -1,170 -6%
HT
65
HighTower Trust
Texas
$449K
IAP
66
Indie Asset Partners
Indiana
$443K +$70.4K +2,650 +19%
NA
67
NewEdge Advisors
Louisiana
$437K -$24.2K -909 -5%
MSAM
68
Moloney Securities Asset Management
Missouri
$436K +$222K +8,338 +104%
BCI
69
Brinker Capital Investments
Pennsylvania
$432K
IA
70
IFP Advisors
Florida
$419K +$166K +6,225 +66%
HAS
71
HBW Advisory Services
California
$373K -$502K -18,883 -57%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$368K +$368K +13,828 New
TWM
73
TMD Wealth Management
Arizona
$349K +$85.6K +3,224 +33%
PWM
74
Purus Wealth Management
California
$334K +$334K +12,566 New
GVAG
75
Great Valley Advisor Group
Delaware
$317K +$317K +11,914 New