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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

115 hedge funds and large institutions have $643M invested in First Trust Smith Unconstrained Bond ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 52 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
115
Holders Change
+27
Holders Change %
+30.68%
% of All Funds
1.78%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
32
Increased
52
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$91M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$50.4M
3
LPL Financial
3
LPL Financial
California
$79.2M
4
Bank of America
4
Bank of America
North Carolina
$30.6M
5
SI
5
Stephens Inc
Arkansas
$8.53M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$8.74M
2
NCM
2
Northwest Capital Management
Oregon
$6.2M
3
OMC
3
Old Mission Capital
Illinois
$0
4
AI
4
Atria Investments
North Carolina
$1.67M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$1.94M +$897K +34,015 +86%
GM
52
GeoWealth Management
Illinois
$1.86M +$108K +4,102 +6%
DC
53
Davenport & Co
Virginia
$1.75M +$776K +29,414 +80%
FPF
54
First Pacific Financial
Washington
$1.73M +$7.86K +298 +0.5%
AI
55
Atria Investments
North Carolina
$1.67M -$2.8M -106,211 -63%
FF
56
Financial Futures
New Jersey
$1.59M +$1.59M +60,363 New
CA
57
Crumly & Associates
Illinois
$1.57M +$205K +7,848 +15%
GIA
58
Gladstone Institutional Advisory
Florida
$1.46M -$112K -4,266 -7%
SWP
59
Stratos Wealth Partners
Ohio
$1.06M +$22K +835 +2%
WCFA
60
Walkner Condon Financial Advisors
Wisconsin
$1.04M +$1.04M +39,550 New
RJA
61
Raymond James & Associates
Florida
$1.04M -$69.8K -2,646 -6%
SWM
62
Spire Wealth Management
Virginia
$953K +$3.61K +137 +0.4%
EIA
63
Eldridge Investment Advisors
New Hampshire
$918K +$918K +34,800 New
PWM
64
Purus Wealth Management
California
$830K +$499K +18,926 +151%
OPS
65
Orion Portfolio Solutions
Nebraska
$830K +$830K +31,461 New
GWA
66
GGM Wealth Advisors
Maryland
$800K – – –
FTUS
67
Flow Traders U.S.
New York
$742K +$742K +28,130 New
BA
68
Bridgewater Advisors
New York
$714K – – –
PFS
69
Prospera Financial Services
Texas
$695K -$17.4K -660 -2%
IA
70
IFP Advisors
Florida
$692K +$272K +10,172 +65%
IWC
71
Integrated Wealth Concepts
Massachusetts
$686K +$686K +26,031 New
AWM
72
Apollon Wealth Management
South Carolina
$675K +$675K +25,582 New
TFS
73
TrustCore Financial Services
Tennessee
$674K +$674K +25,570 New
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$670K +$305K +11,567 +84%
FA
75
Flagstar Advisors
New York
$659K +$659K +24,992 New
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