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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

141 hedge funds and large institutions have $832M invested in First Trust Smith Unconstrained Bond ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 59 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+26
Holders Change %
+22.61%
% of All Funds
2.23%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
40
Increased
59
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$104M
2
Citadel Advisors
2
Citadel Advisors
Florida
$20.2M
3
VWA
3
Visionary Wealth Advisors
Illinois
$15.3M
4
MAM
4
Madison Asset Management
Wisconsin
$14.8M
5
Bank of America
5
Bank of America
North Carolina
$44.2M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$37.6M
2
SMF
2
Sterling Manor Financial
New York
$741K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$9.18M
4
CCA
4
Childress Capital Advisors
Texas
$0
5
BWM
5
BlackDiamond Wealth Management
New York
$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
51
Western Wealth Management
Colorado
$3.74M +$1.86M +72,968 +99%
SPIA
52
Steward Partners Investment Advisory
New York
$3.61M +$481K +18,831 +15%
SCA
53
Snowden Capital Advisors
New York
$3.61M -$7.89K -309 -0.2%
LCWP
54
Legacy Capital Wealth Partners
Arkansas
$3.49M +$3.49M +136,728 New
IA
55
IFP Advisors
Florida
$3.32M +$2.67M +105,528 +407%
EE
56
EWG Elevate
California
$2.85M +$371K +14,530 +15%
MWM
57
MBE Wealth Management
Wisconsin
$2.83M +$2.83M +110,976 New
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$2.73M +$2.08M +81,453 +321%
AWA
59
Alta Wealth Advisors
Massachusetts
$2.71M +$2.71M +105,961 New
DT
60
Daniels + Tansey
Delaware
$2.53M +$2.53M +99,203 New
WSTAM
61
Wilbanks Smith & Thomas Asset Management
Virginia
$2.4M +$2.4M +95,561 New
Mariner
62
Mariner
Kansas
$2.33M +$2.33M +91,441 New
OC
63
Oppenheimer & Co
New York
$2.16M +$2.16M +84,707 New
BWM
64
BlackDiamond Wealth Management
New York
$2.02M -$2.26M -88,357 -53%
Truist Financial
65
Truist Financial
North Carolina
$2.01M -$454K -17,764 -18%
GM
66
GeoWealth Management
Illinois
$1.81M +$4.9K +192 +0.3%
GWM
67
Geneos Wealth Management
Colorado
$1.76M +$1.57M +61,460 +834%
FPF
68
First Pacific Financial
Washington
$1.72M +$44.3K +1,737 +3%
WA
69
WESPAC Advisors
California
$1.71M -$214K -8,377 -11%
TWM
70
Tolleson Wealth Management
Texas
$1.67M -$902K -35,332 -35%
AI
71
Atria Investments
North Carolina
$1.65M +$42.5K +1,664 +3%
FTUS
72
Flow Traders U.S.
New York
$1.63M +$915K +35,820 +127%
PAG
73
Private Advisory Group
Washington
$1.56M +$1.56M +60,968 New
CA
74
Crumly & Associates
Illinois
$1.55M +$10.5K +413 +0.7%
RJA
75
Raymond James & Associates
Florida
$1.4M +$392K +15,367 +39%
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