UCON icon

First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

160 hedge funds and large institutions have $895M invested in First Trust Smith Unconstrained Bond ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 62 reducing their positions, and 13 closing their positions.

Holders
160
Holders Change
+19
Holders Change %
+13.48%
% of All Funds
2.71%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.22%
New
33
Increased
55
Reduced
62
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$117M
2
TWM
2
Tolleson Wealth Management
Texas
$17.5M
3
B
3
Bensler
Washington
$11.2M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$10.9M
5
FPF
5
First Pacific Financial
Washington
$11M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$592K
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$385K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.6M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$28.9M
Name Market Value Shares Shares
Change 		Shares
Change %
WWM
51
Western Wealth Management
Colorado
$3.68M 149,653 +2,998 +2%
SCA
52
Snowden Capital Advisors
New York
$3.55M 144,802 +3,356 +2%
Mariner
53
Mariner
Kansas
$3.51M 143,106 +51,665 +57%
IA
54
IFP Advisors
Florida
$3.32M 131,427 – –
Stifel Financial
55
Stifel Financial
Missouri
$3.28M 133,704 -279,387 -68%
SPIA
56
Steward Partners Investment Advisory
New York
$3.23M 131,898 -9,679 -7%
LCWP
57
Legacy Capital Wealth Partners
Arkansas
$3.09M 125,967 -10,761 -8%
DT
58
Daniels + Tansey
Delaware
$2.8M 114,094 +14,891 +15%
MWM
59
MBE Wealth Management
Wisconsin
$2.79M 113,763 +2,787 +3%
AWA
60
Alta Wealth Advisors
Massachusetts
$2.6M 105,961 – –
CCFM
61
Clear Creek Financial Management
Washington
$2.51M 102,226 +102,226 New
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$2.47M 100,631 -6,217 -6%
BAWC
63
Boyce & Associates Wealth Consulting
Texas
$2.42M 98,597 +62,164 +171%
WSTAM
64
Wilbanks Smith & Thomas Asset Management
Virginia
$2.42M 98,575 +3,014 +3%
FFA
65
Fi3 Financial Advisors
Indiana
$2.39M 97,766 +97,766 New
BCP
66
Blackhawk Capital Partners
Wisconsin
$2.24M 91,352 +47,605 +109%
OC
67
Oppenheimer & Co
New York
$2.21M 90,293 +5,586 +7%
EIG
68
Ellenbecker Investment Group
Wisconsin
$2.14M 87,312 +87,312 New
WA
69
WESPAC Advisors
California
$2.07M 84,320 +17,384 +26%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$1.87M 76,460 +76,460 New
TFS
71
TrustCore Financial Services
Tennessee
$1.81M 73,959 +27,031 +58%
TCM
72
Triumph Capital Management
Colorado
$1.79M 73,034 -81,588 -53%
Truist Financial
73
Truist Financial
North Carolina
$1.76M 71,925 -6,913 -9%
GM
74
GeoWealth Management
Illinois
$1.73M 70,737 -87 -0.1%
CA
75
Crumly & Associates
Illinois
$1.65M 67,448 +6,790 +11%
1 2
3
4 5