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First Trust Smith Unconstrained Bond ETF
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Overview Fund Activity

171 hedge funds and large institutions have $1.02B invested in First Trust Smith Unconstrained Bond ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 56 reducing their positions, and 7 closing their positions.

Holders
171
Holders Change
+11
Holders Change %
+6.88%
% of All Funds
2.96%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.29%
New
20
Increased
77
Reduced
56
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$32.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$145M
3
Truist Financial
3
Truist Financial
North Carolina
$17.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.6M
5
UBS Group
5
UBS Group
Switzerland
$25.4M

Top Sellers

1
FPF
1
First Pacific Financial
Washington
$1.15M
2
MAM
2
Madison Asset Management
Wisconsin
$5.8M
3
Bank of America
3
Bank of America
North Carolina
$41.8M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$25.2M
5
FFA
5
Fi3 Financial Advisors
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ECA
51
Elevated Capital Advisors
Utah
$4.37M 183,494 +183,494 New
GPWA
52
Great Point Wealth Advisors
Massachusetts
$4.31M 181,094 +181,094 New
IA
53
IFP Advisors
Florida
$4.26M 168,475 +37,048 +28%
RIA
54
Regal Investment Advisors
Michigan
$4.17M 175,207 -430 -0.2%
WWM
55
Western Wealth Management
Colorado
$3.91M 164,042 +14,389 +10%
Mariner
56
Mariner
Kansas
$3.78M 158,753 +15,647 +11%
AWM
57
AE Wealth Management
Kansas
$3.49M 146,438 -17,279 -11%
SCA
58
Snowden Capital Advisors
New York
$3.31M 139,137 -5,665 -4%
Stifel Financial
59
Stifel Financial
Missouri
$3.3M 138,346 +4,642 +3%
SPIA
60
Steward Partners Investment Advisory
New York
$3.24M 135,869 +3,971 +3%
NCM
61
Northwest Capital Management
Oregon
$3.11M 130,529 -43,849 -25%
LCWP
62
Legacy Capital Wealth Partners
Arkansas
$2.91M 122,180 -3,787 -3%
EIG
63
Ellenbecker Investment Group
Wisconsin
$2.91M 122,044 +34,732 +40%
KWM
64
Kingsview Wealth Management
Oregon
$2.88M 120,774 +89,588 +287%
MWM
65
MBE Wealth Management
Wisconsin
$2.68M 112,312 -1,451 -1%
AWA
66
Alta Wealth Advisors
Massachusetts
$2.52M 105,961 – –
BAWC
67
Boyce & Associates Wealth Consulting
Texas
$2.49M 104,408 +5,811 +6%
DT
68
Daniels + Tansey
Delaware
$2.47M 103,863 -10,231 -9%
OBWG
69
Onyx Bridge Wealth Group
New York
$2.46M 103,156 +103,156 New
CCFM
70
Clear Creek Financial Management
Washington
$2.41M 101,332 -894 -0.9%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$2.36M 99,259 -1,372 -1%
WSTAM
72
Wilbanks Smith & Thomas Asset Management
Virginia
$2.24M 93,915 -4,660 -5%
GWM
73
Geneos Wealth Management
Colorado
$2.03M 85,098 +78,628 +1,215%
GIA
74
Gladstone Institutional Advisory
Florida
$2M 83,977 +40,275 +92%
QAM
75
Q3 Asset Management
Michigan
$1.93M 80,815 +80,815 New
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