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First Trust Smith Unconstrained Bond ETF
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Overview Fund Activity

196 hedge funds and large institutions have $1.25B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 50 reducing their positions, and 15 closing their positions.

Holders
196
Holders Change
+12
Holders Change %
+6.52%
% of All Funds
3.13%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
28
Increased
106
Reduced
50
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$16M
2
CFS
2
Commonwealth Financial Services
West Virginia
$10.4M
3
TA
3
TruWealth Advisors
Louisiana
$9.46M
4
LPL Financial
4
LPL Financial
California
$136M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$44.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$8.05M
2
EC
2
EdgeRock Capital
Colorado
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$22.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$30.4M
5
UBS Group
5
UBS Group
Switzerland
$39.8M
Name Market Value Shares Shares
Change 		Shares
Change %
WCFA
51
Walkner Condon Financial Advisors
Wisconsin
$7.05M 294,911 -10,623 -3%
VC
52
Vicus Capital
Pennsylvania
$6.86M 286,950 +3,532 +1%
BFA
53
Beaumont Financial Advisors
Massachusetts
$6.69M 279,960 +279,960 New
XF
54
XML Financial
Maryland
$6.67M 278,998 +84,866 +44%
CA
55
CoreCap Advisors
Michigan
$6.61M 276,593 +27,370 +11%
TWM
56
Tolleson Wealth Management
Texas
$6.52M 272,950 +56,545 +26%
CPIG
57
Chicago Partners Investment Group
Illinois
$6.47M 274,191 +2,203 +0.8%
WWM
58
Western Wealth Management
Colorado
$6.36M 266,214 +40,705 +18%
MML Investors Services
59
MML Investors Services
Massachusetts
$6.29M 263,261 +1,385 +0.5%
BFG
60
Bleakley Financial Group
New Jersey
$6.12M 256,165 +59,445 +30%
SS
61
Simplicity Solutions
Minnesota
$6.12M 256,165 +59,445 +30%
FHC
62
First Heartland Consultants
Missouri
$5.9M 246,667 +209,367 +561%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$5.8M 242,845 +19,564 +9%
MA
64
Mutual Advisors
Nebraska
$5.64M 236,097 +19,995 +9%
LFGH
65
Lee Financial Group Hawaii
Hawaii
$5.59M 233,819 -100,750 -30%
MG
66
Mather Group
Illinois
$5.52M 230,854 +11,289 +5%
TCWM
67
Total Clarity Wealth Management
Illinois
$5.37M 224,805 +224,805 New
EWA
68
Etesian Wealth Advisors
Oregon
$5.27M 220,694 +15,906 +8%
MAM
69
Madison Asset Management
Wisconsin
$5.19M 217,139 -2,953 -1%
GWM
70
Geneos Wealth Management
Colorado
$5.06M 211,847 +28,482 +16%
AAS
71
Ameritas Advisory Services
Nebraska
$4.88M 204,356 +188,049 +1,153%
Stifel Financial
72
Stifel Financial
Missouri
$4.87M 203,577 -20,936 -9%
CAC
73
Certified Advisory Corp
Florida
$4.83M 202,183 +63,617 +46%
ECA
74
Elevated Capital Advisors
Utah
$4.66M 195,068 +1,426 +0.7%
OCM
75
One Capital Management
California
$4.5M 188,200 +188,200 New
1 2
3
4 5