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First Trust Smith Unconstrained Bond ETF

211 hedge funds and large institutions have $1.72B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+15
Holders Change %
+7.65%
% of All Funds
3.09%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
37
Increased
109
Reduced
59
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPIG
51
Chicago Partners Investment Group
Illinois
$8M +$1.28M +51,971 +19%
FAIM
52
Financial Advocates Investment Management
Washington
$7.83M -$2.77M -112,112 -26%
WCFA
53
Walkner Condon Financial Advisors
Wisconsin
$7.78M +$483K +19,504 +7%
AWM
54
AE Wealth Management
Kansas
$7.73M -$3.86M -156,833 -33%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$7.62M -$235K -9,511 -3%
SPIA
56
Steward Partners Investment Advisory
New York
$7.43M -$266K -10,746 -3%
XF
57
XML Financial
Maryland
$7.22M +$314K +12,695 +5%
WWM
58
Western Wealth Management
Colorado
$7.01M +$423K +17,085 +6%
VC
59
Vicus Capital
Pennsylvania
$6.93M -$170K -6,874 -2%
CA
60
CoreCap Advisors
Michigan
$6.92M +$79.2K +3,203 +1%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$6.87M +$3.19M +128,810 +86%
BFG
62
Beacon Financial Group
Texas
$6.64M +$3.36M +135,688 +102%
BFA
63
Beaumont Financial Advisors
Massachusetts
$6.49M -$436K -17,615 -6%
SS
64
Simplicity Solutions
Minnesota
$6.48M +$140K +5,644 +2%
BFG
65
Bleakley Financial Group
New Jersey
$6.48M +$138K +5,587 +2%
MG
66
Mather Group
Illinois
$6.28M +$571K +23,074 +10%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$6.26M -$1.74M -70,205 -22%
MA
68
Mutual Advisors
Nebraska
$6.04M +$197K +7,983 +3%
EWA
69
Etesian Wealth Advisors
Oregon
$5.95M +$477K +19,229 +9%
FHC
70
First Heartland Consultants
Missouri
$5.94M -$164K -6,638 -3%
NEWAS
71
N.E.W. Advisory Services
Wisconsin
$5.88M +$2.7M +108,987 +85%
LFGH
72
Lee Financial Group Hawaii
Hawaii
$5.81M +$26.9K +1,087 +0.5%
GWM
73
Geneos Wealth Management
Colorado
$5.69M +$454K +18,338 +9%
TCWM
74
Total Clarity Wealth Management
Illinois
$5.58M +$19.6K +794 +0.4%
M1FG
75
Mach-1 Financial Group
Arkansas
$5.52M -$4.52M -182,670 -45%