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First Trust Smith Unconstrained Bond ETF

238 hedge funds and large institutions have $2.1B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 129 increasing their positions, 57 reducing their positions, and 15 closing their positions.

Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
3.46%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.29%
New
42
Increased
129
Reduced
57
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$9.65M +$825K +33,753 +9%
APP
52
Avantax Planning Partners
Iowa
$9.54M -$5.29M -216,337 -36%
RIA
53
Regal Investment Advisors
Michigan
$9.51M +$396K +16,209 +4%
KAS
54
Kestra Advisory Services
Texas
$9.02M +$1.01M +41,151 +13%
CPIG
55
Chicago Partners Investment Group
Illinois
$8.75M +$354K +14,351 +4%
SPIA
56
Steward Partners Investment Advisory
New York
$8.72M +$325K +13,286 +4%
PGWM
57
Pitti Group Wealth Management
New York
$8.62M +$8.62M +348,616 New
AAS
58
Ameritas Advisory Services
Nebraska
$8.4M +$1.26M +51,681 +18%
BAWC
59
Boyce & Associates Wealth Consulting
Texas
$8.21M +$3M +122,882 +58%
FPF
60
First Pacific Financial
Washington
$8.14M -$307K -12,564 -4%
NA
61
NewEdge Advisors
Louisiana
$8.06M +$7.71M +315,274 +2,207%
CA
62
CoreCap Advisors
Michigan
$7.87M +$41.8K +1,711 +0.5%
SW
63
Simplicity Wealth
New Jersey
$7.62M +$334K +13,646 +5%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$7.58M +$436K +17,836 +6%
PFS
65
Prospera Financial Services
Texas
$7.35M +$3.53M +144,400 +92%
XF
66
XML Financial
Maryland
$7.29M +$513 +21 +0%
VC
67
Vicus Capital
Pennsylvania
$7.27M +$18.4K +751 +0.3%
NEWAS
68
N.E.W. Advisory Services
Wisconsin
$7.22M +$538K +22,011 +8%
BFG
69
Bleakley Financial Group
New Jersey
$7.06M +$344K +14,065 +5%
BFA
70
Beaumont Financial Advisors
Massachusetts
$6.93M +$621K +25,419 +10%
EWA
71
Etesian Wealth Advisors
Oregon
$6.9M +$552K +22,577 +9%
CAC
72
Certified Advisory Corp
Florida
$6.71M +$977K +39,955 +17%
MA
73
Mutual Advisors
Nebraska
$6.58M -$2.94M -119,040 -31%
MG
74
Mather Group
Illinois
$6.55M +$305K +12,397 +5%
WWM
75
Western Wealth Management
Colorado
$6.53M -$98.6K -4,034 -1%