UCON icon

First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

255 hedge funds and large institutions have $2.51B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 63 reducing their positions, and 14 closing their positions.

Holders
255
Holders Change
+17
Holders Change %
+7.14%
% of All Funds
3.69%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.35%
New
34
Increased
143
Reduced
63
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$82.7M
2
LPL Financial
2
LPL Financial
California
$259M
3
Ameriprise
3
Ameriprise
Minnesota
$65.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$181M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$31.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
VWA
2
Visionary Wealth Advisors
Illinois
$7.44M
3
WI
3
Wintrust Investments
Illinois
$1.23M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$6.91M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$10.3M +$367K +14,593 +4%
BAWC
52
Boyce & Associates Wealth Consulting
Texas
$9.62M +$1.18M +47,017 +14%
CPIG
53
Chicago Partners Investment Group
Illinois
$9.47M +$690K +27,864 +8%
SPIA
54
Steward Partners Investment Advisory
New York
$9.42M +$451K +17,932 +5%
P
55
&Partners
Tennessee
$9.38M +$9.38M +373,330 New
WWM
56
Western Wealth Management
Colorado
$9.27M +$2.56M +101,775 +38%
EWA
57
Etesian Wealth Advisors
Oregon
$9.17M +$2.08M +82,571 +29%
Renaissance Technologies
58
Renaissance Technologies
New York
$9.1M +$5.65M +224,671 +164%
NA
59
NewEdge Advisors
Louisiana
$8.89M +$605K +24,082 +7%
CA
60
CoreCap Advisors
Michigan
$8.88M +$787K +31,331 +10%
PGWM
61
Pitti Group Wealth Management
New York
$8.62M – – –
TWM
62
Tolleson Wealth Management
Texas
$8.6M -$4.8M -190,962 -36%
CAC
63
Certified Advisory Corp
Florida
$8.55M +$1.66M +66,060 +24%
FPF
64
First Pacific Financial
Washington
$8.39M +$21K +835 +0.3%
AAS
65
Ameritas Advisory Services
Nebraska
$8.31M -$324K -12,874 -4%
PFS
66
Prospera Financial Services
Texas
$8.16M +$608K +24,214 +8%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$8.1M +$309K +12,313 +4%
VC
68
Vicus Capital
Pennsylvania
$7.94M +$461K +18,359 +6%
XF
69
XML Financial
Maryland
$7.53M +$34.2K +1,360 +0.5%
VWA
70
Visionary Wealth Advisors
Illinois
$7.44M -$13M -515,952 -64%
M1FG
71
Mach-1 Financial Group
Arkansas
$7.42M +$874K +34,801 +13%
EH
72
Equitable Holdings
New York
$7.3M +$1.73M +68,704 +31%
TCWM
73
Total Clarity Wealth Management
Illinois
$7.28M +$601K +23,907 +9%
BFA
74
Beaumont Financial Advisors
Massachusetts
$7.13M +$4.62K +184 +0.1%
MG
75
Mather Group
Illinois
$7.11M +$419K +16,678 +6%
1 2
3
4 5