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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

299 hedge funds and large institutions have $2.79B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 141 increasing their positions, 87 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+44
Holders Change %
+17.25%
% of All Funds
3.98%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
60
Increased
141
Reduced
87
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$295M
2
Bank of America
2
Bank of America
North Carolina
$119M
3
Wells Fargo
3
Wells Fargo
California
$104M
4
UBS Group
4
UBS Group
Switzerland
$217M
5
HI
5
Harbour Investments
Wisconsin
$98M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$0
2
PGWM
2
Pitti Group Wealth Management
New York
$0
3
CJH
3
Christopher J. Hasenberg
Wisconsin
$3.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.02M
5
M1FG
5
Mach-1 Financial Group
Arkansas
$782K
Name Holding Trade Value Shares
Change 		Shares
Change %
WCFA
51
Walkner Condon Financial Advisors
Wisconsin
$10.4M -$734K -29,772 -7%
PIA
52
Perennial Investment Advisors
California
$10.3M +$3.99M +161,783 +63%
BAWC
53
Boyce & Associates Wealth Consulting
Texas
$10.3M +$896K +36,355 +10%
EWA
54
Etesian Wealth Advisors
Oregon
$10.1M +$1.1M +44,598 +12%
CPIG
55
Chicago Partners Investment Group
Illinois
$9.84M +$424K +17,205 +4%
VWA
56
Visionary Wealth Advisors
Illinois
$9.83M +$2.53M +102,727 +35%
P
57
&Partners
Tennessee
$9.74M +$545K +22,105 +6%
SPIA
58
Steward Partners Investment Advisory
New York
$9.7M +$460K +18,658 +5%
DWM
59
Darwin Wealth Management
Florida
$9.36M -$1.66M -67,544 -15%
WWM
60
Western Wealth Management
Colorado
$9.17M +$84K +3,407 +0.9%
CAC
61
Certified Advisory Corp
Florida
$8.83M +$444K +18,008 +5%
NA
62
NewEdge Advisors
Louisiana
$8.72M +$1.04K +42 +0%
EH
63
Equitable Holdings
New York
$8.51M +$1.35M +54,797 +19%
PJWM
64
Philip James Wealth Mangement
Georgia
$8.49M -$3.92M -159,051 -32%
MC
65
McCarthy & Cox
Ohio
$8.46M +$8.46M +343,269 New
FA
66
Fagan Associates
New York
$8.32M +$4.73M +192,014 +132%
FPF
67
First Pacific Financial
Washington
$8.18M -$52.1K -2,112 -0.6%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$8.08M -$2.01M -81,720 -20%
VC
69
Vicus Capital
Pennsylvania
$7.99M +$204K +8,274 +3%
XF
70
XML Financial
Maryland
$7.8M +$409K +16,610 +6%
AAS
71
Ameritas Advisory Services
Nebraska
$7.76M -$387K -15,686 -5%
TWM
72
Tolleson Wealth Management
Texas
$7.72M -$722K -29,284 -9%
BFA
73
Beaumont Financial Advisors
Massachusetts
$7.4M +$405K +16,410 +6%
NEWAS
74
N.E.W. Advisory Services
Wisconsin
$7.22M +$5.21M +211,414 +259%
GFG
75
Goldstone Financial Group
Illinois
$7.16M +$1.87M +75,928 +35%
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3
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