UCON icon

First Trust Smith Unconstrained Bond ETF

282 hedge funds and large institutions have $2.95B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 140 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-17
Holders Change %
-5.69%
% of All Funds
3.83%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.46%
New
30
Increased
140
Reduced
94
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCFA
51
Walkner Condon Financial Advisors
Wisconsin
$12.1M +$1.64M +66,220 +16%
Cerity Partners
52
Cerity Partners
New York
$11.9M +$121K +4,906 +1%
PAG
53
Private Advisor Group
New Jersey
$11.7M +$758K +30,624 +7%
NWM
54
Nova Wealth Management
Florida
$11.5M -$2.28M -91,984 -17%
Mariner
55
Mariner
Kansas
$11.5M +$628K +25,366 +6%
CPIG
56
Chicago Partners Investment Group
Illinois
$11.3M +$1.47M +59,487 +15%
EWA
57
Etesian Wealth Advisors
Oregon
$11.3M +$1.16M +46,887 +11%
AWM
58
Apollon Wealth Management
South Carolina
$11.1M -$23M -931,125 -68%
PWP
59
Prasad Wealth Partners
Ohio
$11.1M +$533K +21,536 +5%
BAWC
60
Boyce & Associates Wealth Consulting
Texas
$10.8M +$452K +18,275 +4%
KWM
61
Kingsview Wealth Management
Oregon
$10.8M +$6.97M +281,463 +182%
FF
62
Financial Futures
New Jersey
$10.6M -$238K -9,601 -2%
SW
63
SlateStone Wealth
Florida
$10.3M -$453K -18,307 -4%
EH
64
Equitable Holdings
New York
$10M +$1.47M +59,263 +17%
NA
65
NewEdge Advisors
Louisiana
$9.97M +$1.22M +49,321 +14%
WWM
66
Western Wealth Management
Colorado
$9.45M +$239K +9,672 +3%
SWAG
67
Spectrum Wealth Advisory Group
California
$9.43M +$4.37M +176,485 +86%
P
68
&Partners
Tennessee
$9.41M -$384K -15,518 -4%
DWM
69
Darwin Wealth Management
Florida
$9.36M
CAC
70
Certified Advisory Corp
Florida
$8.86M -$4.21K -170 -0%
MML Investors Services
71
MML Investors Services
Massachusetts
$8.82M +$2.56M +103,276 +41%
FA
72
Fagan Associates
New York
$8.79M +$436K +17,605 +5%
GLA
73
Good Life Advisors
Pennsylvania
$8.15M +$1.74M +70,300 +27%
AI
74
Atria Investments
North Carolina
$8.11M +$6.89M +278,304 +566%
AAS
75
Ameritas Advisory Services
Nebraska
$8.07M +$274K +11,087 +4%