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First Trust Smith Unconstrained Bond ETF

271 hedge funds and large institutions have $2.44B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 108 increasing their positions, 131 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

26% less funds holding in top 10

Funds holding in top 10: 3425 (-9)

30% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 30

Holders
271
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$10.8M
KWM
52
Kingsview Wealth Management
Oregon
$10.8M
NA
53
NewEdge Advisors
Louisiana
$10.8M
RCAG
54
Rehmann Capital Advisory Group
Michigan
$10.7M
BAWC
55
Boyce & Associates Wealth Consulting
Texas
$10.6M
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$9.84M
P
57
&Partners
Tennessee
$9.81M
WWM
58
Western Wealth Management
Colorado
$9.64M
EH
59
Equitable Holdings
New York
$9.61M
SW
60
SlateStone Wealth
Florida
$9.58M
GLA
61
Good Life Advisors
Pennsylvania
$9.08M
M1FG
62
Mach-1 Financial Group
Arkansas
$9.06M
MML Investors Services
63
MML Investors Services
Massachusetts
$9.02M
DWM
64
Darwin Wealth Management
Florida
$8.8M
AWM
65
Apollon Wealth Management
South Carolina
$8.79M
HFP
66
Holistic Financial Partners
Indiana
$8.76M
CAC
67
Certified Advisory Corp
Florida
$8.71M
NWM
68
Nova Wealth Management
Florida
$8.49M
PWP
69
Prasad Wealth Partners
Ohio
$8.23M
TWM
70
Tolleson Wealth Management
Texas
$8.19M
CA
71
CoreCap Advisors
Michigan
$8.09M
CPA
72
Capital Performance Advisors
California
$8.05M
PJWM
73
Philip James Wealth Mangement
Georgia
$7.95M
ACA
74
Aptus Capital Advisors
Alabama
$7.94M
WAT
75
Wealth Advisory Team
Kentucky
$7.83M