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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

271 hedge funds and large institutions have $2.43B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 107 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-11
Holders Change %
-3.9%
% of All Funds
3.63%
Holding in Top 10
25
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-26.47%
% of All Funds
0.34%
New
21
Increased
107
Reduced
131
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HAS
HBW Advisory Services
California
+$11M
2
SWAG
Spectrum Wealth Advisory Group
California
+$7.53M
3
LOIP
Live Oak Investment Partners
Texas
+$7.38M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.38M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$5.44M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$212M
2
WWM
Wagner Wealth Management
South Carolina
-$35.1M
3
LPL Financial
LPL Financial
California
-$32.4M
4
CJH
Christopher J. Hasenberg
Wisconsin
-$31.5M
5
MFA
Morling Financial Advisors
California
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$10.8M -$704K -28,285 -6%
KWM
52
Kingsview Wealth Management
Oregon
$10.8M -$93.1K -3,741 -0.9%
NA
53
NewEdge Advisors
Louisiana
$10.8M +$724K +29,076 +7%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$10.7M -$16.9M -677,972 -61%
BAWC
55
Boyce & Associates Wealth Consulting
Texas
$10.6M -$302K -12,116 -3%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$9.84M +$2.83M +113,666 +40%
P
57
&Partners
Tennessee
$9.81M +$362K +14,545 +4%
WWM
58
Western Wealth Management
Colorado
$9.64M +$137K +5,507 +1%
EH
59
Equitable Holdings
New York
$9.61M -$457K -18,345 -5%
SW
60
SlateStone Wealth
Florida
$9.58M -$777K -31,218 -8%
GLA
61
Good Life Advisors
Pennsylvania
$9.08M +$880K +35,372 +11%
M1FG
62
Mach-1 Financial Group
Arkansas
$9.06M +$1.18M +47,387 +15%
MML Investors Services
63
MML Investors Services
Massachusetts
$9.02M +$142K +5,693 +2%
DWM
64
Darwin Wealth Management
Florida
$8.8M -$643K -25,833 -7%
AWM
65
Apollon Wealth Management
South Carolina
$8.79M -$2.35M -94,459 -21%
HFP
66
Holistic Financial Partners
Indiana
$8.76M +$3.29M +132,376 +60%
CAC
67
Certified Advisory Corp
Florida
$8.71M -$200K -8,046 -2%
NWM
68
Nova Wealth Management
Florida
$8.49M -$3.09M -123,993 -27%
PWP
69
Prasad Wealth Partners
Ohio
$8.23M -$2.89M -116,256 -26%
TWM
70
Tolleson Wealth Management
Texas
$8.19M +$1.11M +44,692 +16%
CA
71
CoreCap Advisors
Michigan
$8.09M +$661K +26,557 +9%
CPA
72
Capital Performance Advisors
California
$8.05M +$2.15M +86,545 +37%
PJWM
73
Philip James Wealth Mangement
Georgia
$7.95M +$39.8K +1,601 +0.5%
ACA
74
Aptus Capital Advisors
Alabama
$7.94M +$346K +13,896 +5%
WAT
75
Wealth Advisory Team
Kentucky
$7.83M +$7.83M +314,692 New
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