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First Trust Smith Unconstrained Bond ETF

262 hedge funds and large institutions have $2.4B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 125 increasing their positions, 106 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 106

2% less capital invested

Capital invested by funds: $2.44B → $2.4B (-$38.8M)

1.03% less ownership

Funds ownership: 81.82%80.79% (-1%)

5% less funds holding

Funds holding: 275262 (-13)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
262
Holders Change
-13
Holders Change %
-4.73%
% of All Funds
3.44%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
16
Increased
125
Reduced
106
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
51
Western Wealth Management
Colorado
$10.4M +$679K +27,166 +7%
Renaissance Technologies
52
Renaissance Technologies
New York
$9.95M -$4.45M -178,033 -31%
P
53
&Partners
Tennessee
$9.86M -$78.7K -3,150 -0.8%
Cerity Partners
54
Cerity Partners
New York
$9.8M -$1.83M -73,416 -16%
PWP
55
Prasad Wealth Partners
Ohio
$9.37M +$1.04M +41,461 +13%
BAWC
56
Boyce & Associates Wealth Consulting
Texas
$9.2M -$1.5M -60,076 -14%
HFP
57
Holistic Financial Partners
Indiana
$9.19M +$322K +12,902 +4%
LOIP
58
Live Oak Investment Partners
Texas
$9.02M +$1.53M +61,380 +21%
DWM
59
Darwin Wealth Management
Florida
$8.99M +$77.3K +3,096 +0.9%
AWM
60
Apollon Wealth Management
South Carolina
$8.96M +$63.9K +2,558 +0.7%
BFG
61
Bleakley Financial Group
New Jersey
$8.87M +$1.78M +71,434 +25%
PA
62
PFG Advisors
Arizona
$8.33M +$1.04M +41,702 +14%
XF
63
XML Financial
Maryland
$8.32M +$536K +21,442 +7%
CAC
64
Certified Advisory Corp
Florida
$8.06M -$751K -30,065 -9%
TWM
65
Tolleson Wealth Management
Texas
$7.94M -$340K -13,616 -4%
CA
66
CoreCap Advisors
Michigan
$7.9M -$284K -11,349 -3%
ACA
67
Aptus Capital Advisors
Alabama
$7.84M -$199K -7,981 -3%
GFG
68
Goldstone Financial Group
Illinois
$7.61M +$358K +14,311 +5%
MG
69
Mather Group
Illinois
$7.53M +$245K +9,810 +3%
SPIA
70
Steward Partners Investment Advisory
New York
$7.07M +$133K +5,321 +2%
BFA
71
Beaumont Financial Advisors
Massachusetts
$7.07M -$240K -9,603 -3%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$7.01M +$59.9K +2,397 +0.9%
HAS
73
HBW Advisory Services
California
$6.89M -$2.89M -115,722 -30%
US Bancorp
74
US Bancorp
Minnesota
$6.42M -$1.2M -47,834 -16%
SIM
75
Synergy Investment Management
Florida
$6.34M +$6.29M +251,837 New