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First Trust Smith Unconstrained Bond ETF

258 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 15 funds opening new positions, 124 increasing their positions, 105 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

Holders
258
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$31.2M
2 +$23.4M
3 +$16.3M
4
Morgan Stanley
Morgan Stanley
New York
+$15.6M
5
Osaic Holdings
Osaic Holdings
Arizona
+$8.43M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
51
Western Wealth Management
Colorado
$10.4M
Renaissance Technologies
52
Renaissance Technologies
New York
$9.95M
P
53
&Partners
Tennessee
$9.86M
Cerity Partners
54
Cerity Partners
New York
$9.8M
PWP
55
Prasad Wealth Partners
Ohio
$9.37M
BAWC
56
Boyce & Associates Wealth Consulting
Texas
$9.2M
HFP
57
Holistic Financial Partners
Indiana
$9.19M
LOIP
58
Live Oak Investment Partners
Texas
$9.02M
DWM
59
Darwin Wealth Management
Florida
$8.99M
AWM
60
Apollon Wealth Management
South Carolina
$8.96M
BFG
61
Bleakley Financial Group
New Jersey
$8.87M
PA
62
PFG Advisors
Arizona
$8.33M
XF
63
XML Financial
Maryland
$8.32M
CAC
64
Certified Advisory Corp
Florida
$8.06M
TWM
65
Tolleson Wealth Management
Texas
$7.94M
CA
66
CoreCap Advisors
Michigan
$7.9M
ACA
67
Aptus Capital Advisors
Alabama
$7.84M
GFG
68
Goldstone Financial Group
Illinois
$7.61M
MG
69
Mather Group
Illinois
$7.53M
SPIA
70
Steward Partners Investment Advisory
New York
$7.07M
BFA
71
Beaumont Financial Advisors
Massachusetts
$7.07M
Baird Financial Group
72
Baird Financial Group
Wisconsin
$7.01M
HAS
73
HBW Advisory Services
California
$6.89M
US Bancorp
74
US Bancorp
Minnesota
$6.42M
SIM
75
Synergy Investment Management
Florida
$6.34M