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First Trust Smith Unconstrained Bond ETF
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Overview Fund Activity

268 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, 128 reducing their positions, and 29 closing their positions.

Holders
268
Holders Change
-14
Holders Change %
-4.96%
% of All Funds
3.6%
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
128
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HAS
1
HBW Advisory Services
California
$12.4M
2
WAT
2
Wealth Advisory Team
Kentucky
$7.83M
3
SWAG
3
Spectrum Wealth Advisory Group
California
$17M
4
LOIP
4
Live Oak Investment Partners
Texas
$7.38M
5
LIS
5
Legacy Investment Solutions
Idaho
$6.89M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$15.7M
2
WWM
2
Wagner Wealth Management
South Carolina
$20M
3
LPL Financial
3
LPL Financial
California
$277M
4
CJH
4
Christopher J. Hasenberg
Wisconsin
$770K
5
MFA
5
Morling Financial Advisors
California
$420K
Name Market Value Shares Shares
Change 		Shares
Change %
XF
76
XML Financial
Maryland
$7.68M 308,674 +301 +0.1%
US Bancorp
77
US Bancorp
Minnesota
$7.53M 302,651 +33,864 +13%
LOIP
78
Live Oak Investment Partners
Texas
$7.38M 296,599 +296,599 New
BFA
79
Beaumont Financial Advisors
Massachusetts
$7.23M 290,312 -14,230 -5%
MG
80
Mather Group
Illinois
$7.2M 289,129 +2,434 +0.8%
PA
81
PFG Advisors
Arizona
$7.19M 288,901 +18,009 +7%
GFG
82
Goldstone Financial Group
Illinois
$7.15M 287,618 -6,008 -2%
BFG
83
Bleakley Financial Group
New Jersey
$6.98M 280,562 +10,132 +4%
LWMI
84
Legacy Wealth Management (Idaho)
Idaho
$6.89M 276,854 +149,128 +117%
LIS
85
Legacy Investment Solutions
Idaho
$6.89M 276,854 +276,854 New
Baird Financial Group
86
Baird Financial Group
Wisconsin
$6.86M 275,756 -7,256 -3%
SPIA
87
Steward Partners Investment Advisory
New York
$6.86M 275,478 -3,823 -1%
GA
88
GSG Advisors
New Jersey
$6.18M 248,414 -2,618 -1%
SWTS
89
Stonehaven Wealth & Tax Solutions
Wisconsin
$6.11M 245,652 +7,517 +3%
Envestnet Portfolio Solutions
90
Envestnet Portfolio Solutions
Illinois
$5.98M 240,141 +14,801 +7%
AAS
91
Avantax Advisory Services
Texas
$5.97M 239,994 +6,854 +3%
TA
92
TrueWealth Advisors
Alabama
$5.9M 236,886 +37,287 +19%
EW
93
Entruity Wealth
California
$5.62M 225,970 +13,809 +7%
WWA
94
WCG Wealth Advisors
Nevada
$5.62M 225,734 +18,757 +9%
TPWA
95
Twin Peaks Wealth Advisors
California
$5.51M 221,001 +1,333 +0.6%
SIM
96
Stratos Investment Management
Ohio
$5.51M 221,271 +49,071 +28%
BFG
97
Beacon Financial Group
Texas
$5.45M 219,131 -23,485 -10%
KP
98
Keel Point
Alabama
$5.04M 202,658 -438 -0.2%
TCWM
99
Total Clarity Wealth Management
Illinois
$4.89M 196,457 -14,882 -7%
RWA
100
Redhawk Wealth Advisors
Minnesota
$4.73M 189,841 -105,202 -36%
2 3
4
5 6