UCON icon

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
NWM
76
Nova Wealth Management
Florida
$6.33M
TA
77
TrueWealth Advisors
Alabama
$6.1M
EW
78
Entruity Wealth
California
$6.09M
KWM
79
Kingsview Wealth Management
Oregon
$6.09M
SWTS
80
Stonehaven Wealth & Tax Solutions
Wisconsin
$6.08M
GA
81
GSG Advisors
New Jersey
$5.96M
PJWM
82
Philip James Wealth Mangement
Georgia
$5.93M
GWP
83
Gateway Wealth Partners
Wisconsin
$5.86M
TPWA
84
Twin Peaks Wealth Advisors
California
$5.75M
WWA
85
WCG Wealth Advisors
Nevada
$5.74M
SW
86
SlateStone Wealth
Florida
$5.6M
KP
87
Keel Point
Alabama
$5.53M
NA
88
NewEdge Advisors
Louisiana
$5.47M
OC
89
Oppenheimer & Co
New York
$5.1M
RWA
90
Redhawk Wealth Advisors
Minnesota
$4.96M
BFG
91
Beacon Financial Group
Texas
$4.77M
TCWM
92
Total Clarity Wealth Management
Illinois
$4.7M
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
$4.6M
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$4.47M
GSWM
95
Golden State Wealth Management
California
$4.12M
TA
96
Tactive Advisors
Florida
$4.07M
FHA
97
Flagship Harbor Advisors
Massachusetts
$4.04M
BWM
98
BlackDiamond Wealth Management
New York
$4.02M
SG
99
StoneX Group
New York
$3.96M
Kovitz Investment Group Partners
100
Kovitz Investment Group Partners
Illinois
$3.69M