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First Trust Smith Unconstrained Bond ETF

277 hedge funds and large institutions have $2.62B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 122 increasing their positions, 91 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
76
Baird Financial Group
Wisconsin
$7.11M
SIM
77
Synergy Investment Management
Florida
$7.09M
TWM
78
Tolleson Wealth Management
Texas
$7.01M
BFA
79
Beaumont Financial Advisors
Massachusetts
$6.94M
IWC
80
Integrated Wealth Concepts
Massachusetts
$6.87M
GA
81
GSG Advisors
New Jersey
$6.31M
TPWA
82
Twin Peaks Wealth Advisors
California
$6.07M
TA
83
TrueWealth Advisors
Alabama
$6.06M
SWTS
84
Stonehaven Wealth & Tax Solutions
Wisconsin
$6.01M
PJWM
85
Philip James Wealth Mangement
Georgia
$6M
OC
86
Oppenheimer & Co
New York
$5.93M
GPWA
87
Gaddis Premier Wealth Advisors
Oklahoma
$5.91M
KP
88
Keel Point
Alabama
$5.91M
KWM
89
Kingsview Wealth Management
Oregon
$5.76M
CWM
90
Collaborative Wealth Management
Florida
$5.71M
EW
91
Entruity Wealth
California
$5.6M
Envestnet Portfolio Solutions
92
Envestnet Portfolio Solutions
Illinois
$5.46M
SW
93
SlateStone Wealth
Florida
$5.2M
GSWM
94
Golden State Wealth Management
California
$4.92M
NA
95
NewEdge Advisors
Louisiana
$4.82M
RWA
96
Redhawk Wealth Advisors
Minnesota
$4.82M
NWM
97
Nova Wealth Management
Florida
$4.78M
TCWM
98
Total Clarity Wealth Management
Illinois
$4.59M
EFS
99
Econ Financial Services
Pennsylvania
$4.4M
TA
100
Tactive Advisors
Florida
$4.27M