We are live on ! Find out more
UCON icon

First Trust Smith Unconstrained Bond ETF

275 hedge funds and large institutions have $2.73B invested in First Trust Smith Unconstrained Bond ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 133 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 97

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

1.89% more ownership

Funds ownership: 83.04%84.93% (+1.9%)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

4% more capital invested

Capital invested by funds: $2.64B → $2.73B (+$97.4M)

3% less funds holding

Funds holding: 283275 (-8)

Holders
275
Holders Change
-8
Holders Change %
-2.83%
% of All Funds
3.39%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.32%
New
29
Increased
133
Reduced
97
Closed
27
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 +$111K +4,437 +2%
Jane Street
77
Jane Street
New York
$6.74M +$6.84M +272,279 New
TPWA
78
Twin Peaks Wealth Advisors
California
$6.52M +$564K +22,465 +9%
TA
79
TrueWealth Advisors
Alabama
$6.49M +$531K +21,170 +9%
PA
80
PFG Advisors
Arizona
$6.48M -$1.8M -71,595 -21%
GFG
81
Goldstone Financial Group
Illinois
$6.31M -$1.48M -58,975 -19%
GA
82
GSG Advisors
New Jersey
$6.22M +$14.1K +562 +0.2%
GPWA
83
Gaddis Premier Wealth Advisors
Oklahoma
$6.03M +$221K +8,786 +4%
SWTS
84
Stonehaven Wealth & Tax Solutions
Wisconsin
$5.98M +$60.4K +2,406 +1%
MPG
85
My Portfolio Guide
California
$5.9M +$5.98M +238,296 New
GSWM
86
Golden State Wealth Management
California
$5.82M +$1M +39,847 +20%
AWM
87
Apollon Wealth Management
South Carolina
$5.81M -$2.42M -96,422 -29%
EW
88
Entruity Wealth
California
$5.51M +$2.28K +91 +0%
KP
89
Keel Point
Alabama
$5.38M -$438K -17,455 -7%
FAL
90
Focused Alpha LLC
Colorado
$5.28M +$1.73M +68,813 +48%
NA
91
NewEdge Advisors
Louisiana
$5.2M +$459K +18,277 +10%
TA
92
Tactive Advisors
Florida
$5.11M +$924K +36,822 +22%
IAA
93
Independent Advisor Alliance
North Carolina
$5.02M +$5.09M +202,703 New
SW
94
SlateStone Wealth
Florida
$5M -$124K -4,934 -2%
OIA
95
OneDigital Investment Advisors
Kansas
$4.85M +$1.8M +71,873 +58%
TCM
96
Triumph Capital Management
Colorado
$4.77M +$4.65M +185,084 +2,435%
PJWM
97
Philip James Wealth Mangement
Georgia
$4.7M -$1.23M -48,882 -20%
SIM
98
Synergy Investment Management
Florida
$4.65M -$2.36M -94,097 -33%
TCWM
99
Total Clarity Wealth Management
Illinois
$4.57M +$60.2K +2,397 +1%
OMC
100
Old Mission Capital
Illinois
$4.46M +$4.52M +180,009 New