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First Trust Smith Unconstrained Bond ETF

88 hedge funds and large institutions have $469M invested in First Trust Smith Unconstrained Bond ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
14
Increased
52
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WS
76
Wedbush Securities
California
$300K +$300K +11,293 New
IAA
77
Independent Advisor Alliance
North Carolina
$254K +$46.7K +1,759 +23%
EFL
78
ERn Financial LLC
Wisconsin
$234K +$234K +8,822 New
GWM
79
Geneos Wealth Management
Colorado
$227K
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$186K +$186K +6,990 New
APA
81
American Portfolios Advisors
New York
$141K
CFGS
82
Concourse Financial Group Securities
Alabama
$123K
BFEC
83
Benjamin F. Edwards & Company
Missouri
$107K
IWP
84
IAG Wealth Partners
Wisconsin
$78K -$3.23K -120 -4%
Wells Fargo
85
Wells Fargo
California
$31K
WWM
86
Wagner Wealth Management
South Carolina
$20K +$12.3K +462 +158%
PB
87
Pinnacle Bancorp
Nebraska
$9K +$9K +350 New
TAM
88
Tucker Asset Management
Colorado
$1.61K +$1.61K +61 New
WCFA
89
Walkner Condon Financial Advisors
Wisconsin
-$3.15M -118,373 Closed
FTUS
90
Flow Traders U.S.
New York
-$2.36M -88,392 Closed
LFAS
91
Level Four Advisory Services
Texas
-$1.97M -74,019 Closed
JWCA
92
J.W. Cole Advisors
Florida
-$1.08M -40,560 Closed
EE
93
EWG Elevate
California
-$1.08M -40,479 Closed
CCIA
94
Cherry Creek Investment Advisors
Colorado
-$326K -12,226 Closed
CA
95
Claro Advisors
Massachusetts
-$218K -8,166 Closed
ACA
96
Aptus Capital Advisors
Alabama
-$103K -3,857 Closed
SB
97
Strategic Blueprint
Georgia
-$43K -1,614 Closed
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
-$16K -600 Closed
VR
99
Viridian RIA
Washington
-$335K