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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

115 hedge funds and large institutions have $643M invested in First Trust Smith Unconstrained Bond ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 52 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
115
Holders Change
+27
Holders Change %
+30.68%
% of All Funds
1.78%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
32
Increased
52
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$91M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$50.4M
3
LPL Financial
3
LPL Financial
California
$79.2M
4
Bank of America
4
Bank of America
North Carolina
$30.6M
5
SI
5
Stephens Inc
Arkansas
$8.53M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$8.74M
2
NCM
2
Northwest Capital Management
Oregon
$6.2M
3
OMC
3
Old Mission Capital
Illinois
$0
4
AI
4
Atria Investments
North Carolina
$1.67M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
76
Main Street Financial Solutions
Pennsylvania
$657K -$7.91K -300 -1%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$641K +$641K +24,314 New
UCFA
78
United Capital Financial Advisors
Texas
$623K -$20.3K -769 -3%
QCIG
79
Quad-Cities Investment Group
Iowa
$611K +$611K +23,153 New
SG
80
StoneX Group
New York
$560K +$29.9K +1,134 +6%
WDC
81
Woodward Diversified Capital
California
$553K +$553K +20,962 New
SW
82
SteelPeak Wealth
California
$550K -$25.9K -984 -5%
TWM
83
TMD Wealth Management
Arizona
$493K +$147K +5,570 +42%
KAS
84
Kestra Advisory Services
Texas
$486K -$141K -5,337 -22%
MSAM
85
Moloney Securities Asset Management
Missouri
$485K +$52.3K +1,981 +12%
WWM
86
Wagner Wealth Management
South Carolina
$482K +$462K +17,522 +2,324%
HT
87
HighTower Trust
Texas
$446K – – –
IAP
88
Indie Asset Partners
Indiana
$440K – – –
NA
89
NewEdge Advisors
Louisiana
$435K +$1.53K +58 +0.4%
BCI
90
Brinker Capital Investments
Pennsylvania
$429K – – –
JWCA
91
J.W. Cole Advisors
Florida
$386K +$386K +14,653 New
KPWS
92
Kestra Private Wealth Services
Texas
$376K +$376K +14,245 New
VR
93
Viridian RIA
Washington
$359K +$359K +13,618 New
AWM
94
Axxcess Wealth Management
California
$328K +$328K +12,456 New
HAS
95
HBW Advisory Services
California
$314K -$55.8K -2,116 -15%
GVAG
96
Great Valley Advisor Group
Delaware
$311K -$3.3K -125 -1%
CFGS
97
Concourse Financial Group Securities
Alabama
$284K +$161K +6,106 +131%
WS
98
Wedbush Securities
California
$282K -$16K -608 -5%
IAA
99
Independent Advisor Alliance
North Carolina
$254K +$1.21K +46 +0.5%
EFL
100
ERn Financial LLC
Wisconsin
$233K – – –
1 2 3
4
5