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First Trust Smith Unconstrained Bond ETF

141 hedge funds and large institutions have $832M invested in First Trust Smith Unconstrained Bond ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 59 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+26
Holders Change %
+22.61%
% of All Funds
2.23%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
40
Increased
59
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BBA
76
Braun-Bostich & Associates
Pennsylvania
$1.39M +$1.39M +54,605 New
AWS
77
Atria Wealth Solutions
New York
$1.35M +$1.35M +52,806 New
AF
78
Advisornet Financial
Minnesota
$1.31M +$1.31M +51,196 New
GIA
79
Gladstone Institutional Advisory
Florida
$1.26M -$152K -5,951 -11%
TFS
80
TrustCore Financial Services
Tennessee
$1.2M +$545K +21,358 +84%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$1.16M -$1.23M -47,977 -51%
DC
82
Davenport & Co
Virginia
$1.13M -$564K -22,065 -33%
BCP
83
Blackhawk Capital Partners
Wisconsin
$1.12M +$1.12M +43,747 New
NA
84
NewEdge Advisors
Louisiana
$1.08M +$662K +25,910 +157%
SWP
85
Stratos Wealth Partners
Ohio
$1.03M +$2.55K +100 +0.2%
QCIG
86
Quad-Cities Investment Group
Iowa
$966K +$375K +14,669 +63%
BAWC
87
Boyce & Associates Wealth Consulting
Texas
$930K +$930K +36,433 New
WDC
88
Woodward Diversified Capital
California
$920K +$385K +15,062 +72%
BAM
89
Belpointe Asset Management
Nevada
$899K +$899K +35,214 New
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$888K +$267K +10,467 +43%
FA
91
Flagstar Advisors
New York
$883K +$245K +9,605 +38%
SWM
92
Spire Wealth Management
Virginia
$879K -$43.9K -1,717 -5%
WWM
93
Wagner Wealth Management
South Carolina
$778K +$311K +12,190 +67%
SMF
94
Sterling Manor Financial
New York
$741K -$6.32M -247,468 -90%
GWA
95
GGM Wealth Advisors
Maryland
$721K -$47.4K -1,880 -6%
MIAN
96
Mariner Independent Advisor Network
Kansas
$704K +$704K +27,648 New
BA
97
Bridgewater Advisors
New York
$692K
PFS
98
Prospera Financial Services
Texas
$690K +$17.3K +676 +3%
MSFS
99
Main Street Financial Solutions
Pennsylvania
$636K
BAMG
100
Brand Asset Management Group
Missouri
$629K +$629K +24,653 New