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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

160 hedge funds and large institutions have $895M invested in First Trust Smith Unconstrained Bond ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 62 reducing their positions, and 13 closing their positions.

Holders
160
Holders Change
+19
Holders Change %
+13.48%
% of All Funds
2.71%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.22%
New
33
Increased
55
Reduced
62
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$117M
2
TWM
2
Tolleson Wealth Management
Texas
$17.5M
3
B
3
Bensler
Washington
$11.2M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$10.9M
5
FPF
5
First Pacific Financial
Washington
$11M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$592K
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$385K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.6M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$28.9M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
76
Private Advisory Group
Washington
$1.62M 66,151 +5,183 +9%
CA
77
CoreCap Advisors
Michigan
$1.55M 63,314 +53,068 +518%
VCM
78
Virtue Capital Management
Tennessee
$1.55M 63,067 +63,067 New
KAS
79
Kestra Advisory Services
Texas
$1.51M 61,415 -198,039 -76%
AWS
80
Atria Wealth Solutions
New York
$1.4M 57,234 +4,428 +8%
AF
81
Advisornet Financial
Minnesota
$1.38M 56,252 +5,056 +10%
NFG
82
Nations Financial Group
Iowa
$1.35M 55,008 +55,008 New
EH
83
Equitable Holdings
New York
$1.35M 54,993 +54,993 New
EE
84
EWG Elevate
California
$1.34M 54,707 -56,746 -51%
RJA
85
Raymond James & Associates
Florida
$1.24M 50,670 -4,014 -7%
BWM
86
BlackDiamond Wealth Management
New York
$1.23M 50,117 -29,123 -37%
SFS
87
Sowell Financial Services
Arkansas
$1.22M 49,910 +49,910 New
RJFSA
88
Raymond James Financial Services Advisors
Florida
$1.16M 47,175 +1,953 +4%
GIA
89
Gladstone Institutional Advisory
Florida
$1.07M 43,702 -5,609 -11%
CIAS
90
Capital Investment Advisory Services
North Carolina
$1.04M 42,379 +42,379 New
AAS
91
Ameritas Advisory Services
Nebraska
$1.01M 41,269 -120,430 -74%
DC
92
Davenport & Co
Virginia
$1M 40,917 -3,369 -8%
SWP
93
Stratos Wealth Partners
Ohio
$990K 40,426 – –
BAM
94
Belpointe Asset Management
Nevada
$921K 37,603 +2,389 +7%
EC
95
EdgeRock Capital
Colorado
$908K 37,045 +37,045 New
IWA
96
Inspirion Wealth Advisors
Illinois
$891K 36,359 +36,359 New
BBA
97
Braun-Bostich & Associates
Pennsylvania
$890K 36,312 -18,293 -34%
EIA
98
Eldridge Investment Advisors
New Hampshire
$858K 35,000 +17,700 +102%
FA
99
Flagstar Advisors
New York
$850K 34,728 +131 +0.4%
SWM
100
Spire Wealth Management
Virginia
$826K 33,703 -712 -2%
2 3
4
5 6