UCON icon

First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

171 hedge funds and large institutions have $1.02B invested in First Trust Smith Unconstrained Bond ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 56 reducing their positions, and 7 closing their positions.

Holders
171
Holders Change
+11
Holders Change %
+6.88%
% of All Funds
2.96%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.29%
New
20
Increased
77
Reduced
56
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$32.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$145M
3
Truist Financial
3
Truist Financial
North Carolina
$17.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.6M
5
UBS Group
5
UBS Group
Switzerland
$25.4M

Top Sellers

1
FPF
1
First Pacific Financial
Washington
$1.15M
2
MAM
2
Madison Asset Management
Wisconsin
$5.8M
3
Bank of America
3
Bank of America
North Carolina
$41.8M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$25.2M
5
FFA
5
Fi3 Financial Advisors
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
76
Flagship Harbor Advisors
Massachusetts
$1.85M 77,641 +63,996 +469%
CA
77
CoreCap Advisors
Michigan
$1.82M 76,222 +12,908 +20%
VCM
78
Virtue Capital Management
Tennessee
$1.79M 75,072 +12,005 +19%
OMC
79
Old Mission Capital
Illinois
$1.76M 73,664 +73,664 New
SB
80
Strategic Blueprint
Georgia
$1.72M 72,102 +50,315 +231%
BCP
81
Blackhawk Capital Partners
Wisconsin
$1.7M 71,174 -20,178 -22%
CA
82
Crumly & Associates
Illinois
$1.68M 70,579 +3,131 +5%
PAG
83
Private Advisory Group
Washington
$1.67M 70,083 +3,932 +6%
CCA
84
Childress Capital Advisors
Texas
$1.65M 69,315 +60,041 +647%
GM
85
GeoWealth Management
Illinois
$1.63M 68,497 -2,240 -3%
KAS
86
Kestra Advisory Services
Texas
$1.61M 67,558 +6,143 +10%
WA
87
WESPAC Advisors
California
$1.5M 62,992 -21,328 -25%
AF
88
Advisornet Financial
Minnesota
$1.49M 62,681 +6,429 +11%
DAS
89
Dynamic Advisor Solutions
Arizona
$1.49M 62,416 +62,416 New
RJA
90
Raymond James & Associates
Florida
$1.49M 62,391 +11,721 +23%
NFG
91
Nations Financial Group
Iowa
$1.41M 59,368 +4,360 +8%
EE
92
EWG Elevate
California
$1.35M 56,548 +1,841 +3%
AWS
93
Atria Wealth Solutions
New York
$1.35M 56,473 -761 -1%
SFS
94
Sowell Financial Services
Arkansas
$1.34M 56,119 +6,209 +12%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$1.28M 53,491 +36,120 +208%
FPF
96
First Pacific Financial
Washington
$1.15M 48,289 -401,725 -89%
RJFSA
97
Raymond James Financial Services Advisors
Florida
$1.1M 46,043 -1,132 -2%
AAS
98
Ameritas Advisory Services
Nebraska
$1.1M 46,029 +4,760 +12%
CIAS
99
Capital Investment Advisory Services
North Carolina
$1.08M 45,310 +2,931 +7%
TFS
100
TrustCore Financial Services
Tennessee
$1.04M 43,807 -30,152 -41%
2 3
4
5 6