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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

183 hedge funds and large institutions have $1.18B invested in First Trust Smith Unconstrained Bond ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 63 reducing their positions, and 19 closing their positions.

Holders
183
Holders Change
+12
Holders Change %
+7.02%
% of All Funds
2.95%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.4%
New
33
Increased
73
Reduced
63
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
1
CFO4Life Group
Texas
$26M
2
LFG
2
Larson Financial Group
Missouri
$19.9M
3
LPL Financial
3
LPL Financial
California
$128M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$48.2M
5
AWM
5
AE Wealth Management
Kansas
$18M

Top Sellers

1
CW
1
Connectus Wealth
Ohio
$7.93M
2
Morgan Stanley
2
Morgan Stanley
New York
$134M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$15.5M
4
RA
4
RiverTree Advisors
Florida
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EIG
76
Ellenbecker Investment Group
Wisconsin
$3.1M +$153K +6,349 +5%
CAC
77
Certified Advisory Corp
Florida
$2.83M +$2.83M +117,301 New
WSTAM
78
Wilbanks Smith & Thomas Asset Management
Virginia
$2.79M +$530K +21,972 +23%
BAWC
79
Boyce & Associates Wealth Consulting
Texas
$2.73M +$215K +8,908 +9%
MWM
80
MBE Wealth Management
Wisconsin
$2.71M +$289 +12 +0%
NCM
81
Northwest Capital Management
Oregon
$2.61M -$534K -22,164 -17%
AWA
82
Alta Wealth Advisors
Massachusetts
$2.55M – – –
CA
83
CoreCap Advisors
Michigan
$2.37M +$529K +21,946 +29%
VCM
84
Virtue Capital Management
Tennessee
$2.2M +$393K +16,305 +22%
BBA
85
Braun-Bostich & Associates
Pennsylvania
$2.17M +$1.52M +62,844 +230%
FHA
86
Flagship Harbor Advisors
Massachusetts
$2.15M +$276K +11,447 +15%
CCFM
87
Clear Creek Financial Management
Washington
$2.14M -$307K -12,742 -13%
FPF
88
First Pacific Financial
Washington
$1.96M +$795K +32,989 +68%
B
89
Bridgeworth
Alabama
$1.75M +$1.75M +72,713 New
CA
90
Crumly & Associates
Illinois
$1.73M +$32.3K +1,338 +2%
PAG
91
Private Advisory Group
Washington
$1.73M +$43.7K +1,812 +3%
FF
92
Financial Futures
New Jersey
$1.68M +$1.68M +69,628 New
RWPA
93
Richard W. Paul & Associates
Michigan
$1.61M +$1.61M +66,841 New
AWS
94
Atria Wealth Solutions
New York
$1.58M +$223K +9,266 +16%
WA
95
WESPAC Advisors
California
$1.52M – – –
RJA
96
Raymond James & Associates
Florida
$1.48M -$26K -1,078 -2%
EE
97
EWG Elevate
California
$1.43M +$68K +2,820 +5%
CCA
98
Childress Capital Advisors
Texas
$1.42M -$248K -10,273 -15%
TFS
99
TrustCore Financial Services
Tennessee
$1.4M +$342K +14,174 +32%
SWM
100
Spire Wealth Management
Virginia
$1.32M +$1.29M +53,403 +3,500%
2 3
4
5 6