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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

184 hedge funds and large institutions have $1.2B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 59 reducing their positions, and 23 closing their positions.

Holders
184
Holders Change
–
Holders Change %
0%
% of All Funds
2.9%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
26
Increased
89
Reduced
59
Closed
23
Calls
–
Puts
$321K
Net Calls
-$321K
Net Calls Change
-$321K

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$17.5M
2
UBS Group
2
UBS Group
Switzerland
$44.7M
3
SW
3
SlateStone Wealth
Florida
$11.9M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$9.74M
5
CAG
5
Csenge Advisory Group
Florida
$24.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$92.4M
2
PVI
2
Pine Valley Investments
New Jersey
$1.85M
3
AWM
3
AE Wealth Management
Kansas
$9.39M
4
Jane Street
4
Jane Street
New York
$50.6M
5
CFD
5
Creative Financial Designs
Indiana
$84.4K
Name Market Value Shares Shares
Change 		Shares
Change %
PNC
76
Park National Corp
Ohio
$3.08M 127,310 +127,310 New
BWM
77
BlackDiamond Wealth Management
New York
$2.89M 119,973 +9,626 +9%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$2.78M 115,046 +31,584 +38%
Renaissance Technologies
79
Renaissance Technologies
New York
$2.65M 109,700 +37,700 +52%
MWM
80
MBE Wealth Management
Wisconsin
$2.64M 109,218 +13,911 +15%
WSTAM
81
Wilbanks Smith & Thomas Asset Management
Virginia
$2.56M 106,036 +3,173 +3%
CA
82
Crumly & Associates
Illinois
$2.4M 99,121 +6,932 +8%
PA
83
PFG Advisors
Arizona
$2.3M 95,032 +16,099 +20%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$2.27M 93,938 +88,867 +1,752%
NCM
85
Northwest Capital Management
Oregon
$2.27M 93,826 -925 -1%
LCM
86
Lunt Capital Management
Utah
$2.23M 92,372 +92,372 New
OMC
87
Old Mission Capital
Illinois
$2.19M 90,487 +90,487 New
PAG
88
Private Advisory Group
Washington
$2.1M 87,037 +87,037 New
BA
89
Bridgewater Advisors
New York
$2.09M 86,334 -4,035 -4%
PCMC
90
Private Capital Management (Colorado)
Colorado
$1.88M 77,961 +19,361 +33%
PVI
91
Pine Valley Investments
New Jersey
$1.85M 76,387 -1,301,172 -94%
WA
92
WESPAC Advisors
California
$1.83M 75,559 – –
BBA
93
Braun-Bostich & Associates
Pennsylvania
$1.74M 71,912 +533 +0.7%
IA
94
IFP Advisors
Florida
$1.71M 70,576 +1,611 +2%
AWS
95
Atria Wealth Solutions
New York
$1.67M 68,910 +3,573 +5%
RWPA
96
Richard W. Paul & Associates
Michigan
$1.63M 67,574 -200 -0.3%
VCM
97
Virtue Capital Management
Tennessee
$1.62M 67,287 +8,238 +14%
AF
98
Advisornet Financial
Minnesota
$1.6M 66,202 +6,308 +11%
NA
99
NewEdge Advisors
Louisiana
$1.6M 66,109 +44,732 +209%
EE
100
EWG Elevate
California
$1.57M 64,865 +5,988 +10%
2 3
4
5 6