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First Trust Smith Unconstrained Bond ETF
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Overview Fund Activity

196 hedge funds and large institutions have $1.25B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 50 reducing their positions, and 15 closing their positions.

Holders
196
Holders Change
+12
Holders Change %
+6.52%
% of All Funds
3.13%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
28
Increased
106
Reduced
50
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$16M
2
TA
2
TruWealth Advisors
Louisiana
$9.46M
3
LPL Financial
3
LPL Financial
California
$136M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$44.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$7.72M

Top Sellers

1
Jane Street
1
Jane Street
New York
$8.05M
2
EC
2
EdgeRock Capital
Colorado
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$22.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$30.4M
5
UBS Group
5
UBS Group
Switzerland
$39.8M
Name Market Value Shares Shares
Change 		Shares
Change %
OCFG
76
O'Connor Financial Group
Illinois
$3.95M 165,471 +3,820 +2%
OC
77
Oppenheimer & Co
New York
$3.6M 150,787 +15,699 +12%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$3.56M 149,020 +1,856 +1%
EIG
79
Ellenbecker Investment Group
Wisconsin
$3.49M 146,164 +1,876 +1%
BAWC
80
Boyce & Associates Wealth Consulting
Texas
$3.44M 143,974 +5,913 +4%
BFG
81
Beacon Financial Group
Texas
$3.23M 132,890 +132,890 New
NEWAS
82
N.E.W. Advisory Services
Wisconsin
$3.08M 128,727 +128,727 New
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$3.07M 128,358 +13,312 +12%
GAG
84
Goodman Advisory Group
Massachusetts
$3.03M 126,779 +126,779 New
BWM
85
BlackDiamond Wealth Management
New York
$2.84M 120,383 +410 +0.3%
MWM
86
MBE Wealth Management
Wisconsin
$2.84M 118,953 +9,735 +9%
CA
87
Crumly & Associates
Illinois
$2.53M 105,749 +6,628 +7%
PA
88
PFG Advisors
Arizona
$2.49M 104,080 +9,048 +10%
WSTAM
89
Wilbanks Smith & Thomas Asset Management
Virginia
$2.42M 101,127 -4,909 -5%
CCA
90
Childress Capital Advisors
Texas
$2.23M 93,316 +65,316 +233%
LCM
91
Lunt Capital Management
Utah
$2.23M 93,169 +797 +0.9%
RJA
92
Raymond James & Associates
Florida
$2.2M 92,198 +50,627 +122%
CA
93
Cetera Advisors
Colorado
$2.11M 88,362 +40,040 +83%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$2.1M 87,669 -6,269 -7%
NCM
95
Northwest Capital Management
Oregon
$2.09M 87,561 -6,265 -7%
PCMC
96
Private Capital Management (Colorado)
Colorado
$2.08M 87,042 +9,081 +12%
GA
97
GSG Advisors
New Jersey
$2.05M 85,674 +85,674 New
KAS
98
Kestra Advisory Services
Texas
$2.03M 84,886 +29,434 +53%
Citadel Advisors
99
Citadel Advisors
Florida
$2.02M 84,633 -151,356 -64%
EH
100
Equitable Holdings
New York
$1.96M 81,892 +31,145 +61%
2 3
4
5 6