First Trust Smith Unconstrained Bond ETF
UCON
UCON
219 hedge funds and large institutions have $1.86B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 62 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+8
Holders Change %
+3.79%
% of All Funds
3.17%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
27
Increased
117
Reduced
62
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$70.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$25.4M |
| 3 |
WWM
Wagner Wealth Management
Greenville,
South Carolina
|
+$25.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$15M |
| 5 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$14.9M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$93.1M |
| 2 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
-$19.8M |
| 3 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$19.7M |
| 4 |
CFS
CGC Financial Services
Lake Oswego,
Oregon
|
-$13.4M |
| 5 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
-$11.3M |
