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First Trust Smith Unconstrained Bond ETF

238 hedge funds and large institutions have $2.1B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 129 increasing their positions, 57 reducing their positions, and 15 closing their positions.

Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
3.46%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.29%
New
42
Increased
129
Reduced
57
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCWM
76
Total Clarity Wealth Management
Illinois
$6.5M -$67.9K -2,778 -1%
M1FG
77
Mach-1 Financial Group
Arkansas
$6.39M +$492K +20,065 +8%
Jane Street
78
Jane Street
New York
$6.26M +$6.26M +256,018 New
SPC
79
Sigma Planning Corp
Michigan
$6.16M -$507K -20,731 -8%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$6.11M -$2.9M -118,594 -32%
WCFA
81
Walkner Condon Financial Advisors
Wisconsin
$5.7M +$277K +11,318 +5%
GA
82
GSG Advisors
New Jersey
$5.7M +$63.3K +2,597 +1%
BFG
83
Beacon Financial Group
Texas
$5.46M -$686K -28,037 -11%
EH
84
Equitable Holdings
New York
$5.42M +$1.02M +41,854 +23%
TPWA
85
Twin Peaks Wealth Advisors
California
$5.4M +$90K +3,682 +2%
RPGK
86
Retirement Planning Group (Kansas)
Kansas
$5.27M +$5.27M +215,370 New
ECA
87
Elevated Capital Advisors
Utah
$5.21M +$16K +653 +0.3%
VFPI
88
Vantage Financial Partners (Illinois)
Illinois
$4.85M +$1.24M +50,657 +34%
MML Investors Services
89
MML Investors Services
Massachusetts
$4.78M +$398K +16,279 +9%
MAM
90
Madison Asset Management
Wisconsin
$4.78M -$297K -12,138 -6%
GWM
91
Geneos Wealth Management
Colorado
$4.76M +$212K +8,683 +5%
OCFG
92
O'Connor Financial Group
Illinois
$4.7M +$141K +5,763 +3%
GFG
93
Goldstone Financial Group
Illinois
$4.67M +$675K +27,600 +17%
EIG
94
Ellenbecker Investment Group
Wisconsin
$4.43M +$336K +13,745 +8%
PA
95
PFG Advisors
Arizona
$4.42M +$1.36M +55,472 +44%
US Bancorp
96
US Bancorp
Minnesota
$4.37M +$392K +16,048 +10%
OC
97
Oppenheimer & Co
New York
$3.96M -$186K -7,624 -4%
KP
98
Keel Point
Alabama
$3.96M +$2.16M +86,358 +119%
ATPW
99
Ashton Thomas Private Wealth
Arizona
$3.63M +$564K +23,055 +18%
BWM
100
BlackDiamond Wealth Management
New York
$3.53M +$941K +37,846 +36%