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First Trust Smith Unconstrained Bond ETF

255 hedge funds and large institutions have $2.51B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 63 reducing their positions, and 14 closing their positions.

Holders
255
Holders Change
+17
Holders Change %
+7.14%
% of All Funds
3.69%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.35%
New
34
Increased
143
Reduced
63
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$6.91M -$8.16M -324,728 -54%
BFG
77
Bleakley Financial Group
New Jersey
$6.86M -$399K -15,883 -6%
PIA
78
Perennial Investment Advisors
California
$6.47M +$5.93M +236,134 +1,114%
US Bancorp
79
US Bancorp
Minnesota
$6.13M +$1.64M +65,184 +36%
MML Investors Services
80
MML Investors Services
Massachusetts
$6.11M +$1.2M +47,586 +24%
SPC
81
Sigma Planning Corp
Michigan
$6.09M -$245K -9,761 -4%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$6.01M -$265K -10,557 -4%
GA
83
GSG Advisors
New Jersey
$5.96M +$83.7K +3,327 +1%
GWM
84
Geneos Wealth Management
Colorado
$5.67M +$775K +30,849 +16%
TPWA
85
Twin Peaks Wealth Advisors
California
$5.59M +$35.3K +1,404 +0.6%
BFG
86
Beacon Financial Group
Texas
$5.52M -$98.5K -3,921 -2%
GFG
87
Goldstone Financial Group
Illinois
$5.39M +$591K +23,526 +12%
PA
88
PFG Advisors
Arizona
$5.3M +$761K +30,290 +17%
OCFG
89
O'Connor Financial Group
Illinois
$5.16M +$327K +13,021 +7%
RPGK
90
Retirement Planning Group (Kansas)
Kansas
$5.04M -$370K -14,706 -7%
MAM
91
Madison Asset Management
Wisconsin
$4.85M -$58.3K -2,321 -1%
EIG
92
Ellenbecker Investment Group
Wisconsin
$4.73M +$186K +7,384 +4%
OC
93
Oppenheimer & Co
New York
$4.49M +$416K +16,536 +10%
RWA
94
Redhawk Wealth Advisors
Minnesota
$4.13M +$1.54M +61,286 +60%
KP
95
Keel Point
Alabama
$4.08M +$90.1K +3,585 +2%
Kovitz Investment Group Partners
96
Kovitz Investment Group Partners
Illinois
$4.07M +$4.07M +161,847 New
ATPW
97
Ashton Thomas Private Wealth
Arizona
$4.05M +$322K +12,833 +9%
CA
98
Clearstead Advisors
Ohio
$3.79M +$874K +34,793 +30%
BWM
99
BlackDiamond Wealth Management
New York
$3.72M +$220K +8,904 +6%
Envestnet Portfolio Solutions
100
Envestnet Portfolio Solutions
Illinois
$3.71M +$364K +14,504 +11%