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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

299 hedge funds and large institutions have $2.79B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 141 increasing their positions, 87 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+44
Holders Change %
+17.25%
% of All Funds
3.98%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
60
Increased
141
Reduced
87
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$295M
2
Bank of America
2
Bank of America
North Carolina
$119M
3
Wells Fargo
3
Wells Fargo
California
$104M
4
UBS Group
4
UBS Group
Switzerland
$217M
5
HI
5
Harbour Investments
Wisconsin
$98M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$0
2
PGWM
2
Pitti Group Wealth Management
New York
$0
3
CJH
3
Christopher J. Hasenberg
Wisconsin
$3.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.02M
5
M1FG
5
Mach-1 Financial Group
Arkansas
$782K
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
76
Mather Group
Illinois
$7M +$22.7K +919 +0.3%
AAS
77
Avantax Advisory Services
Texas
$6.85M +$3.45M +139,927 +102%
IAA
78
Independent Advisor Alliance
North Carolina
$6.79M +$6.79M +275,431 New
Baird Financial Group
79
Baird Financial Group
Wisconsin
$6.75M -$1.2M -48,575 -15%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$6.47M -$317K -12,849 -5%
BFG
81
Bleakley Financial Group
New Jersey
$6.43M -$296K -11,992 -4%
GLA
82
Good Life Advisors
Pennsylvania
$6.38M +$6M +243,204 +1,539%
SNWA
83
Siligmueller & Norvid Wealth Advisors
Illinois
$6.26M +$6.26M +253,863 New
US Bancorp
84
US Bancorp
Minnesota
$6.25M +$236K +9,590 +4%
MML Investors Services
85
MML Investors Services
Massachusetts
$6.24M +$252K +10,234 +4%
GWM
86
Geneos Wealth Management
Colorado
$6.14M +$577K +23,420 +10%
GA
87
GSG Advisors
New Jersey
$5.94M +$105K +4,251 +2%
SPC
88
Sigma Planning Corp
Michigan
$5.88M -$93.8K -3,806 -2%
PA
89
PFG Advisors
Arizona
$5.87M +$669K +27,121 +13%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$5.74M -$159K -6,448 -3%
LCM
91
Lunt Capital Management
Utah
$5.55M +$2.38M +96,667 +75%
TPWA
92
Twin Peaks Wealth Advisors
California
$5.45M -$31.1K -1,260 -0.6%
CA
93
CoreCap Advisors
Michigan
$5.4M -$3.31M -134,203 -38%
SMFG
94
Sumitomo Mitsui Financial Group
Japan
$5.33M +$3.24M +131,534 +155%
OCFG
95
O'Connor Financial Group
Illinois
$5.31M +$255K +10,357 +5%
TCWM
96
Total Clarity Wealth Management
Illinois
$5.21M -$1.94M -78,532 -27%
BFG
97
Beacon Financial Group
Texas
$5.08M -$327K -13,251 -6%
SWAG
98
Spectrum Wealth Advisory Group
California
$5.04M +$1.98M +80,416 +65%
EW
99
Entruity Wealth
California
$5.02M +$5.02M +203,674 New
Envestnet Portfolio Solutions
100
Envestnet Portfolio Solutions
Illinois
$4.8M +$1.17M +47,388 +32%
2 3
4
5 6