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First Trust Smith Unconstrained Bond ETF

282 hedge funds and large institutions have $2.95B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 140 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-17
Holders Change %
-5.69%
% of All Funds
3.83%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.46%
New
30
Increased
140
Reduced
94
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VC
76
Vicus Capital
Pennsylvania
$8.01M -$12K -483 -0.1%
FPF
77
First Pacific Financial
Washington
$7.9M -$308K -12,449 -4%
PJWM
78
Philip James Wealth Mangement
Georgia
$7.86M -$660K -26,679 -8%
M1FG
79
Mach-1 Financial Group
Arkansas
$7.83M +$7.05M +284,715 +898%
XF
80
XML Financial
Maryland
$7.63M -$195K -7,862 -2%
ACA
81
Aptus Capital Advisors
Alabama
$7.56M -$38.4M -1,553,066 -84%
BFA
82
Beaumont Financial Advisors
Massachusetts
$7.54M +$108K +4,373 +1%
CA
83
CoreCap Advisors
Michigan
$7.39M +$1.96M +79,186 +36%
RWA
84
Redhawk Wealth Advisors
Minnesota
$7.3M +$3.17M +128,019 +77%
GFG
85
Goldstone Financial Group
Illinois
$7.27M +$77K +3,112 +1%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$7.24M +$6.98M +282,197 +2,752%
MG
87
Mather Group
Illinois
$7.1M +$68.6K +2,773 +1%
TWM
88
Tolleson Wealth Management
Texas
$7.03M -$714K -28,865 -9%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$7M +$232K +9,380 +3%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$6.97M -$1.14M -46,024 -14%
SPIA
91
Steward Partners Investment Advisory
New York
$6.91M -$2.82M -114,029 -29%
EC
92
Elequin Capital
New York
$6.76M +$6.76M +273,102 New
PA
93
PFG Advisors
Arizona
$6.7M +$810K +32,736 +14%
BFG
94
Bleakley Financial Group
New Jersey
$6.69M +$238K +9,596 +4%
US Bancorp
95
US Bancorp
Minnesota
$6.65M +$381K +15,396 +6%
LCM
96
Lunt Capital Management
Utah
$6.33M +$757K +30,600 +14%
SNWA
97
Siligmueller & Norvid Wealth Advisors
Illinois
$6.24M -$47.4K -1,917 -0.8%
SPC
98
Sigma Planning Corp
Michigan
$6.22M +$321K +12,984 +5%
GA
99
GSG Advisors
New Jersey
$6.19M +$244K +9,896 +4%
BFG
100
Beacon Financial Group
Texas
$6M +$901K +36,400 +18%