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First Trust Smith Unconstrained Bond ETF

272 hedge funds and large institutions have $2.43B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 107 increasing their positions, 132 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

26% less funds holding in top 10

Funds holding in top 10: 3425 (-9)

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

Holders
272
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
XF
76
XML Financial
Maryland
$7.68M
US Bancorp
77
US Bancorp
Minnesota
$7.53M
LOIP
78
Live Oak Investment Partners
Texas
$7.38M
BFA
79
Beaumont Financial Advisors
Massachusetts
$7.23M
MG
80
Mather Group
Illinois
$7.2M
PA
81
PFG Advisors
Arizona
$7.19M
GFG
82
Goldstone Financial Group
Illinois
$7.15M
BFG
83
Bleakley Financial Group
New Jersey
$6.98M
LWMI
84
Legacy Wealth Management (Idaho)
Idaho
$6.89M
LIS
85
Legacy Investment Solutions
Idaho
$6.89M
Baird Financial Group
86
Baird Financial Group
Wisconsin
$6.86M
SPIA
87
Steward Partners Investment Advisory
New York
$6.86M
GA
88
GSG Advisors
New Jersey
$6.18M
SWTS
89
Stonehaven Wealth & Tax Solutions
Wisconsin
$6.11M
Envestnet Portfolio Solutions
90
Envestnet Portfolio Solutions
Illinois
$5.98M
AAS
91
Avantax Advisory Services
Texas
$5.97M
TA
92
TrueWealth Advisors
Alabama
$5.9M
EW
93
Entruity Wealth
California
$5.62M
WWA
94
WCG Wealth Advisors
Nevada
$5.62M
TPWA
95
Twin Peaks Wealth Advisors
California
$5.51M
SIM
96
Stratos Investment Management
Ohio
$5.51M
BFG
97
Beacon Financial Group
Texas
$5.45M
KP
98
Keel Point
Alabama
$5.04M
TCWM
99
Total Clarity Wealth Management
Illinois
$4.89M
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$4.88M