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First Trust Smith Unconstrained Bond ETF

271 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, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-11
Holders Change %
-3.9%
% of All Funds
3.63%
Holding in Top 10
25
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-26.47%
% of All Funds
0.34%
New
21
Increased
107
Reduced
131
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
XF
76
XML Financial
Maryland
$7.68M +$7.49K +301 +0.1%
US Bancorp
77
US Bancorp
Minnesota
$7.53M +$843K +33,864 +13%
LOIP
78
Live Oak Investment Partners
Texas
$7.38M +$7.38M +296,599 New
BFA
79
Beaumont Financial Advisors
Massachusetts
$7.23M -$354K -14,230 -5%
MG
80
Mather Group
Illinois
$7.2M +$60.6K +2,434 +0.8%
PA
81
PFG Advisors
Arizona
$7.19M +$448K +18,009 +7%
GFG
82
Goldstone Financial Group
Illinois
$7.15M -$149K -6,008 -2%
BFG
83
Bleakley Financial Group
New Jersey
$6.98M +$252K +10,132 +4%
LWMI
84
Legacy Wealth Management (Idaho)
Idaho
$6.89M +$3.71M +149,128 +117%
LIS
85
Legacy Investment Solutions
Idaho
$6.89M +$6.89M +276,854 New
Baird Financial Group
86
Baird Financial Group
Wisconsin
$6.86M -$181K -7,256 -3%
SPIA
87
Steward Partners Investment Advisory
New York
$6.86M -$95.2K -3,823 -1%
GA
88
GSG Advisors
New Jersey
$6.18M -$65.2K -2,618 -1%
SWTS
89
Stonehaven Wealth & Tax Solutions
Wisconsin
$6.11M +$187K +7,517 +3%
Envestnet Portfolio Solutions
90
Envestnet Portfolio Solutions
Illinois
$5.98M +$368K +14,801 +7%
AAS
91
Avantax Advisory Services
Texas
$5.97M +$171K +6,854 +3%
TA
92
TrueWealth Advisors
Alabama
$5.9M +$928K +37,287 +19%
EW
93
Entruity Wealth
California
$5.62M +$344K +13,809 +7%
WWA
94
WCG Wealth Advisors
Nevada
$5.62M +$467K +18,757 +9%
TPWA
95
Twin Peaks Wealth Advisors
California
$5.51M +$33.2K +1,333 +0.6%
SIM
96
Stratos Investment Management
Ohio
$5.51M +$1.22M +49,071 +28%
BFG
97
Beacon Financial Group
Texas
$5.45M -$585K -23,485 -10%
KP
98
Keel Point
Alabama
$5.04M -$10.9K -438 -0.2%
TCWM
99
Total Clarity Wealth Management
Illinois
$4.89M -$370K -14,882 -7%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$4.88M -$2.4M -96,259 -33%