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First Trust Smith Unconstrained Bond ETF

262 hedge funds and large institutions have $2.4B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 125 increasing their positions, 106 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 106

2% less capital invested

Capital invested by funds: $2.44B → $2.4B (-$38.8M)

1.03% less ownership

Funds ownership: 81.82%80.79% (-1%)

5% less funds holding

Funds holding: 275262 (-13)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
262
Holders Change
-13
Holders Change %
-4.73%
% of All Funds
3.44%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
16
Increased
125
Reduced
106
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
76
Nova Wealth Management
Florida
$6.33M -$2.25M -89,872 -26%
TA
77
TrueWealth Advisors
Alabama
$6.1M +$134K +5,357 +2%
EW
78
Entruity Wealth
California
$6.09M +$399K +15,960 +7%
KWM
79
Kingsview Wealth Management
Oregon
$6.09M -$4.76M -190,528 -44%
SWTS
80
Stonehaven Wealth & Tax Solutions
Wisconsin
$6.08M -$105K -4,183 -2%
GA
81
GSG Advisors
New Jersey
$5.96M -$311K -12,447 -5%
PJWM
82
Philip James Wealth Mangement
Georgia
$5.93M -$2.09M -83,853 -26%
GWP
83
Gateway Wealth Partners
Wisconsin
$5.86M +$5.81M +232,693 New
TPWA
84
Twin Peaks Wealth Advisors
California
$5.75M +$177K +7,097 +3%
WWA
85
WCG Wealth Advisors
Nevada
$5.74M +$52.9K +2,118 +0.9%
SW
86
SlateStone Wealth
Florida
$5.6M -$4.06M -162,578 -42%
KP
87
Keel Point
Alabama
$5.53M +$423K +16,943 +8%
NA
88
NewEdge Advisors
Louisiana
$5.47M -$5.37M -215,015 -50%
OC
89
Oppenheimer & Co
New York
$5.1M +$724K +28,993 +17%
RWA
90
Redhawk Wealth Advisors
Minnesota
$4.96M +$178K +7,124 +4%
BFG
91
Beacon Financial Group
Texas
$4.77M -$745K -29,839 -14%
TCWM
92
Total Clarity Wealth Management
Illinois
$4.7M -$251K -10,059 -5%
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
$4.6M -$1.44M -57,442 -24%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$4.47M +$1.61M +64,378 +57%
GSWM
95
Golden State Wealth Management
California
$4.12M +$685K +27,430 +20%
TA
96
Tactive Advisors
Florida
$4.07M +$1.84M +73,752 +84%
FHA
97
Flagship Harbor Advisors
Massachusetts
$4.04M -$33.3K -1,332 -0.8%
BWM
98
BlackDiamond Wealth Management
New York
$4.02M -$47.3K -1,894 -1%
SG
99
StoneX Group
New York
$3.96M -$77K -3,080 -2%
Kovitz Investment Group Partners
100
Kovitz Investment Group Partners
Illinois
$3.69M -$37.9K -1,517 -1%