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First Trust Smith Unconstrained Bond ETF

280 hedge funds and large institutions have $2.63B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 122 increasing their positions, 94 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
SPIA
76
Steward Partners Investment Advisory
New York
$7.21M
Baird Financial Group
77
Baird Financial Group
Wisconsin
$7.11M
SIM
78
Synergy Investment Management
Florida
$7.09M
TWM
79
Tolleson Wealth Management
Texas
$7.01M
BFA
80
Beaumont Financial Advisors
Massachusetts
$6.94M
IWC
81
Integrated Wealth Concepts
Massachusetts
$6.87M
GA
82
GSG Advisors
New Jersey
$6.31M
TPWA
83
Twin Peaks Wealth Advisors
California
$6.07M
TA
84
TrueWealth Advisors
Alabama
$6.06M
SWTS
85
Stonehaven Wealth & Tax Solutions
Wisconsin
$6.01M
PJWM
86
Philip James Wealth Mangement
Georgia
$6M
OC
87
Oppenheimer & Co
New York
$5.93M
GPWA
88
Gaddis Premier Wealth Advisors
Oklahoma
$5.91M
KP
89
Keel Point
Alabama
$5.91M
KWM
90
Kingsview Wealth Management
Oregon
$5.76M
CWM
91
Collaborative Wealth Management
Florida
$5.71M
EW
92
Entruity Wealth
California
$5.6M
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
$5.46M
SW
94
SlateStone Wealth
Florida
$5.2M
GSWM
95
Golden State Wealth Management
California
$4.92M
NA
96
NewEdge Advisors
Louisiana
$4.82M
RWA
97
Redhawk Wealth Advisors
Minnesota
$4.82M
NWM
98
Nova Wealth Management
Florida
$4.78M
TCWM
99
Total Clarity Wealth Management
Illinois
$4.59M
EFS
100
Econ Financial Services
Pennsylvania
$4.4M