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First Trust Smith Unconstrained Bond ETF

283 hedge funds and large institutions have $2.64B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 94 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

31% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 94

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

10% more capital invested

Capital invested by funds: $2.4B → $2.64B (+$235M)

8% more funds holding

Funds holding: 262283 (+21)

2.25% more ownership

Funds ownership: 80.79%83.04% (+2.2%)

Holders
283
Holders Change
+21
Holders Change %
+8.02%
% of All Funds
3.44%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.28%
New
46
Increased
123
Reduced
94
Closed
20
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 +$138K +5,484 +2%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$7.11M +$108K +4,266 +2%
SIM
78
Synergy Investment Management
Florida
$7.09M +$754K +29,914 +12%
TWM
79
Tolleson Wealth Management
Texas
$7.01M -$929K -36,838 -12%
BFA
80
Beaumont Financial Advisors
Massachusetts
$6.94M -$124K -4,916 -2%
IWC
81
Integrated Wealth Concepts
Massachusetts
$6.87M -$17M -676,107 -71%
GA
82
GSG Advisors
New Jersey
$6.31M +$368K +14,607 +6%
TPWA
83
Twin Peaks Wealth Advisors
California
$6.07M +$319K +12,631 +6%
TA
84
TrueWealth Advisors
Alabama
$6.06M -$38.8K -1,539 -0.6%
SWTS
85
Stonehaven Wealth & Tax Solutions
Wisconsin
$6.01M -$65.1K -2,581 -1%
PJWM
86
Philip James Wealth Mangement
Georgia
$6M +$78.1K +3,096 +1%
OC
87
Oppenheimer & Co
New York
$5.93M +$835K +33,129 +16%
GPWA
88
Gaddis Premier Wealth Advisors
Oklahoma
$5.91M +$5.92M +234,712 New
KP
89
Keel Point
Alabama
$5.91M +$379K +15,025 +7%
KWM
90
Kingsview Wealth Management
Oregon
$5.76M -$321K -12,721 -5%
CWM
91
Collaborative Wealth Management
Florida
$5.71M +$2.31M +91,732 +68%
EW
92
Entruity Wealth
California
$5.6M -$494K -19,574 -8%
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
$5.46M +$859K +34,065 +19%
SW
94
SlateStone Wealth
Florida
$5.2M -$398K -15,788 -7%
GSWM
95
Golden State Wealth Management
California
$4.92M +$795K +31,530 +19%
NA
96
NewEdge Advisors
Louisiana
$4.82M -$642K -25,446 -12%
RWA
97
Redhawk Wealth Advisors
Minnesota
$4.82M -$139K -5,521 -3%
NWM
98
Nova Wealth Management
Florida
$4.78M -$1.55M -61,440 -24%
TCWM
99
Total Clarity Wealth Management
Illinois
$4.59M -$105K -4,178 -2%
EFS
100
Econ Financial Services
Pennsylvania
$4.4M +$1.6M +63,269 +57%