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First Trust Smith Unconstrained Bond ETF

253 hedge funds and large institutions have $2.35B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 121 increasing their positions, 103 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

24% less funds holding in top 10

Funds holding in top 10: 2519 (-6)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

Holders
253
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$31.2M
2 +$23.4M
3 +$16.3M
4
Morgan Stanley
Morgan Stanley
New York
+$15.6M
5
Osaic Holdings
Osaic Holdings
Arizona
+$8.43M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
101
GPS Wealth Strategies Group
Colorado
$3.2M
ATPW
102
Ashton Thomas Private Wealth
Arizona
$3.18M
ASN
103
Advisory Services Network
Georgia
$3.02M
EFS
104
Econ Financial Services
Pennsylvania
$2.81M
SP
105
Sequent Planning
Nebraska
$2.75M
VT
106
Vise Technologies
New York
$2.7M
DWM
107
Defined Wealth Management
Oregon
$2.64M
FFA
108
Farther Finance Advisors
California
$2.63M
OIA
109
OneDigital Investment Advisors
Kansas
$2.52M
CCG
110
Capital CS Group
California
$2.46M
AGA
111
Arkos Global Advisors
Texas
$2.46M
SFPG
112
Stonebridge Financial Planning Group
Florida
$2.38M
DADC
113
D.A. Davidson & Co
Montana
$2.29M
TCA
114
Transcend Capital Advisors
New Jersey
$2.24M
FTS
115
Fifth Third Securities
Ohio
$2.24M
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$2.02M
PIA
117
Perennial Investment Advisors
California
$1.98M
APP
118
Avantax Planning Partners
Iowa
$1.96M
LWMI
119
Legacy Wealth Management (Idaho)
Idaho
$1.9M
PWM
120
Puff Wealth Management
New Jersey
$1.86M
EE
121
EWG Elevate
California
$1.81M
CAP
122
Columbia Advisory Partners
Washington
$1.8M
JWCA
123
J.W. Cole Advisors
Florida
$1.75M
SC
124
SouthState Corp
Florida
$1.71M
Comerica Bank
125
Comerica Bank
Texas
$1.66M