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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

268 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, 128 reducing their positions, and 29 closing their positions.

Holders
268
Holders Change
-14
Holders Change %
-4.96%
% of All Funds
3.6%
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
128
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HAS
1
HBW Advisory Services
California
$12.4M
2
WAT
2
Wealth Advisory Team
Kentucky
$7.83M
3
SWAG
3
Spectrum Wealth Advisory Group
California
$17M
4
LOIP
4
Live Oak Investment Partners
Texas
$7.38M
5
LIS
5
Legacy Investment Solutions
Idaho
$6.89M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$15.7M
2
WWM
2
Wagner Wealth Management
South Carolina
$20M
3
LPL Financial
3
LPL Financial
California
$277M
4
CJH
4
Christopher J. Hasenberg
Wisconsin
$770K
5
MFA
5
Morling Financial Advisors
California
$420K
Name Market Value Shares Shares
Change 		Shares
Change %
PIA
101
Perennial Investment Advisors
California
$4.72M 189,612 -340,078 -64%
OC
102
Oppenheimer & Co
New York
$4.32M 173,543 -7,789 -4%
AAS
103
Ameritas Advisory Services
Nebraska
$4.14M 166,175 -159,859 -49%
FHA
104
Flagship Harbor Advisors
Massachusetts
$4.02M 161,679 +57,714 +56%
BWM
105
BlackDiamond Wealth Management
New York
$4.02M 161,576 -3,341 -2%
SG
106
StoneX Group
New York
$3.99M 160,468 -9,711 -6%
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$3.79M 152,345 +13,536 +10%
PFS
108
Prospera Financial Services
Texas
$3.73M 149,890 -353,854 -70%
Kovitz Investment Group Partners
109
Kovitz Investment Group Partners
Illinois
$3.69M 148,140 -5,482 -4%
ATPW
110
Ashton Thomas Private Wealth
Arizona
$3.43M 137,710 -4,674 -3%
GSWM
111
Golden State Wealth Management
California
$3.39M 136,313 +14,709 +12%
GWSG
112
GPS Wealth Strategies Group
Colorado
$3.29M 132,105 -39,981 -23%
FF
113
Fairway Financial
Florida
$3.07M 123,185 -1,944 -2%
SPC
114
Sigma Planning Corp
Michigan
$3M 120,619 -130,737 -52%
ASN
115
Advisory Services Network
Georgia
$2.92M 117,571 +32,893 +39%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$2.82M 113,226 +57,545 +103%
FFA
117
Farther Finance Advisors
California
$2.78M 111,560 -10,333 -8%
EFS
118
Econ Financial Services
Pennsylvania
$2.76M 110,817 -5,283 -5%
SP
119
Sequent Planning
Nebraska
$2.68M 107,667 +2,262 +2%
DWM
120
Defined Wealth Management
Oregon
$2.61M 104,676 +3,416 +3%
FTS
121
Fifth Third Securities
Ohio
$2.5M 100,567 -5,991 -6%
AWS
122
Atria Wealth Solutions
New York
$2.43M 97,646 -57,064 -37%
AGA
123
Arkos Global Advisors
Texas
$2.4M 96,499 +1,046 +1%
SCM
124
Sollinda Capital Management
Florida
$2.3M 92,374 +92,374 New
CCG
125
Capital CS Group
California
$2.25M 90,199 -7,028 -7%
3 4
5
6 7