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First Trust Smith Unconstrained Bond ETF

141 hedge funds and large institutions have $832M invested in First Trust Smith Unconstrained Bond ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 59 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+26
Holders Change %
+22.61%
% of All Funds
2.23%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
40
Increased
59
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UCFA
101
United Capital Financial Advisors
Texas
$603K
WT
102
Whittier Trust
California
$578K +$578K +22,645 New
IWC
103
Integrated Wealth Concepts
Massachusetts
$556K -$109K -4,272 -16%
TWM
104
TMD Wealth Management
Arizona
$554K +$76.1K +2,980 +16%
SW
105
SteelPeak Wealth
California
$520K -$12.5K -489 -2%
AWM
106
Apollon Wealth Management
South Carolina
$507K -$147K -5,736 -22%
MHS
107
M Holdings Securities
Oregon
$501K +$501K +19,614 New
BRWM
108
B. Riley Wealth Management
Tennessee
$490K +$490K +19,190 New
OMC
109
Old Mission Capital
Illinois
$447K +$447K +17,504 New
EIA
110
Eldridge Investment Advisors
New Hampshire
$442K -$447K -17,500 -50%
OPS
111
Orion Portfolio Solutions
Nebraska
$441K -$363K -14,194 -45%
HT
112
HighTower Trust
Texas
$429K -$1.96K -77 -0.5%
MSAM
113
Moloney Securities Asset Management
Missouri
$416K -$52.7K -2,065 -11%
BCI
114
Brinker Capital Investments
Pennsylvania
$415K
IAP
115
Indie Asset Partners
Indiana
$413K -$12.8K -500 -3%
Financial Engines Advisors
116
Financial Engines Advisors
California
$353K +$353K +13,833 New
VR
117
Viridian RIA
Washington
$342K -$359K -13,618 Closed
KPWS
118
Kestra Private Wealth Services
Texas
$321K -$42.5K -1,667 -12%
TFA
119
Tobias Financial Advisors
Florida
$311K +$311K +12,194 New
APA
120
American Portfolios Advisors
New York
$285K +$170K +6,642 +147%
WS
121
Wedbush Securities
California
$281K +$8.59K +337 +3%
WAS
122
Wealth Advisory Solutions
Indiana
$267K +$267K +10,443 New
CA
123
CoreCap Advisors
Michigan
$262K +$262K +10,246 New
JWCA
124
J.W. Cole Advisors
Florida
$231K -$144K -5,620 -38%
VWA
125
V Wealth Advisors
Kansas
$205K +$205K +8,048 New