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First Trust Smith Unconstrained Bond ETF
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Overview Fund Activity

171 hedge funds and large institutions have $1.02B invested in First Trust Smith Unconstrained Bond ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 56 reducing their positions, and 7 closing their positions.

Holders
171
Holders Change
+11
Holders Change %
+6.88%
% of All Funds
2.96%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.29%
New
20
Increased
77
Reduced
56
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$32.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$145M
3
Truist Financial
3
Truist Financial
North Carolina
$17.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.6M
5
UBS Group
5
UBS Group
Switzerland
$25.4M

Top Sellers

1
FPF
1
First Pacific Financial
Washington
$1.15M
2
MAM
2
Madison Asset Management
Wisconsin
$5.8M
3
Bank of America
3
Bank of America
North Carolina
$41.8M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$25.2M
5
FFA
5
Fi3 Financial Advisors
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
101
Stratos Wealth Partners
Ohio
$963K 40,426 – –
EC
102
EdgeRock Capital
Colorado
$945K 39,679 +2,634 +7%
MG
103
Mather Group
Illinois
$936K 39,311 +39,311 New
EH
104
Equitable Holdings
New York
$903K 37,926 -17,067 -31%
DC
105
Davenport & Co
Virginia
$901K 37,838 -3,079 -8%
EIA
106
Eldridge Investment Advisors
New Hampshire
$865K 36,304 +1,304 +4%
IWA
107
Inspirion Wealth Advisors
Illinois
$837K 35,159 -1,200 -3%
TCM
108
Triumph Capital Management
Colorado
$822K 34,510 -38,524 -53%
SIM
109
Stratos Investment Management
Ohio
$753K 31,597 +31,597 New
TFA
110
Tobias Financial Advisors
Florida
$748K 31,391 +17,855 +132%
QCIG
111
Quad-Cities Investment Group
Iowa
$744K 31,231 +2,030 +7%
OPS
112
Orion Portfolio Solutions
Nebraska
$652K 27,391 +8,458 +45%
BBA
113
Braun-Bostich & Associates
Pennsylvania
$651K 27,351 -8,961 -25%
KP
114
Keel Point
Alabama
$631K 26,498 +26,498 New
BA
115
Bridgewater Advisors
New York
$604K 25,360 -3,480 -12%
FTUS
116
Flow Traders U.S.
New York
$596K 25,024 +11,619 +87%
BAM
117
Belpointe Asset Management
Nevada
$578K 24,271 -13,332 -35%
PFS
118
Prospera Financial Services
Texas
$567K 23,813 -2,040 -8%
FA
119
Flagstar Advisors
New York
$543K 22,801 -11,927 -34%
WT
120
Whittier Trust
California
$539K 22,645 – –
MSFS
121
Main Street Financial Solutions
Pennsylvania
$523K 21,962 -2,945 -12%
NA
122
NewEdge Advisors
Louisiana
$511K 21,463 -204 -0.9%
SMF
123
Sterling Manor Financial
New York
$469K 19,678 -6,518 -25%
SW
124
SteelPeak Wealth
California
$460K 19,297 -168 -0.9%
BCI
125
Brinker Capital Investments
Pennsylvania
$430K 18,051 – –
3 4
5
6 7