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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

184 hedge funds and large institutions have $1.2B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 59 reducing their positions, and 23 closing their positions.

Holders
184
Holders Change
–
Holders Change %
0%
% of All Funds
2.9%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
26
Increased
89
Reduced
59
Closed
23
Calls
–
Puts
$321K
Net Calls
-$321K
Net Calls Change
-$321K

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$17.5M
2
UBS Group
2
UBS Group
Switzerland
$44.7M
3
SW
3
SlateStone Wealth
Florida
$11.9M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$9.74M
5
CAG
5
Csenge Advisory Group
Florida
$24.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$92.4M
2
PVI
2
Pine Valley Investments
New Jersey
$1.85M
3
AWM
3
AE Wealth Management
Kansas
$9.39M
4
Jane Street
4
Jane Street
New York
$50.6M
5
CFD
5
Creative Financial Designs
Indiana
$84.4K
Name Market Value Shares Shares
Change 		Shares
Change %
B
101
Bridgeworth
Alabama
$1.54M 63,728 -3,754 -6%
QAM
102
Q3 Asset Management
Michigan
$1.49M 61,622 +61,622 New
AWA
103
Authentikos Wealth Advisory
California
$1.48M 61,079 -2,592 -4%
DADC
104
D.A. Davidson & Co
Montana
$1.35M 56,010 +2,310 +4%
KPWS
105
Kestra Private Wealth Services
Texas
$1.34M 55,620 +1,010 +2%
SFS
106
Sowell Financial Services
Arkansas
$1.34M 55,590 +2,797 +5%
KAS
107
Kestra Advisory Services
Texas
$1.34M 55,452 -2,780 -5%
AssetMark Inc
108
AssetMark Inc
California
$1.28M 52,859 +902 +2%
FPF
109
First Pacific Financial
Washington
$1.25M 51,826 +2,875 +6%
EH
110
Equitable Holdings
New York
$1.23M 50,747 +6,421 +14%
SWP
111
Stratos Wealth Partners
Ohio
$1.21M 49,886 +445 +0.9%
KP
112
Keel Point
Alabama
$1.2M 49,777 +2,956 +6%
RJFSA
113
Raymond James Financial Services Advisors
Florida
$1.18M 48,974 -550 -1%
CIAS
114
Capital Investment Advisory Services
North Carolina
$1.17M 48,556 +313 +0.6%
CA
115
Cetera Advisors
Colorado
$1.17M 48,322 +33,108 +218%
SIM
116
Stratos Investment Management
Ohio
$1.16M 47,896 -29 -0.1%
SB
117
Strategic Blueprint
Georgia
$1.04M 43,081 -594 -1%
BCP
118
Blackhawk Capital Partners
Wisconsin
$1.03M 42,682 -9,771 -19%
RJA
119
Raymond James & Associates
Florida
$1M 41,571 -41 -0.1%
FHC
120
First Heartland Consultants
Missouri
$902K 37,300 +15,623 +72%
IWA
121
Inspirion Wealth Advisors
Illinois
$756K 31,296 – –
CFS
122
CGC Financial Services
Oregon
$731K 30,260 +30,260 New
TI
123
tru Independence
Oregon
$729K 30,155 +3,552 +13%
LCWP
124
Legacy Capital Wealth Partners
Arkansas
$726K 30,053 -10,699 -26%
CCFM
125
Clear Creek Financial Management
Washington
$715K 29,582 +29,582 New
3 4
5
6 7