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First Trust Smith Unconstrained Bond ETF
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Overview Fund Activity

196 hedge funds and large institutions have $1.25B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 50 reducing their positions, and 15 closing their positions.

Holders
196
Holders Change
+12
Holders Change %
+6.52%
% of All Funds
3.13%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
28
Increased
106
Reduced
50
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$16M
2
CFS
2
Commonwealth Financial Services
West Virginia
$10.4M
3
TA
3
TruWealth Advisors
Louisiana
$9.46M
4
LPL Financial
4
LPL Financial
California
$136M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$44.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$8.05M
2
EC
2
EdgeRock Capital
Colorado
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$22.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$30.4M
5
UBS Group
5
UBS Group
Switzerland
$39.8M
Name Market Value Shares Shares
Change 		Shares
Change %
PVI
101
Pine Valley Investments
New Jersey
$1.95M 81,652 +5,265 +7%
WA
102
WESPAC Advisors
California
$1.91M 79,803 +4,244 +6%
AF
103
Advisornet Financial
Minnesota
$1.83M 76,661 +10,459 +16%
SWP
104
Stratos Wealth Partners
Ohio
$1.72M 71,771 +21,885 +44%
VCM
105
Virtue Capital Management
Tennessee
$1.62M 67,287 – –
EE
106
EWG Elevate
California
$1.61M 67,288 +2,423 +4%
FFN
107
Focus Financial Network
Minnesota
$1.58M 66,187 +42,493 +179%
B
108
Bridgeworth
Alabama
$1.57M 65,875 +2,147 +3%
AssetMark Inc
109
AssetMark Inc
California
$1.52M 63,674 +10,815 +20%
AWS
110
Atria Wealth Solutions
New York
$1.48M 61,910 -7,000 -10%
DADC
111
D.A. Davidson & Co
Montana
$1.48M 61,810 +5,800 +10%
CG
112
CFO4Life Group
Texas
$1.46M 61,203 +34,113 +126%
LCWP
113
Legacy Capital Wealth Partners
Arkansas
$1.43M 59,751 +29,698 +99%
RJFSA
114
Raymond James Financial Services Advisors
Florida
$1.37M 57,116 +8,142 +17%
KP
115
Keel Point
Alabama
$1.36M 57,049 +7,272 +15%
AWA
116
Authentikos Wealth Advisory
California
$1.34M 55,917 -5,162 -8%
SFS
117
Sowell Financial Services
Arkansas
$1.31M 54,901 -689 -1%
FPF
118
First Pacific Financial
Washington
$1.18M 49,514 -2,312 -4%
SIM
119
Stratos Investment Management
Ohio
$1.14M 47,845 -51 -0.1%
CIAS
120
Capital Investment Advisory Services
North Carolina
$1.12M 46,681 -1,875 -4%
PPP
121
Private Portfolio Partners
New Jersey
$1.05M 43,737 +31,391 +254%
ARC
122
Advisor Resource Council
Texas
$1.04M 43,525 +43,525 New
Comerica Bank
123
Comerica Bank
Texas
$971K 40,626 +40,626 New
SB
124
Strategic Blueprint
Georgia
$944K 39,518 -3,563 -8%
NS
125
NBC Securities
Alabama
$890K 37,275 +37,275 New
3 4
5
6 7