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First Trust Smith Unconstrained Bond ETF

211 hedge funds and large institutions have $1.72B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+15
Holders Change %
+7.65%
% of All Funds
3.09%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
37
Increased
109
Reduced
59
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LCM
101
Lunt Capital Management
Utah
$2.42M +$111K +4,498 +5%
WSTAM
102
Wilbanks Smith & Thomas Asset Management
Virginia
$2.42M -$86.2K -3,483 -3%
PCMC
103
Private Capital Management (Colorado)
Colorado
$2.35M +$200K +8,095 +9%
PVI
104
Pine Valley Investments
New Jersey
$2.28M +$259K +10,456 +13%
CG
105
CFO4Life Group
Texas
$2.26M +$744K +30,076 +49%
RWA
106
Redhawk Wealth Advisors
Minnesota
$2.26M +$2.26M +91,263 New
AF
107
Advisornet Financial
Minnesota
$2.23M +$335K +13,536 +18%
B
108
Bridgeworth
Alabama
$2.22M +$592K +23,927 +36%
TI
109
tru Independence
Oregon
$2.09M +$1.19M +48,102 +132%
CFD
110
Creative Financial Designs
Indiana
$2.08M +$2.06M +83,067 +9,830%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$2.06M -$106K -4,290 -5%
WA
112
WESPAC Advisors
California
$2.06M +$88.5K +3,576 +4%
NCM
113
Northwest Capital Management
Oregon
$2.06M -$111K -4,480 -5%
SWP
114
Stratos Wealth Partners
Ohio
$2.01M +$233K +9,435 +13%
CCA
115
Childress Capital Advisors
Texas
$2.01M -$302K -12,200 -13%
Envestnet Portfolio Solutions
116
Envestnet Portfolio Solutions
Illinois
$1.96M +$1.41M +57,188 +259%
RJFSA
117
Raymond James Financial Services Advisors
Florida
$1.96M +$542K +21,908 +38%
AssetMark Inc
118
AssetMark Inc
California
$1.68M +$102K +4,124 +6%
VCM
119
Virtue Capital Management
Tennessee
$1.59M -$61.1K -2,485 -4%
Renaissance Technologies
120
Renaissance Technologies
New York
$1.56M +$1.56M +63,100 New
DADC
121
D.A. Davidson & Co
Montana
$1.53M +$3.46K +140 +0.2%
KP
122
Keel Point
Alabama
$1.49M +$74.1K +2,996 +5%
AWS
123
Atria Wealth Solutions
New York
$1.48M -$55.2K -2,230 -4%
BBA
124
Braun-Bostich & Associates
Pennsylvania
$1.45M +$1.45M +58,419 New
LCWP
125
Legacy Capital Wealth Partners
Arkansas
$1.44M -$41.9K -1,694 -3%