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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

238 hedge funds and large institutions have $2.1B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 129 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
3.46%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.29%
New
42
Increased
129
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$49M
2
LPL Financial
2
LPL Financial
California
$198M
3
Ameriprise
3
Ameriprise
Minnesota
$23.9M
4
MFA
4
Morling Financial Advisors
California
$21.4M
5
Wells Fargo
5
Wells Fargo
California
$22.5M

Top Sellers

1
FAIM
1
Financial Advocates Investment Management
Washington
$0
2
AWA
2
Arkadios Wealth Advisors
Georgia
$338K
3
APP
3
Avantax Planning Partners
Iowa
$9.54M
4
FA
4
Fermata Advisors
California
$408K
5
LFG
5
Larson Financial Group
Missouri
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
101
Renaissance Technologies
New York
$3.36M +$296K +12,100 +10%
Envestnet Portfolio Solutions
102
Envestnet Portfolio Solutions
Illinois
$3.25M +$506K +20,676 +18%
EFS
103
Econ Financial Services
Pennsylvania
$3.05M +$7.8K +319 +0.3%
AAS
104
Avantax Advisory Services
Texas
$3.04M +$26.6K +1,088 +0.9%
PSCM
105
Per Stirling Capital Management
Texas
$2.98M +$2.98M +121,897 New
CA
106
Crumly & Associates
Illinois
$2.95M +$145K +5,948 +5%
LCM
107
Lunt Capital Management
Utah
$2.91M +$111K +4,557 +4%
FA
108
Fagan Associates
New York
$2.84M +$2.15M +87,924 +310%
CA
109
Clearstead Advisors
Ohio
$2.84M +$2.84M +116,121 New
AGA
110
Arkos Global Advisors
Texas
$2.72M +$22.3K +911 +0.8%
HFP
111
Holistic Financial Partners
Indiana
$2.71M +$472K +19,292 +21%
FTS
112
Fifth Third Securities
Ohio
$2.71M +$2.71M +110,932 New
RWA
113
Redhawk Wealth Advisors
Minnesota
$2.52M +$99.9K +4,086 +4%
SP
114
Sequent Planning
Nebraska
$2.5M +$359K +14,739 +17%
SMFG
115
Sumitomo Mitsui Financial Group
Japan
$2.39M +$1.1K +45 +0%
DWM
116
Defined Wealth Management
Oregon
$2.29M +$2.29M +93,641 New
PVI
117
Pine Valley Investments
New Jersey
$2.2M -$11.1K -453 -0.5%
PCMC
118
Private Capital Management (Colorado)
Colorado
$2.17M +$1.91K +78 +0.1%
BRWA
119
B. Riley Wealth Advisors
Florida
$2.17M +$1.84M +75,054 +549%
AWS
120
Atria Wealth Solutions
New York
$2.1M +$865K +35,380 +70%
OBWG
121
Onyx Bridge Wealth Group
New York
$2.02M +$33.9K +1,385 +2%
MWM
122
MBE Wealth Management
Wisconsin
$1.99M +$11.9K +487 +0.6%
Comerica Bank
123
Comerica Bank
Texas
$1.97M +$355K +14,504 +22%
AF
124
Apollon Financial
South Carolina
$1.96M +$302K +12,339 +18%
SC
125
Savant Capital
Illinois
$1.92M +$1.92M +78,466 New
3 4
5
6 7