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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

255 hedge funds and large institutions have $2.51B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 63 reducing their positions, and 14 closing their positions.

Holders
255
Holders Change
+17
Holders Change %
+7.14%
% of All Funds
3.69%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.35%
New
34
Increased
143
Reduced
63
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$82.7M
2
LPL Financial
2
LPL Financial
California
$259M
3
Ameriprise
3
Ameriprise
Minnesota
$65.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$181M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$31.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
VWA
2
Visionary Wealth Advisors
Illinois
$7.44M
3
WI
3
Wintrust Investments
Illinois
$1.23M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$6.91M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIS
101
Legacy Investment Solutions
Idaho
$3.67M +$3.67M +148,713 New
LWMI
102
Legacy Wealth Management (Idaho)
Idaho
$3.67M +$3.67M +148,713 New
MA
103
Mutual Advisors
Nebraska
$3.67M -$2.94M -118,559 -44%
FA
104
Fagan Associates
New York
$3.66M +$737K +29,345 +25%
AWS
105
Atria Wealth Solutions
New York
$3.49M +$1.33M +52,991 +62%
RIA
106
Regal Investment Advisors
Michigan
$3.47M -$6.31M -251,074 -65%
AAS
107
Avantax Advisory Services
Texas
$3.46M +$337K +13,407 +11%
LCM
108
Lunt Capital Management
Utah
$3.23M +$235K +9,370 +8%
PSCM
109
Per Stirling Capital Management
Texas
$3.19M +$127K +5,067 +4%
KWM
110
Kingsview Wealth Management
Oregon
$3.15M +$1.23M +48,886 +64%
SWAG
111
Spectrum Wealth Advisory Group
California
$3.12M +$3.12M +123,972 New
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$2.89M +$2.31M +91,818 +395%
AGA
113
Arkos Global Advisors
Texas
$2.84M +$47K +1,869 +2%
TA
114
TrueWealth Advisors
Alabama
$2.8M +$2.8M +111,307 New
HFP
115
Holistic Financial Partners
Indiana
$2.78M -$5.48K -218 -0.2%
FTS
116
Fifth Third Securities
Ohio
$2.7M -$84.2K -3,352 -3%
SP
117
Sequent Planning
Nebraska
$2.6M +$18.5K +737 +0.7%
APP
118
Avantax Planning Partners
Iowa
$2.57M -$7.24M -288,259 -74%
DWM
119
Defined Wealth Management
Oregon
$2.41M +$59.8K +2,380 +3%
FHC
120
First Heartland Consultants
Missouri
$2.35M -$357K -14,220 -13%
Comerica Bank
121
Comerica Bank
Texas
$2.35M +$319K +12,692 +16%
PVI
122
Pine Valley Investments
New Jersey
$2.26M +$2.92K +116 +0.1%
OBWG
123
Onyx Bridge Wealth Group
New York
$2.22M +$142K +5,650 +7%
PCMC
124
Private Capital Management (Colorado)
Colorado
$2.2M -$31.7K -1,261 -1%
SMFG
125
Sumitomo Mitsui Financial Group
Japan
$2.13M -$326K -12,960 -13%
3 4
5
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