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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

299 hedge funds and large institutions have $2.79B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 141 increasing their positions, 87 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+44
Holders Change %
+17.25%
% of All Funds
3.98%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
60
Increased
141
Reduced
87
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$295M
2
Bank of America
2
Bank of America
North Carolina
$119M
3
Wells Fargo
3
Wells Fargo
California
$104M
4
UBS Group
4
UBS Group
Switzerland
$217M
5
HI
5
Harbour Investments
Wisconsin
$98M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$0
2
PGWM
2
Pitti Group Wealth Management
New York
$0
3
CJH
3
Christopher J. Hasenberg
Wisconsin
$3.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.02M
5
M1FG
5
Mach-1 Financial Group
Arkansas
$782K
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
101
Oppenheimer & Co
New York
$4.78M +$376K +15,242 +9%
MAM
102
Madison Asset Management
Wisconsin
$4.64M -$121K -4,897 -3%
MIA
103
Madison Investment Advisors
Wisconsin
$4.64M +$4.64M +188,108 New
RPGK
104
Retirement Planning Group (Kansas)
Kansas
$4.55M -$400K -16,236 -8%
KP
105
Keel Point
Alabama
$4.45M +$455K +18,463 +11%
RWA
106
Redhawk Wealth Advisors
Minnesota
$4.12M +$70.3K +2,852 +2%
SG
107
StoneX Group
New York
$4.03M +$4.03M +163,451 New
ATPW
108
Ashton Thomas Private Wealth
Arizona
$3.98M -$2.12K -86 -0.1%
Kovitz Investment Group Partners
109
Kovitz Investment Group Partners
Illinois
$3.96M -$29.8K -1,209 -0.7%
TA
110
TrueWealth Advisors
Alabama
$3.89M +$1.14M +46,424 +42%
KWM
111
Kingsview Wealth Management
Oregon
$3.81M +$719K +29,168 +23%
SWTS
112
Stonehaven Wealth & Tax Solutions
Wisconsin
$3.77M +$3.77M +153,089 New
LWMI
113
Legacy Wealth Management (Idaho)
Idaho
$3.73M +$60.2K +2,437 +2%
LIS
114
Legacy Investment Solutions
Idaho
$3.73M +$60.2K +2,437 +2%
PSCM
115
Per Stirling Capital Management
Texas
$3.72M +$594K +24,114 +19%
BWM
116
BlackDiamond Wealth Management
New York
$3.71M -$5.82K -236 -0.2%
CJH
117
Christopher J. Hasenberg
Wisconsin
$3.7M -$7M -283,882 -65%
AWS
118
Atria Wealth Solutions
New York
$3.56M +$137K +5,541 +4%
AA
119
Armis Advisers
Georgia
$3.51M +$3.51M +142,295 New
HFP
120
Holistic Financial Partners
Indiana
$3.48M +$747K +30,307 +27%
FFA
121
Farther Finance Advisors
California
$3.22M +$2.26M +91,510 +234%
PSFG
122
Park Square Financial Group
Georgia
$3.16M +$3.16M +127,993 New
GSWM
123
Golden State Wealth Management
California
$3.05M +$3.05M +123,695 New
AIA
124
AssuredPartners Investment Advisors
Florida
$2.97M +$2.97M +120,510 New
CA
125
Clearstead Advisors
Ohio
$2.89M -$825K -33,478 -22%
3 4
5
6 7