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First Trust Smith Unconstrained Bond ETF

282 hedge funds and large institutions have $2.95B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 140 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-17
Holders Change %
-5.69%
% of All Funds
3.83%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.46%
New
30
Increased
140
Reduced
94
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWTS
101
Stonehaven Wealth & Tax Solutions
Wisconsin
$5.89M +$2.1M +85,046 +56%
OCFG
102
O'Connor Financial Group
Illinois
$5.88M +$548K +22,161 +10%
CPA
103
Capital Performance Advisors
California
$5.86M +$5.86M +236,711 New
AAS
104
Avantax Advisory Services
Texas
$5.77M -$1.1M -44,616 -16%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$5.66M -$97.2K -3,928 -2%
Envestnet Portfolio Solutions
106
Envestnet Portfolio Solutions
Illinois
$5.58M +$754K +30,477 +16%
OMC
107
Old Mission Capital
Illinois
$5.54M +$4.91M +198,350 +775%
HFP
108
Holistic Financial Partners
Indiana
$5.43M +$1.94M +78,529 +56%
TPWA
109
Twin Peaks Wealth Advisors
California
$5.4M -$37.6K -1,532 -0.7%
EW
110
Entruity Wealth
California
$5.25M +$210K +8,487 +4%
TCWM
111
Total Clarity Wealth Management
Illinois
$5.21M
SMFG
112
Sumitomo Mitsui Financial Group
Japan
$5.21M -$144K -5,814 -3%
WWA
113
WCG Wealth Advisors
Nevada
$5.12M +$5.12M +206,977 New
KP
114
Keel Point
Alabama
$5.03M +$555K +22,412 +12%
TA
115
TrueWealth Advisors
Alabama
$4.94M +$1.04M +41,868 +27%
OC
116
Oppenheimer & Co
New York
$4.49M -$310K -12,526 -6%
BI
117
Bramshill Investments
Florida
$4.46M +$4.46M +180,000 New
SIM
118
Stratos Investment Management
Ohio
$4.26M +$4.26M +172,200 New
GWSG
119
GPS Wealth Strategies Group
Colorado
$4.26M +$2.44M +98,410 +134%
SG
120
StoneX Group
New York
$4.21M +$167K +6,728 +4%
BWM
121
BlackDiamond Wealth Management
New York
$4.07M +$353K +14,295 +9%
AWS
122
Atria Wealth Solutions
New York
$3.83M +$257K +10,398 +7%
Kovitz Investment Group Partners
123
Kovitz Investment Group Partners
Illinois
$3.8M -$174K -7,016 -4%
ATPW
124
Ashton Thomas Private Wealth
Arizona
$3.52M -$467K -18,879 -12%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$3.44M -$3.06M -123,432 -47%