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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
Holders Change %
% of All Funds
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWTS
101
Stonehaven Wealth & Tax Solutions
Wisconsin
$5.89M
OCFG
102
O'Connor Financial Group
Illinois
$5.88M
CPA
103
Capital Performance Advisors
California
$5.86M
AAS
104
Avantax Advisory Services
Texas
$5.77M
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$5.66M
Envestnet Portfolio Solutions
106
Envestnet Portfolio Solutions
Illinois
$5.58M
OMC
107
Old Mission Capital
Illinois
$5.54M
HFP
108
Holistic Financial Partners
Indiana
$5.43M
TPWA
109
Twin Peaks Wealth Advisors
California
$5.4M
EW
110
Entruity Wealth
California
$5.25M
TCWM
111
Total Clarity Wealth Management
Illinois
$5.21M
SMFG
112
Sumitomo Mitsui Financial Group
Japan
$5.21M
WWA
113
WCG Wealth Advisors
Nevada
$5.12M
KP
114
Keel Point
Alabama
$5.03M
TA
115
TrueWealth Advisors
Alabama
$4.94M
OC
116
Oppenheimer & Co
New York
$4.49M
BI
117
Bramshill Investments
Florida
$4.46M
SIM
118
Stratos Investment Management
Ohio
$4.26M
GWSG
119
GPS Wealth Strategies Group
Colorado
$4.26M
SG
120
StoneX Group
New York
$4.21M
BWM
121
BlackDiamond Wealth Management
New York
$4.07M
AWS
122
Atria Wealth Solutions
New York
$3.83M
Kovitz Investment Group Partners
123
Kovitz Investment Group Partners
Illinois
$3.8M
ATPW
124
Ashton Thomas Private Wealth
Arizona
$3.52M
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$3.44M