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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

271 hedge funds and large institutions have $2.43B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 107 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-11
Holders Change %
-3.9%
% of All Funds
3.63%
Holding in Top 10
25
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-26.47%
% of All Funds
0.34%
New
21
Increased
107
Reduced
131
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HAS
HBW Advisory Services
California
+$11M
2
SWAG
Spectrum Wealth Advisory Group
California
+$7.53M
3
LOIP
Live Oak Investment Partners
Texas
+$7.38M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.38M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$5.44M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$212M
2
WWM
Wagner Wealth Management
South Carolina
-$35.1M
3
LPL Financial
LPL Financial
California
-$32.4M
4
CJH
Christopher J. Hasenberg
Wisconsin
-$31.5M
5
MFA
Morling Financial Advisors
California
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
101
Redhawk Wealth Advisors
Minnesota
$4.73M -$2.62M -105,202 -36%
PIA
102
Perennial Investment Advisors
California
$4.72M -$8.46M -340,078 -64%
OC
103
Oppenheimer & Co
New York
$4.32M -$194K -7,789 -4%
AAS
104
Ameritas Advisory Services
Nebraska
$4.14M -$3.98M -159,859 -49%
FHA
105
Flagship Harbor Advisors
Massachusetts
$4.02M +$1.44M +57,714 +56%
BWM
106
BlackDiamond Wealth Management
New York
$4.02M -$83.1K -3,341 -2%
SG
107
StoneX Group
New York
$3.99M -$242K -9,711 -6%
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$3.79M +$337K +13,536 +10%
PFS
109
Prospera Financial Services
Texas
$3.73M -$8.81M -353,854 -70%
Kovitz Investment Group Partners
110
Kovitz Investment Group Partners
Illinois
$3.69M -$136K -5,482 -4%
ATPW
111
Ashton Thomas Private Wealth
Arizona
$3.43M -$116K -4,674 -3%
GSWM
112
Golden State Wealth Management
California
$3.39M +$366K +14,709 +12%
GWSG
113
GPS Wealth Strategies Group
Colorado
$3.29M -$995K -39,981 -23%
FF
114
Fairway Financial
Florida
$3.07M -$48.4K -1,944 -2%
SPC
115
Sigma Planning Corp
Michigan
$3M -$3.25M -130,737 -52%
ASN
116
Advisory Services Network
Georgia
$2.92M +$817K +32,893 +39%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$2.82M +$1.43M +57,545 +103%
FFA
118
Farther Finance Advisors
California
$2.78M -$257K -10,333 -8%
EFS
119
Econ Financial Services
Pennsylvania
$2.76M -$131K -5,283 -5%
SP
120
Sequent Planning
Nebraska
$2.68M +$56.3K +2,262 +2%
DWM
121
Defined Wealth Management
Oregon
$2.61M +$85K +3,416 +3%
FTS
122
Fifth Third Securities
Ohio
$2.5M -$149K -5,991 -6%
AWS
123
Atria Wealth Solutions
New York
$2.43M -$1.42M -57,064 -37%
AGA
124
Arkos Global Advisors
Texas
$2.4M +$26K +1,046 +1%
SCM
125
Sollinda Capital Management
Florida
$2.3M +$2.3M +92,374 New
3 4
5
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