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First Trust Smith Unconstrained Bond ETF

271 hedge funds and large institutions have $2.44B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 108 increasing their positions, 131 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

26% less funds holding in top 10

Funds holding in top 10: 3425 (-9)

30% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 30

Holders
271
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
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
RWA
101
Redhawk Wealth Advisors
Minnesota
$4.73M
PIA
102
Perennial Investment Advisors
California
$4.72M
OC
103
Oppenheimer & Co
New York
$4.32M
AAS
104
Ameritas Advisory Services
Nebraska
$4.14M
FHA
105
Flagship Harbor Advisors
Massachusetts
$4.02M
BWM
106
BlackDiamond Wealth Management
New York
$4.02M
SG
107
StoneX Group
New York
$3.99M
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$3.79M
PFS
109
Prospera Financial Services
Texas
$3.73M
Kovitz Investment Group Partners
110
Kovitz Investment Group Partners
Illinois
$3.69M
ATPW
111
Ashton Thomas Private Wealth
Arizona
$3.43M
GSWM
112
Golden State Wealth Management
California
$3.39M
GWSG
113
GPS Wealth Strategies Group
Colorado
$3.29M
FF
114
Fairway Financial
Florida
$3.07M
SPC
115
Sigma Planning Corp
Michigan
$3M
ASN
116
Advisory Services Network
Georgia
$2.92M
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$2.82M
FFA
118
Farther Finance Advisors
California
$2.78M
EFS
119
Econ Financial Services
Pennsylvania
$2.76M
SP
120
Sequent Planning
Nebraska
$2.68M
DWM
121
Defined Wealth Management
Oregon
$2.61M
FTS
122
Fifth Third Securities
Ohio
$2.5M
AWS
123
Atria Wealth Solutions
New York
$2.43M
AGA
124
Arkos Global Advisors
Texas
$2.4M
SCM
125
Sollinda Capital Management
Florida
$2.3M