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First Trust Smith Unconstrained Bond ETF

262 hedge funds and large institutions have $2.4B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 125 increasing their positions, 106 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 106

2% less capital invested

Capital invested by funds: $2.44B → $2.4B (-$38.8M)

1.03% less ownership

Funds ownership: 81.82%80.79% (-1%)

5% less funds holding

Funds holding: 275262 (-13)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
262
Holders Change
-13
Holders Change %
-4.73%
% of All Funds
3.44%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
16
Increased
125
Reduced
106
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
101
Prospera Financial Services
Texas
$3.64M -$133K -5,323 -4%
CWM
102
Collaborative Wealth Management
Florida
$3.4M +$1.52M +60,763 +82%
FF
103
Fairway Financial
Florida
$3.2M +$98.1K +3,927 +3%
GWSG
104
GPS Wealth Strategies Group
Colorado
$3.2M -$126K -5,055 -4%
ATPW
105
Ashton Thomas Private Wealth
Arizona
$3.18M -$286K -11,432 -8%
ASN
106
Advisory Services Network
Georgia
$3.02M +$61.5K +2,463 +2%
EFS
107
Econ Financial Services
Pennsylvania
$2.81M +$22.2K +887 +0.8%
SP
108
Sequent Planning
Nebraska
$2.75M +$38.9K +1,557 +1%
VT
109
Vise Technologies
New York
$2.7M +$2.68M +107,126 New
DWM
110
Defined Wealth Management
Oregon
$2.64M +$1.27K +51 +0%
FFA
111
Farther Finance Advisors
California
$2.63M -$176K -7,054 -6%
OIA
112
OneDigital Investment Advisors
Kansas
$2.52M +$515K +20,612 +26%
CCG
113
Capital CS Group
California
$2.46M +$187K +7,503 +8%
AGA
114
Arkos Global Advisors
Texas
$2.46M +$27.6K +1,104 +1%
SFPG
115
Stonebridge Financial Planning Group
Florida
$2.38M +$846K +33,848 +56%
DADC
116
D.A. Davidson & Co
Montana
$2.29M +$101K +4,055 +5%
PVI
117
Pine Valley Investments
New Jersey
$2.26M -$35K -1,401 -2%
TCA
118
Transcend Capital Advisors
New Jersey
$2.24M +$1.02M +41,019 +85%
FTS
119
Fifth Third Securities
Ohio
$2.24M -$288K -11,543 -11%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$2.02M -$1.81M -72,279 -47%
PIA
121
Perennial Investment Advisors
California
$1.98M -$2.78M -111,081 -59%
APP
122
Avantax Planning Partners
Iowa
$1.96M -$41.9K -1,676 -2%
LWMI
123
Legacy Wealth Management (Idaho)
Idaho
$1.9M -$5.03M -201,255 -73%
PWM
124
Puff Wealth Management
New Jersey
$1.86M -$116K -4,652 -6%
EE
125
EWG Elevate
California
$1.81M +$151K +6,031 +9%