UCON icon

First Trust Smith Unconstrained Bond ETF

258 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 15 funds opening new positions, 124 increasing their positions, 105 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

Holders
258
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$31.2M
2 +$23.4M
3 +$16.3M
4
Morgan Stanley
Morgan Stanley
New York
+$15.6M
5
Osaic Holdings
Osaic Holdings
Arizona
+$8.43M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
101
Prospera Financial Services
Texas
$3.64M
CWM
102
Collaborative Wealth Management
Florida
$3.4M
FF
103
Fairway Financial
Florida
$3.2M
GWSG
104
GPS Wealth Strategies Group
Colorado
$3.2M
ATPW
105
Ashton Thomas Private Wealth
Arizona
$3.18M
ASN
106
Advisory Services Network
Georgia
$3.02M
EFS
107
Econ Financial Services
Pennsylvania
$2.81M
SP
108
Sequent Planning
Nebraska
$2.75M
VT
109
Vise Technologies
New York
$2.7M
DWM
110
Defined Wealth Management
Oregon
$2.64M
FFA
111
Farther Finance Advisors
California
$2.63M
OIA
112
OneDigital Investment Advisors
Kansas
$2.52M
CCG
113
Capital CS Group
California
$2.46M
AGA
114
Arkos Global Advisors
Texas
$2.46M
SFPG
115
Stonebridge Financial Planning Group
Florida
$2.38M
DADC
116
D.A. Davidson & Co
Montana
$2.29M
TCA
117
Transcend Capital Advisors
New Jersey
$2.24M
FTS
118
Fifth Third Securities
Ohio
$2.24M
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$2.02M
PIA
120
Perennial Investment Advisors
California
$1.98M
APP
121
Avantax Planning Partners
Iowa
$1.96M
LWMI
122
Legacy Wealth Management (Idaho)
Idaho
$1.9M
PWM
123
Puff Wealth Management
New Jersey
$1.86M
EE
124
EWG Elevate
California
$1.81M
CAP
125
Columbia Advisory Partners
Washington
$1.8M