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First Trust Smith Unconstrained Bond ETF

283 hedge funds and large institutions have $2.64B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 94 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

31% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 94

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

10% more capital invested

Capital invested by funds: $2.4B → $2.64B (+$235M)

8% more funds holding

Funds holding: 262283 (+21)

2.25% more ownership

Funds ownership: 80.79%83.04% (+2.2%)

Holders
283
Holders Change
+21
Holders Change %
+8.02%
% of All Funds
3.44%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.28%
New
46
Increased
123
Reduced
94
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
101
Beacon Financial Group
Texas
$4.38M -$382K -15,139 -8%
TA
102
Tactive Advisors
Florida
$4.27M +$201K +7,983 +5%
WS
103
Wedbush Securities
California
$4.1M +$3.74M +148,276 +1,013%
VT
104
Vise Technologies
New York
$4.04M +$1.34M +53,281 +50%
HIW
105
Holos Integrated Wealth
Pennsylvania
$4M -$9.94M -394,164 -71%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$3.95M +$1.94M +76,812 +96%
FHA
107
Flagship Harbor Advisors
Massachusetts
$3.91M -$121K -4,806 -3%
ATPW
108
Ashton Thomas Private Wealth
Arizona
$3.87M +$689K +27,303 +22%
BWM
109
BlackDiamond Wealth Management
New York
$3.68M -$343K -13,618 -9%
FAL
110
Focused Alpha LLC
Colorado
$3.63M +$3.64M +144,382 New
FF
111
Fairway Financial
Florida
$3.53M +$333K +13,219 +10%
FTS
112
Fifth Third Securities
Ohio
$3.4M +$1.16M +45,915 +52%
AIA
113
AssuredPartners Investment Advisors
Florida
$3.2M +$1.88M +74,354 +141%
OIA
114
OneDigital Investment Advisors
Kansas
$3.12M +$598K +23,724 +24%
ASN
115
Advisory Services Network
Georgia
$2.87M -$151K -5,984 -5%
FFA
116
Farther Finance Advisors
California
$2.84M +$212K +8,423 +8%
SFPG
117
Stonebridge Financial Planning Group
Florida
$2.84M +$460K +18,246 +19%
SWAG
118
Spectrum Wealth Advisory Group
California
$2.82M -$13M -513,786 -82%
SP
119
Sequent Planning
Nebraska
$2.67M -$77.3K -3,064 -3%
DWM
120
Defined Wealth Management
Oregon
$2.63M -$7.44K -295 -0.3%
SG
121
StoneX Group
New York
$2.5M -$1.47M -58,194 -37%
DADC
122
D.A. Davidson & Co
Montana
$2.48M +$191K +7,574 +8%
CCG
123
Capital CS Group
California
$2.44M -$21.5K -851 -0.9%
TCA
124
Transcend Capital Advisors
New Jersey
$2.29M +$45.4K +1,801 +2%
PVI
125
Pine Valley Investments
New Jersey
$2.23M -$29.3K -1,160 -1%