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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
$12.4M
2
SWAG
Spectrum Wealth Advisory Group
California
$17M
3
LOIP
Live Oak Investment Partners
Texas
$7.38M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$101M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$11.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$15.7M
2
WWM
Wagner Wealth Management
South Carolina
$20M
3
LPL Financial
LPL Financial
California
$277M
4
CJH
Christopher J. Hasenberg
Wisconsin
$770K
5
MFA
Morling Financial Advisors
California
$420K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
126
Capital CS Group
California
$2.25M -$175K -7,028 -7%
TA
127
Tactive Advisors
Florida
$2.19M +$2.19M +87,881 New
DADC
128
D.A. Davidson & Co
Montana
$2.16M -$572K -22,995 -21%
OIA
129
OneDigital Investment Advisors
Kansas
$1.98M +$55.4K +2,225 +3%
APP
130
Avantax Planning Partners
Iowa
$1.98M +$572 +23 +0%
PWM
131
Puff Wealth Management
New Jersey
$1.96M -$106K -4,245 -5%
PSFG
132
Park Square Financial Group
Georgia
$1.89M -$540K -21,686 -22%
CWM
133
Collaborative Wealth Management
Florida
$1.85M +$1.13M +45,546 +158%
PAS
134
PKS Advisory Services
New York
$1.8M +$566K +22,721 +46%
SC
135
SouthState Corp
Florida
$1.75M -$89.9K -3,610 -5%
JWCA
136
J.W. Cole Advisors
Florida
$1.65M +$337K +13,527 +26%
Lido Advisors
137
Lido Advisors
California
$1.64M -$122K -4,888 -7%
EE
138
EWG Elevate
California
$1.64M -$9.78K -393 -0.6%
Comerica Bank
139
Comerica Bank
Texas
$1.6M -$971K -39,010 -38%
SCA
140
Snowden Capital Advisors
New York
$1.54M -$31K -1,247 -2%
SFPG
141
Stonebridge Financial Planning Group
Florida
$1.51M +$410K +16,464 +37%
BI
142
Bramshill Investments
Florida
$1.49M -$2.99M -120,000 -67%
RPGK
143
Retirement Planning Group (Kansas)
Kansas
$1.43M -$1.64M -66,009 -53%
VA
144
VestGen Advisors
Illinois
$1.38M -$179K -7,174 -11%
FF
145
Financial Futures
New Jersey
$1.36M -$9.27M -372,456 -87%
CAP
146
Columbia Advisory Partners
Washington
$1.35M -$63.1K -2,536 -4%
MC
147
McCarthy & Cox
Ohio
$1.34M -$17.1M -687,220 -93%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$1.33M +$53.1K +2,132 +4%
NS
149
NBC Securities
Alabama
$1.29M +$93.6K +3,762 +8%
MAS
150
MPWM Advisory Solutions
Georgia
$1.2M -$470K -18,871 -28%
4 5
6
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