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First Trust Smith Unconstrained Bond ETF

141 hedge funds and large institutions have $832M invested in First Trust Smith Unconstrained Bond ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 59 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+26
Holders Change %
+22.61%
% of All Funds
2.23%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
40
Increased
59
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
126
Koshinski Asset Management
Illinois
$178K
SC
127
Stephens Consulting
Michigan
$123K
Wells Fargo
128
Wells Fargo
California
$78K +$48.3K +1,883 +162%
IWP
129
IAG Wealth Partners
Wisconsin
$74K
MCC
130
Money Concepts Capital
Florida
$50K +$50K +1,974 New
ODG
131
O'Dell Group
Ohio
$47K +$47K +1,835 New
BFEC
132
Benjamin F. Edwards & Company
Missouri
$43K
GRP
133
Global Retirement Partners
California
$42K +$42K +1,695 New
CFGS
134
Concourse Financial Group Securities
Alabama
$41K -$234K -9,148 -85%
BEI
135
Benjamin Edwards Inc
Missouri
$38K +$38K +1,475 New
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$32K +$1.85K +72 +6%
GWSG
137
GPS Wealth Strategies Group
Colorado
$13K +$13K +500 New
PB
138
Pinnacle Bancorp
Nebraska
$9K
CAL
139
Capital Analysts LLC
Pennsylvania
$6K +$6K +249 New
TAM
140
Tucker Asset Management
Colorado
$3.42K
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$1K
CCA
142
Childress Capital Advisors
Texas
-$2.39M -90,448 Closed
QAM
143
Q3 Asset Management
Michigan
-$2.06M -77,947 Closed
FF
144
Financial Futures
New Jersey
-$1.59M -60,363 Closed
PWM
145
Purus Wealth Management
California
-$830K -31,492 Closed
AWM
146
Axxcess Wealth Management
California
-$328K -12,456 Closed
HAS
147
HBW Advisory Services
California
-$314K -11,912 Closed
GVAG
148
Great Valley Advisor Group
Delaware
-$311K -11,789 Closed
IAA
149
Independent Advisor Alliance
North Carolina
-$254K -9,621 Closed
EFL
150
ERn Financial LLC
Wisconsin
-$233K -8,822 Closed