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First Trust Smith Unconstrained Bond ETF

160 hedge funds and large institutions have $895M invested in First Trust Smith Unconstrained Bond ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+19
Holders Change %
+13.48%
% of All Funds
2.71%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.22%
New
33
Increased
55
Reduced
62
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
126
V Wealth Advisors
Kansas
$319K +$122K +4,980 +62%
Financial Engines Advisors
127
Financial Engines Advisors
California
$318K -$19.9K -816 -6%
CW
128
CreativeOne Wealth
Kansas
$312K +$312K +12,727 New
KPWS
129
Kestra Private Wealth Services
Texas
$309K +$1.25K +51 +0.4%
GWA
130
GGM Wealth Advisors
Maryland
$278K -$420K -17,209 -60%
WS
131
Wedbush Securities
California
$270K +$73 +3 +0%
MSAM
132
Moloney Securities Asset Management
Missouri
$257K -$143K -5,838 -36%
PTC
133
Private Trust Company
Ohio
$246K +$246K +10,057 New
CA
134
Cetera Advisors
Colorado
$237K +$237K +9,682 New
APA
135
American Portfolios Advisors
New York
$232K -$41.3K -1,687 -15%
CCA
136
Childress Capital Advisors
Texas
$227K +$227K +9,274 New
JWCA
137
J.W. Cole Advisors
Florida
$221K +$98 +4 +0%
TNBTD
138
Trustmark National Bank Trust Department
Mississippi
$219K +$219K +8,958 New
AAS
139
Avantax Advisory Services
Texas
$211K +$211K +8,618 New
GWM
140
Geneos Wealth Management
Colorado
$158K -$1.52M -62,355 -91%
M1FG
141
Mach-1 Financial Group
Arkansas
$94K +$94K +3,845 New
GRP
142
Global Retirement Partners
California
$78K +$36.6K +1,501 +89%
Wells Fargo
143
Wells Fargo
California
$59K -$14.5K -601 -20%
ODG
144
O'Dell Group
Ohio
$45K +$122 +5 +0.3%
CFGS
145
Concourse Financial Group Securities
Alabama
$39K
IWP
146
IAG Wealth Partners
Wisconsin
$37K -$34.5K -1,400 -48%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$31K
BFEC
148
Benjamin F. Edwards & Company
Missouri
$18K -$22.7K -945 -56%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$14K +$14K +581 New
GI
150
Gradient Investments
Minnesota
$13K +$13K +545 New