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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

171 hedge funds and large institutions have $1.02B invested in First Trust Smith Unconstrained Bond ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 56 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+11
Holders Change %
+6.88%
% of All Funds
2.96%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.29%
New
20
Increased
77
Reduced
56
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$32.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$145M
3
Truist Financial
3
Truist Financial
North Carolina
$17.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.6M
5
UBS Group
5
UBS Group
Switzerland
$25.4M

Top Sellers

1
FPF
1
First Pacific Financial
Washington
$1.15M
2
MAM
2
Madison Asset Management
Wisconsin
$5.8M
3
Bank of America
3
Bank of America
North Carolina
$41.8M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$25.2M
5
FFA
5
Fi3 Financial Advisors
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
126
EP Wealth Advisors
California
$404K +$404K +16,950 New
HT
127
HighTower Trust
Texas
$401K +$291K +12,202 +264%
WDC
128
Woodward Diversified Capital
California
$379K +$379K +15,902 New
UCFA
129
United Capital Financial Advisors
Texas
$375K -$153K -6,420 -29%
IAP
130
Indie Asset Partners
Indiana
$348K -$35.8K -1,505 -9%
KPWS
131
Kestra Private Wealth Services
Texas
$345K +$44K +1,845 +15%
WWM
132
Wagner Wealth Management
South Carolina
$337K -$50.7K -2,128 -13%
TLFA
133
True Link Financial Advisors
California
$334K +$334K +14,037 New
SFP
134
Sweet Financial Partners
Minnesota
$324K -$76.7K -3,224 -19%
Financial Engines Advisors
135
Financial Engines Advisors
California
$310K – – –
GRP
136
Global Retirement Partners
California
$304K +$228K +9,628 +301%
CW
137
CreativeOne Wealth
Kansas
$302K -$857 -36 -0.3%
TCWM
138
Total Clarity Wealth Management
Illinois
$284K -$281K -11,778 -50%
PWA
139
PCG Wealth Advisors
Kansas
$280K +$280K +11,730 New
GWA
140
GGM Wealth Advisors
Maryland
$269K – – –
WS
141
Wedbush Securities
California
$262K -$1.12K -47 -0.4%
MSAM
142
Moloney Securities Asset Management
Missouri
$249K +$48 +2 +0%
PTC
143
Private Trust Company
Ohio
$242K +$2.55K +107 +1%
JWCA
144
J.W. Cole Advisors
Florida
$239K +$24K +1,007 +11%
NFP
145
NorthLanding Financial Partners
New York
$234K +$234K +9,817 New
CA
146
Cetera Advisors
Colorado
$230K -$858 -36 -0.4%
TNBTD
147
Trustmark National Bank Trust Department
Mississippi
$213K – – –
APA
148
American Portfolios Advisors
New York
$213K -$12.5K -524 -6%
RIA
149
Realta Investment Advisors
Delaware
$193K +$193K +8,119 New
M1FG
150
Mach-1 Financial Group
Arkansas
$150K +$58.8K +2,477 +64%
4 5
6
7 8