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First Trust Smith Unconstrained Bond ETF

183 hedge funds and large institutions have $1.18B invested in First Trust Smith Unconstrained Bond ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 63 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+12
Holders Change %
+7.02%
% of All Funds
2.95%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.4%
New
33
Increased
73
Reduced
63
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHC
126
First Heartland Consultants
Missouri
$603K -$4.18M -173,494 -87%
WT
127
Whittier Trust
California
$546K
DADC
128
D.A. Davidson & Co
Montana
$542K +$542K +22,480 New
QCIG
129
Quad-Cities Investment Group
Iowa
$483K -$270K -11,183 -36%
SW
130
SteelPeak Wealth
California
$465K
DC
131
Davenport & Co
Virginia
$457K -$455K -18,877 -50%
SMF
132
Sterling Manor Financial
New York
$450K -$24.5K -1,016 -5%
BCI
133
Brinker Capital Investments
Pennsylvania
$435K
FA
134
Flagstar Advisors
New York
$418K -$132K -5,460 -24%
T
135
TRUADVICE
Florida
$418K +$418K +17,014 New
TCM
136
True Capital Management
California
$409K +$409K +16,950 New
PFS
137
Prospera Financial Services
Texas
$389K -$186K -7,698 -32%
CW
138
CIC Wealth
Maryland
$383K +$383K +15,900 New
GRP
139
Global Retirement Partners
California
$371K +$61.3K +2,544 +20%
HT
140
HighTower Trust
Texas
$363K -$43.8K -1,811 -11%
TLFA
141
True Link Financial Advisors
California
$338K
CW
142
CreativeOne Wealth
Kansas
$321K +$15.3K +636 +5%
WWM
143
Wagner Wealth Management
South Carolina
$316K -$24.8K -1,027 -7%
Financial Engines Advisors
144
Financial Engines Advisors
California
$311K -$3.11K -129 -1%
MSFS
145
Main Street Financial Solutions
Pennsylvania
$293K -$236K -9,800 -45%
GWA
146
GGM Wealth Advisors
Maryland
$276K
MSAM
147
Moloney Securities Asset Management
Missouri
$265K +$12.3K +510 +5%
IP
148
Ignite Planners
California
$264K +$264K +10,743 New
CA
149
Cetera Advisors
Colorado
$263K +$30.9K +1,282 +13%
WS
150
Wedbush Securities
California
$256K -$8.36K -347 -3%