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First Trust Smith Unconstrained Bond ETF

184 hedge funds and large institutions have $1.48B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
2.94%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.3%
New
31
Increased
67
Reduced
79
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFP
126
Root Financial Partners
California
$605K +$605K +25,005 New
AWA
127
Alta Wealth Advisors
Massachusetts
$595K -$1.97M -81,364 -77%
WT
128
Whittier Trust
California
$548K
GRP
129
Global Retirement Partners
California
$538K +$161K +6,539 +43%
FHC
130
First Heartland Consultants
Missouri
$525K -$80.6K -3,331 -13%
NA
131
NewEdge Advisors
Louisiana
$518K -$277K -11,433 -35%
PFS
132
Prospera Financial Services
Texas
$503K +$113K +4,674 +29%
LSA
133
Lion Street Advisors
Texas
$471K +$471K +19,472 New
SW
134
SteelPeak Wealth
California
$463K -$4.46K -184 -1%
DC
135
Davenport & Co
Virginia
$451K -$7.89K -326 -2%
FFN
136
Focus Financial Network
Minnesota
$439K +$439K +18,134 New
FA
137
Flagstar Advisors
New York
$437K +$16.8K +694 +4%
QCIG
138
Quad-Cities Investment Group
Iowa
$427K -$58.6K -2,422 -12%
GIA
139
Gladstone Institutional Advisory
Florida
$423K -$499K -20,599 -54%
HT
140
HighTower Trust
Texas
$409K +$48.5K +2,022 +13%
CCA
141
Childress Capital Advisors
Texas
$399K -$1.03M -42,542 -72%
TWP
142
Total Wealth Planning
Ohio
$397K +$397K +16,400 New
TFA
143
Tobias Financial Advisors
Florida
$395K -$481K -19,854 -55%
SOS
144
Silver Oak Securities
Tennessee
$393K +$393K +16,252 New
FA
145
Fagan Associates
New York
$382K +$382K +15,790 New
ML
146
McAdam LLC
Pennsylvania
$376K +$376K +15,538 New
IWM
147
IHT Wealth Management
Illinois
$372K +$372K +15,349 New
CA
148
Cetera Advisors
Colorado
$368K +$104K +4,286 +39%
CW
149
CIC Wealth
Maryland
$349K -$35.5K -1,468 -9%
TLFA
150
True Link Financial Advisors
California
$340K