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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

184 hedge funds and large institutions have $1.2B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 59 reducing their positions, and 23 closing their positions.

Holders
184
Holders Change
–
Holders Change %
0%
% of All Funds
2.9%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
26
Increased
89
Reduced
59
Closed
23
Calls
–
Puts
$321K
Net Calls
-$321K
Net Calls Change
-$321K

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$17.5M
2
UBS Group
2
UBS Group
Switzerland
$44.7M
3
SW
3
SlateStone Wealth
Florida
$11.9M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$9.74M
5
CAG
5
Csenge Advisory Group
Florida
$24.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$92.4M
2
PVI
2
Pine Valley Investments
New Jersey
$1.85M
3
AWM
3
AE Wealth Management
Kansas
$9.39M
4
Jane Street
4
Jane Street
New York
$50.6M
5
CFD
5
Creative Financial Designs
Indiana
$84.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
126
Flagship Harbor Advisors
Massachusetts
$695K +$15.4K +637 +2%
CCA
127
Childress Capital Advisors
Texas
$677K +$278K +11,500 +70%
CG
128
CFO4Life Group
Texas
$655K -$13.5K -558 -2%
KWM
129
Kingsview Wealth Management
Oregon
$643K -$290K -11,996 -31%
OPAM
130
Ocean Park Asset Management
California
$618K +$330K +13,658 +115%
AWA
131
Alta Wealth Advisors
Massachusetts
$595K – – –
GRP
132
Global Retirement Partners
California
$593K +$63.5K +2,627 +12%
FFN
133
Focus Financial Network
Minnesota
$573K +$134K +5,560 +31%
RFP
134
Root Financial Partners
California
$551K -$53.6K -2,219 -9%
WT
135
Whittier Trust
California
$547K – – –
SWM
136
Spire Wealth Management
Virginia
$538K -$1.11M -46,046 -67%
MWM
137
Mattern Wealth Management
Kansas
$518K -$336K -13,916 -39%
PFS
138
Prospera Financial Services
Texas
$503K +$870 +36 +0.2%
OIA
139
OneDigital Investment Advisors
Kansas
$487K -$309K -12,769 -39%
SW
140
SteelPeak Wealth
California
$446K -$16.4K -678 -4%
FA
141
Flagstar Advisors
New York
$441K +$4.62K +191 +1%
EFS
142
Econ Financial Services
Pennsylvania
$432K +$432K +17,860 New
IWM
143
IHT Wealth Management
Illinois
$430K +$58.6K +2,424 +16%
FA
144
Fagan Associates
New York
$409K +$27.8K +1,150 +7%
TWP
145
Total Wealth Planning
Ohio
$396K – – –
AAS
146
Ameritas Advisory Services
Nebraska
$391K -$3.07M -127,930 -89%
ML
147
McAdam LLC
Pennsylvania
$373K -$2.71K -112 -0.7%
CW
148
CIC Wealth
Maryland
$344K -$4.57K -189 -1%
TLFA
149
True Link Financial Advisors
California
$339K – – –
QCIG
150
Quad-Cities Investment Group
Iowa
$329K -$97.1K -4,016 -23%
4 5
6
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