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First Trust Smith Unconstrained Bond ETF

196 hedge funds and large institutions have $1.25B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+12
Holders Change %
+6.52%
% of All Funds
3.13%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
28
Increased
106
Reduced
50
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TI
126
tru Independence
Oregon
$871K +$150K +6,288 +21%
KWM
127
Kingsview Wealth Management
Oregon
$866K +$230K +9,639 +36%
RFP
128
Root Financial Partners
California
$853K +$309K +12,916 +57%
IA
129
IFP Advisors
Florida
$814K -$873K -36,527 -52%
EFS
130
Econ Financial Services
Pennsylvania
$805K +$379K +15,838 +89%
QAM
131
Q3 Asset Management
Michigan
$798K -$674K -28,224 -46%
NL
132
Navalign LLC
California
$791K +$575K +24,046 +265%
CCFM
133
Clear Creek Financial Management
Washington
$781K +$74.1K +3,101 +10%
IWA
134
Inspirion Wealth Advisors
Illinois
$742K -$5.98K -250 -0.8%
FHA
135
Flagship Harbor Advisors
Massachusetts
$721K +$33.5K +1,400 +5%
CFS
136
CGC Financial Services
Oregon
$719K -$3.75K -157 -0.5%
BCP
137
Blackhawk Capital Partners
Wisconsin
$679K -$341K -14,258 -33%
GRP
138
Global Retirement Partners
California
$634K +$50.4K +2,122 +9%
WT
139
Whittier Trust
California
$541K
EA
140
Ergawealth Advisors
Illinois
$533K +$533K +22,289 New
Envestnet Portfolio Solutions
141
Envestnet Portfolio Solutions
Illinois
$528K +$528K +22,107 New
OIA
142
OneDigital Investment Advisors
Kansas
$482K
PFS
143
Prospera Financial Services
Texas
$475K -$22.8K -955 -5%
LSA
144
Lion Street Advisors
Texas
$446K +$446K +18,657 New
FA
145
Flagstar Advisors
New York
$441K +$5.69K +238 +1%
SW
146
SteelPeak Wealth
California
$433K -$7.84K -328 -2%
QCIG
147
Quad-Cities Investment Group
Iowa
$403K +$77.6K +3,249 +24%
TWP
148
Total Wealth Planning
Ohio
$392K
WC
149
Waterloo Capital
Texas
$382K +$382K +15,996 New
IWM
150
IHT Wealth Management
Illinois
$378K -$46.6K -1,949 -11%