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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

211 hedge funds and large institutions have $1.72B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+15
Holders Change %
+7.65%
% of All Funds
3.09%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
37
Increased
109
Reduced
59
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$143M
2
UBS Group
UBS Group
Switzerland
+$68.5M
3
TWM
Tolleson Wealth Management
Texas
+$26.8M
4
Bank of America
Bank of America
North Carolina
+$22.9M
5
EC
EdgeRock Capital
Colorado
+$20.7M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
-$11.8M
2
Jane Street
Jane Street
New York
-$8.05M
3
VWA
Visionary Wealth Advisors
Illinois
-$5.7M
4
SWA
Stratos Wealth Advisors
Ohio
-$5.57M
5
SPC
Sigma Planning Corp
Michigan
-$4.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
126
Capital CS Group
California
$1.42M +$1.42M +57,427 New
EA
127
Ergawealth Advisors
Illinois
$1.4M +$848K +34,282 +154%
EE
128
EWG Elevate
California
$1.39M -$278K -11,253 -17%
KWM
129
Kingsview Wealth Management
Oregon
$1.37M +$475K +19,205 +53%
AWA
130
Authentikos Wealth Advisory
California
$1.32M -$66.7K -2,698 -5%
AAS
131
Asset Allocation Strategies
Michigan
$1.26M +$1.26M +50,843 New
AF
132
Apollon Financial
South Carolina
$1.25M +$1.25M +50,601 New
CIAS
133
Capital Investment Advisory Services
North Carolina
$1.2M +$42.5K +1,718 +4%
ATPW
134
Ashton Thomas Private Wealth
Arizona
$1.19M +$1.19M +48,187 New
CCFM
135
Clear Creek Financial Management
Washington
$1.17M +$361K +14,581 +45%
Comerica Bank
136
Comerica Bank
Texas
$1.09M +$89.7K +3,627 +9%
PPP
137
Private Portfolio Partners
New Jersey
$1.08M -$6.68K -270 -0.6%
OMC
138
Old Mission Capital
Illinois
$1.02M +$1.02M +41,040 New
OIA
139
OneDigital Investment Advisors
Kansas
$970K +$472K +19,060 +95%
PCS
140
Private Client Services
Kentucky
$964K +$964K +38,971 New
NS
141
NBC Securities
Alabama
$940K +$17.8K +721 +2%
SIM
142
Stratos Investment Management
Ohio
$910K -$274K -11,072 -23%
RFP
143
Root Financial Partners
California
$884K +$866 +35 +0.1%
EFS
144
Econ Financial Services
Pennsylvania
$824K -$9.28K -375 -1%
IWA
145
Inspirion Wealth Advisors
Illinois
$767K – – –
QAM
146
Q3 Asset Management
Michigan
$733K -$92.9K -3,757 -11%
BCP
147
Blackhawk Capital Partners
Wisconsin
$706K +$2.47K +100 +0.4%
FFA
148
Fi3 Financial Advisors
Indiana
$692K +$692K +27,984 New
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$681K +$681K +27,512 New
FHA
150
Flagship Harbor Advisors
Massachusetts
$673K -$72.7K -2,940 -10%
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