UCON icon

First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

219 hedge funds and large institutions have $1.86B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+8
Holders Change %
+3.79%
% of All Funds
3.17%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
27
Increased
117
Reduced
62
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$70.6M
2
LPL Financial
LPL Financial
California
+$25.4M
3
WWM
Wagner Wealth Management
South Carolina
+$25.1M
4
Bank of America
Bank of America
North Carolina
+$15M
5
APP
Avantax Planning Partners
Iowa
+$14.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$93.1M
2
TWM
Tolleson Wealth Management
Texas
-$19.8M
3
SWA
Stratos Wealth Advisors
Ohio
-$19.7M
4
CFS
CGC Financial Services
Oregon
-$13.4M
5
OWA
Octavia Wealth Advisors
Ohio
-$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
126
D.A. Davidson & Co
Montana
$1.68M +$153K +6,229 +10%
AF
127
Apollon Financial
South Carolina
$1.66M +$419K +17,028 +34%
Comerica Bank
128
Comerica Bank
Texas
$1.63M +$540K +21,951 +50%
GAG
129
Goodman Advisory Group
Massachusetts
$1.59M +$1.37M +55,780 +630%
AWA
130
Authentikos Wealth Advisory
California
$1.56M +$249K +10,126 +19%
TA
131
Tactive Advisors
Florida
$1.54M +$1.54M +62,572 New
KWM
132
Kingsview Wealth Management
Oregon
$1.48M +$116K +4,724 +9%
IFAM
133
Institutional & Family Asset Management
Colorado
$1.46M +$1.46M +59,510 New
TI
134
tru Independence
Oregon
$1.43M -$652K -26,486 -31%
EE
135
EWG Elevate
California
$1.38M +$5.44K +221 +0.4%
EA
136
Ergawealth Advisors
Illinois
$1.35M -$40.9K -1,663 -3%
AAS
137
Asset Allocation Strategies
Michigan
$1.31M +$56K +2,278 +4%
SWP
138
Stratos Wealth Partners
Ohio
$1.3M -$700K -28,456 -35%
CCFM
139
Clear Creek Financial Management
Washington
$1.28M +$114K +4,649 +10%
AWS
140
Atria Wealth Solutions
New York
$1.24M -$228K -9,280 -16%
CFS
141
CGC Financial Services
Oregon
$1.19M -$13.4M -546,518 -92%
CIAS
142
Capital Investment Advisory Services
North Carolina
$1.17M -$24.7K -1,006 -2%
PPP
143
Private Portfolio Partners
New Jersey
$1.15M +$83.7K +3,401 +8%
ARC
144
Advisor Resource Council
Texas
$1.13M -$2.14M -86,311 -65%
OIA
145
OneDigital Investment Advisors
Kansas
$1.06M +$99K +4,024 +10%
PCS
146
Private Client Services
Kentucky
$1.04M +$80K +3,250 +8%
BBA
147
Braun-Bostich & Associates
Pennsylvania
$1.01M -$426K -17,316 -30%
VCM
148
Virtue Capital Management
Tennessee
$981K -$596K -24,494 -38%
NS
149
NBC Securities
Alabama
$959K +$25K +1,018 +3%
CG
150
CFO4Life Group
Texas
$838K -$1.41M -57,197 -63%
4 5
6
7 8