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First Trust Smith Unconstrained Bond ETF

238 hedge funds and large institutions have $2.1B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 129 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
3.46%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.29%
New
42
Increased
129
Reduced
57
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
126
Kingsview Wealth Management
Oregon
$1.87M +$396K +16,181 +27%
CCG
127
Capital CS Group
California
$1.86M +$34.2K +1,399 +2%
DADC
128
D.A. Davidson & Co
Montana
$1.78M +$117K +4,771 +7%
LCWP
129
Legacy Capital Wealth Partners
Arkansas
$1.61M +$1.61M +65,988 New
UAG
130
United Advisor Group
Ohio
$1.57M -$367K -15,023 -19%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$1.55M -$175K -7,154 -10%
TI
132
tru Independence
Oregon
$1.49M +$74.7K +3,055 +5%
EE
133
EWG Elevate
California
$1.46M +$79.7K +3,259 +6%
IFAM
134
Institutional & Family Asset Management
Colorado
$1.45M -$5.43K -222 -0.4%
NCM
135
Northwest Capital Management
Oregon
$1.39M -$634K -25,916 -31%
WN
136
Williams & Novak
California
$1.38M +$1.07M +43,817 +346%
WA
137
WESPAC Advisors
California
$1.34M -$796K -32,549 -37%
CCFM
138
Clear Creek Financial Management
Washington
$1.3M +$30.1K +1,230 +2%
AAS
139
Asset Allocation Strategies
Michigan
$1.29M -$10.9K -447 -0.8%
CAP
140
Columbia Advisory Partners
Washington
$1.21M +$523K +21,387 +76%
PPP
141
Private Portfolio Partners
New Jersey
$1.19M +$48.2K +1,973 +4%
CIAS
142
Capital Investment Advisory Services
North Carolina
$1.16M +$3.33K +136 +0.3%
SWP
143
Stratos Wealth Partners
Ohio
$1.13M -$155K -6,352 -12%
PCS
144
Private Client Services
Kentucky
$1.09M +$55.1K +2,252 +5%
First Trust Advisors
145
First Trust Advisors
Illinois
$1.04M +$259K +10,597 +33%
CFD
146
Creative Financial Designs
Indiana
$1.03M -$2.01M -82,158 -66%
AssetMark Inc
147
AssetMark Inc
California
$1.03M -$884K -36,138 -46%
CCA
148
Childress Capital Advisors
Texas
$975K -$761K -31,115 -44%
NS
149
NBC Securities
Alabama
$972K +$18.2K +745 +2%
EA
150
Ergawealth Advisors
Illinois
$783K -$560K -22,902 -42%