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First Trust Smith Unconstrained Bond ETF

255 hedge funds and large institutions have $2.51B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 63 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+17
Holders Change %
+7.14%
% of All Funds
3.69%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.35%
New
34
Increased
143
Reduced
63
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
126
Apollon Financial
South Carolina
$2.08M +$70.9K +2,822 +4%
NEWAS
127
N.E.W. Advisory Services
Wisconsin
$2.05M -$5.38M -213,966 -72%
AssetMark Inc
128
AssetMark Inc
California
$2.03M +$973K +38,728 +92%
CCG
129
Capital CS Group
California
$1.99M +$80.9K +3,221 +4%
ECA
130
Elevated Capital Advisors
Utah
$1.97M -$3.39M -134,895 -63%
DADC
131
D.A. Davidson & Co
Montana
$1.92M +$88K +3,500 +5%
LCWP
132
Legacy Capital Wealth Partners
Arkansas
$1.81M +$148K +5,882 +9%
TI
133
tru Independence
Oregon
$1.71M +$170K +6,770 +11%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$1.65M +$59.9K +2,384 +4%
SC
135
Savant Capital
Illinois
$1.63M -$341K -13,586 -17%
UAG
136
United Advisor Group
Ohio
$1.63M +$12.6K +502 +0.8%
PCS
137
Private Client Services
Kentucky
$1.54M +$419K +16,656 +37%
AWA
138
Authentikos Wealth Advisory
California
$1.53M +$1.53M +60,787 New
EE
139
EWG Elevate
California
$1.48M -$15.5K -618 -1%
WA
140
WESPAC Advisors
California
$1.43M +$54.1K +2,153 +4%
NCM
141
Northwest Capital Management
Oregon
$1.41M -$23.5K -937 -2%
CCFM
142
Clear Creek Financial Management
Washington
$1.32M -$12.2K -486 -0.9%
First Trust Advisors
143
First Trust Advisors
Illinois
$1.31M +$243K +9,658 +23%
CAP
144
Columbia Advisory Partners
Washington
$1.26M +$14.5K +575 +1%
AI
145
Atria Investments
North Carolina
$1.23M +$620K +24,664 +101%
WI
146
Wintrust Investments
Illinois
$1.23M -$10.8M -428,836 -90%
NS
147
NBC Securities
Alabama
$1.22M +$221K +8,811 +22%
PPP
148
Private Portfolio Partners
New Jersey
$1.21M -$18K -715 -1%
SWP
149
Stratos Wealth Partners
Ohio
$1.19M +$25.6K +1,018 +2%
SOS
150
Silver Oak Securities
Tennessee
$1.17M +$953K +37,876 +431%