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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

299 hedge funds and large institutions have $2.79B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 141 increasing their positions, 87 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+44
Holders Change %
+17.25%
% of All Funds
3.98%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
60
Increased
141
Reduced
87
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$295M
2
Bank of America
Bank of America
North Carolina
$119M
3
Wells Fargo
Wells Fargo
California
$104M
4
UBS Group
UBS Group
Switzerland
$217M
5
HI
Harbour Investments
Wisconsin
$98M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
$0
2
PGWM
Pitti Group Wealth Management
New York
$0
3
CJH
Christopher J. Hasenberg
Wisconsin
$3.7M
4
Renaissance Technologies
Renaissance Technologies
New York
$2.02M
5
M1FG
Mach-1 Financial Group
Arkansas
$782K
Name Holding Trade Value Shares
Change 		Shares
Change %
AGA
126
Arkos Global Advisors
Texas
$2.82M +$31.1K +1,260 +1%
EFS
127
Econ Financial Services
Pennsylvania
$2.81M +$2.59M +105,152 +1,166%
FF
128
Fairway Financial
Florida
$2.78M +$2.78M +112,973 New
CFGS
129
Concourse Financial Group Securities
Alabama
$2.74M +$2.72M +110,383 +13,973%
FTS
130
Fifth Third Securities
Ohio
$2.73M +$73.4K +2,976 +3%
SP
131
Sequent Planning
Nebraska
$2.58M +$33.6K +1,363 +1%
FHA
132
Flagship Harbor Advisors
Massachusetts
$2.56M +$1.9M +77,190 +289%
EIG
133
Ellenbecker Investment Group
Wisconsin
$2.54M -$2.1M -85,290 -45%
Comerica Bank
134
Comerica Bank
Texas
$2.44M +$135K +5,473 +6%
DWM
135
Defined Wealth Management
Oregon
$2.38M +$9.52K +386 +0.4%
APP
136
Avantax Planning Partners
Iowa
$2.36M -$153K -6,210 -6%
SOS
137
Silver Oak Securities
Tennessee
$2.26M +$1.11M +45,102 +97%
AF
138
Apollon Financial
South Carolina
$2.23M +$189K +7,659 +9%
PVI
139
Pine Valley Investments
New Jersey
$2.22M +$49 +2 +0%
DADC
140
D.A. Davidson & Co
Montana
$2.16M +$271K +11,005 +14%
AssetMark Inc
141
AssetMark Inc
California
$2.15M +$152K +6,155 +8%
CCG
142
Capital CS Group
California
$2.13M +$178K +7,214 +9%
Renaissance Technologies
143
Renaissance Technologies
New York
$2.02M -$6.9M -280,010 -77%
PWM
144
Puff Wealth Management
New Jersey
$2.01M +$2.01M +81,723 New
PCMC
145
Private Capital Management (Colorado)
Colorado
$1.94M -$219K -8,865 -10%
First Trust Advisors
146
First Trust Advisors
Illinois
$1.86M +$575K +23,307 +45%
SIM
147
Synergy Investment Management
Florida
$1.84M +$1.84M +74,475 New
RA
148
RiverTree Advisors
Florida
$1.83M +$1.83M +74,163 New
GWSG
149
GPS Wealth Strategies Group
Colorado
$1.82M +$1.05M +42,761 +138%
OIA
150
OneDigital Investment Advisors
Kansas
$1.81M +$1.13M +45,717 +164%
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