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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

282 hedge funds and large institutions have $2.95B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 140 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-17
Holders Change %
-5.69%
% of All Funds
3.83%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.46%
New
30
Increased
140
Reduced
94
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CJH
Christopher J. Hasenberg
Wisconsin
+$28.4M
2
Wells Fargo
Wells Fargo
California
+$22.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$21.8M
4
GWM
Geneos Wealth Management
Colorado
+$16.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.3M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$38.4M
2
AWM
Apollon Wealth Management
South Carolina
-$23M
3
HI
Harbour Investments
Wisconsin
-$15.9M
4
Bank of America
Bank of America
North Carolina
-$15.7M
5
Ameriprise
Ameriprise
Minnesota
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
126
Stratos Wealth Advisors
Ohio
$3.43M +$1.89M +76,303 +123%
LWMI
127
Legacy Wealth Management (Idaho)
Idaho
$3.16M -$580K -23,424 -15%
AIA
128
AssuredPartners Investment Advisors
Florida
$3.11M +$123K +4,979 +4%
FF
129
Fairway Financial
Florida
$3.1M +$301K +12,156 +11%
RPGK
130
Retirement Planning Group (Kansas)
Kansas
$3.05M -$1.51M -60,996 -33%
FFA
131
Farther Finance Advisors
California
$3.02M -$215K -8,666 -7%
GSWM
132
Golden State Wealth Management
California
$3.01M -$51.8K -2,091 -2%
MWM
133
MBE Wealth Management
Wisconsin
$2.92M +$1.72M +69,316 +142%
EFS
134
Econ Financial Services
Pennsylvania
$2.87M +$47.7K +1,928 +2%
DADC
135
D.A. Davidson & Co
Montana
$2.72M +$556K +22,470 +26%
FTS
136
Fifth Third Securities
Ohio
$2.64M -$99K -3,998 -4%
SP
137
Sequent Planning
Nebraska
$2.61M +$15.8K +637 +0.6%
FHA
138
Flagship Harbor Advisors
Massachusetts
$2.57M +$1.06K +43 +0%
SOS
139
Silver Oak Securities
Tennessee
$2.57M +$292K +11,805 +13%
Comerica Bank
140
Comerica Bank
Texas
$2.56M +$110K +4,451 +5%
DWM
141
Defined Wealth Management
Oregon
$2.51M +$120K +4,853 +5%
PSFG
142
Park Square Financial Group
Georgia
$2.41M -$753K -30,426 -24%
CCG
143
Capital CS Group
California
$2.41M +$264K +10,647 +12%
AGA
144
Arkos Global Advisors
Texas
$2.36M -$466K -18,852 -16%
ASN
145
Advisory Services Network
Georgia
$2.1M +$570K +23,029 +37%
PWM
146
Puff Wealth Management
New Jersey
$2.05M +$26.7K +1,079 +1%
APP
147
Avantax Planning Partners
Iowa
$1.97M -$406K -16,385 -17%
OIA
148
OneDigital Investment Advisors
Kansas
$1.91M +$92.6K +3,743 +5%
SIM
149
Synergy Investment Management
Florida
$1.88M +$37.3K +1,507 +2%
SC
150
SouthState Corp
Florida
$1.83M +$1.83M +73,929 New
4 5
6
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