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First Trust Smith Unconstrained Bond ETF

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
Holders Change %
% of All Funds
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
126
Stratos Wealth Advisors
Ohio
$3.43M
LWMI
127
Legacy Wealth Management (Idaho)
Idaho
$3.16M
AIA
128
AssuredPartners Investment Advisors
Florida
$3.11M
FF
129
Fairway Financial
Florida
$3.1M
RPGK
130
Retirement Planning Group (Kansas)
Kansas
$3.05M
FFA
131
Farther Finance Advisors
California
$3.02M
GSWM
132
Golden State Wealth Management
California
$3.01M
MWM
133
MBE Wealth Management
Wisconsin
$2.92M
EFS
134
Econ Financial Services
Pennsylvania
$2.87M
DADC
135
D.A. Davidson & Co
Montana
$2.72M
FTS
136
Fifth Third Securities
Ohio
$2.64M
SP
137
Sequent Planning
Nebraska
$2.61M
FHA
138
Flagship Harbor Advisors
Massachusetts
$2.57M
SOS
139
Silver Oak Securities
Tennessee
$2.57M
Comerica Bank
140
Comerica Bank
Texas
$2.56M
DWM
141
Defined Wealth Management
Oregon
$2.51M
PSFG
142
Park Square Financial Group
Georgia
$2.41M
CCG
143
Capital CS Group
California
$2.41M
AGA
144
Arkos Global Advisors
Texas
$2.36M
ASN
145
Advisory Services Network
Georgia
$2.1M
PWM
146
Puff Wealth Management
New Jersey
$2.05M
APP
147
Avantax Planning Partners
Iowa
$1.97M
OIA
148
OneDigital Investment Advisors
Kansas
$1.91M
SIM
149
Synergy Investment Management
Florida
$1.88M
SC
150
SouthState Corp
Florida
$1.83M