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First Trust Smith Unconstrained Bond ETF

271 hedge funds and large institutions have $2.44B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 108 increasing their positions, 131 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

26% less funds holding in top 10

Funds holding in top 10: 3425 (-9)

30% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 30

Holders
271
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
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
CCG
126
Capital CS Group
California
$2.25M
TA
127
Tactive Advisors
Florida
$2.19M
DADC
128
D.A. Davidson & Co
Montana
$2.16M
OIA
129
OneDigital Investment Advisors
Kansas
$1.98M
APP
130
Avantax Planning Partners
Iowa
$1.98M
PWM
131
Puff Wealth Management
New Jersey
$1.96M
PSFG
132
Park Square Financial Group
Georgia
$1.89M
CWM
133
Collaborative Wealth Management
Florida
$1.85M
PAS
134
PKS Advisory Services
New York
$1.8M
SC
135
SouthState Corp
Florida
$1.75M
JWCA
136
J.W. Cole Advisors
Florida
$1.65M
Lido Advisors
137
Lido Advisors
California
$1.64M
EE
138
EWG Elevate
California
$1.64M
Comerica Bank
139
Comerica Bank
Texas
$1.6M
SCA
140
Snowden Capital Advisors
New York
$1.54M
SFPG
141
Stonebridge Financial Planning Group
Florida
$1.51M
BI
142
Bramshill Investments
Florida
$1.49M
RPGK
143
Retirement Planning Group (Kansas)
Kansas
$1.43M
VA
144
VestGen Advisors
Illinois
$1.38M
FF
145
Financial Futures
New Jersey
$1.36M
CAP
146
Columbia Advisory Partners
Washington
$1.35M
MC
147
McCarthy & Cox
Ohio
$1.34M
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$1.33M
NS
149
NBC Securities
Alabama
$1.29M
MAS
150
MPWM Advisory Solutions
Georgia
$1.2M