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First Trust Smith Unconstrained Bond ETF

258 hedge funds and large institutions have $2.4B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 124 increasing their positions, 105 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

Holders
258
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$31.2M
2 +$23.4M
3 +$16.3M
4
Morgan Stanley
Morgan Stanley
New York
+$15.6M
5
Osaic Holdings
Osaic Holdings
Arizona
+$8.43M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
126
J.W. Cole Advisors
Florida
$1.75M
SC
127
SouthState Corp
Florida
$1.71M
Comerica Bank
128
Comerica Bank
Texas
$1.66M
PAS
129
PKS Advisory Services
New York
$1.63M
SCA
130
Snowden Capital Advisors
New York
$1.63M
VA
131
VestGen Advisors
Illinois
$1.58M
SPC
132
Sigma Planning Corp
Michigan
$1.48M
Lido Advisors
133
Lido Advisors
California
$1.46M
AWA
134
Acorn Wealth Advisors
Michigan
$1.43M
HWA
135
HCR Wealth Advisors
California
$1.37M
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$1.35M
AIA
137
AssuredPartners Investment Advisors
Florida
$1.33M
GM
138
GeoWealth Management
Illinois
$1.29M
LCWP
139
Legacy Capital Wealth Partners
Arkansas
$1.27M
SF
140
Summit Financial
New Jersey
$1.24M
MC
141
McCarthy & Cox
Ohio
$1.14M
SWP
142
Stratos Wealth Partners
Ohio
$1.13M
PSFG
143
Park Square Financial Group
Georgia
$1.11M
MWM
144
MBE Wealth Management
Wisconsin
$1.1M
Financial Engines Advisors
145
Financial Engines Advisors
California
$1.1M
CCFM
146
Clear Creek Financial Management
Washington
$1.06M
MAS
147
MPWM Advisory Solutions
Georgia
$1.03M
SF
148
Synovus Financial
Georgia
$1.02M
FF
149
Financial Futures
New Jersey
$971K
BRWA
150
B. Riley Wealth Advisors
Florida
$963K