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First Trust Smith Unconstrained Bond ETF

253 hedge funds and large institutions have $2.35B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 121 increasing their positions, 103 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:

24% less funds holding in top 10

Funds holding in top 10: 2519 (-6)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

Holders
253
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
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
PAS
126
PKS Advisory Services
New York
$1.63M
SCA
127
Snowden Capital Advisors
New York
$1.63M
VA
128
VestGen Advisors
Illinois
$1.58M
SPC
129
Sigma Planning Corp
Michigan
$1.48M
Lido Advisors
130
Lido Advisors
California
$1.46M
AWA
131
Acorn Wealth Advisors
Michigan
$1.43M
HWA
132
HCR Wealth Advisors
California
$1.37M
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$1.35M
AIA
134
AssuredPartners Investment Advisors
Florida
$1.33M
GM
135
GeoWealth Management
Illinois
$1.29M
LCWP
136
Legacy Capital Wealth Partners
Arkansas
$1.27M
SF
137
Summit Financial
New Jersey
$1.24M
MC
138
McCarthy & Cox
Ohio
$1.14M
SWP
139
Stratos Wealth Partners
Ohio
$1.13M
PSFG
140
Park Square Financial Group
Georgia
$1.11M
MWM
141
MBE Wealth Management
Wisconsin
$1.1M
Financial Engines Advisors
142
Financial Engines Advisors
California
$1.1M
CCFM
143
Clear Creek Financial Management
Washington
$1.06M
MAS
144
MPWM Advisory Solutions
Georgia
$1.03M
SF
145
Synovus Financial
Georgia
$1.02M
FF
146
Financial Futures
New Jersey
$971K
BRWA
147
B. Riley Wealth Advisors
Florida
$963K
IPW
148
Impact Partnership Wealth
Georgia
$961K
CL
149
CLG LLC
California
$895K
SWA
150
Stratos Wealth Advisors
Ohio
$889K