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First Trust Smith Unconstrained Bond ETF

262 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 16 funds opening new positions, 125 increasing their positions, 106 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 106

2% less capital invested

Capital invested by funds: $2.44B → $2.4B (-$38.8M)

1.03% less ownership

Funds ownership: 81.82%80.79% (-1%)

5% less funds holding

Funds holding: 275262 (-13)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
262
Holders Change
-13
Holders Change %
-4.73%
% of All Funds
3.44%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
16
Increased
125
Reduced
106
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAP
126
Columbia Advisory Partners
Washington
$1.8M +$431K +17,265 +32%
JWCA
127
J.W. Cole Advisors
Florida
$1.75M +$83.3K +3,333 +5%
SC
128
SouthState Corp
Florida
$1.71M -$60.9K -2,438 -3%
Comerica Bank
129
Comerica Bank
Texas
$1.66M +$37.5K +1,500 +2%
PAS
130
PKS Advisory Services
New York
$1.63M -$185K -7,406 -10%
SCA
131
Snowden Capital Advisors
New York
$1.63M +$67.5K +2,701 +4%
VA
132
VestGen Advisors
Illinois
$1.58M +$185K +7,422 +13%
SPC
133
Sigma Planning Corp
Michigan
$1.48M -$1.55M -61,942 -51%
Lido Advisors
134
Lido Advisors
California
$1.46M -$202K -8,095 -12%
AWA
135
Acorn Wealth Advisors
Michigan
$1.43M +$317K +12,681 +29%
HWA
136
HCR Wealth Advisors
California
$1.37M +$610K +24,400 +82%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$1.35M +$2.27K +91 +0.2%
AIA
138
AssuredPartners Investment Advisors
Florida
$1.33M +$187K +7,499 +17%
GM
139
GeoWealth Management
Illinois
$1.29M +$1.28M +51,255 New
LCWP
140
Legacy Capital Wealth Partners
Arkansas
$1.27M +$55K +2,200 +5%
SF
141
Summit Financial
New Jersey
$1.24M +$1.23M +49,136 New
MC
142
McCarthy & Cox
Ohio
$1.14M -$213K -8,506 -16%
SWP
143
Stratos Wealth Partners
Ohio
$1.13M -$81.3K -3,255 -7%
PSFG
144
Park Square Financial Group
Georgia
$1.11M -$792K -31,704 -42%
IFG
145
Independent Financial Group
California
$1.1M +$546K +21,862 +100%
MWM
146
MBE Wealth Management
Wisconsin
$1.1M -$1.9K -76 -0.2%
Financial Engines Advisors
147
Financial Engines Advisors
California
$1.1M +$759K +30,397 +229%
CCFM
148
Clear Creek Financial Management
Washington
$1.06M +$19.6K +785 +2%
MAS
149
MPWM Advisory Solutions
Georgia
$1.03M -$190K -7,622 -16%
SF
150
Synovus Financial
Georgia
$1.02M -$130K -5,213 -11%